The cross- and upsell agent for insurance brokers
Your client portfolio hides both risk and opportunity.
Qollabi AI integrates with your Broker Management System (BMS) — such as Brio, BrokerCloud, or any other BMS — to prevent churn, uncover cross- and upsell potential, and launch personalised campaigns and workflows automatically.
Qollabi AI integrates with your Broker Management System (BMS) — such as Brio, BrokerCloud, or any other BMS — to prevent churn, uncover cross- and upsell potential, and launch personalised campaigns and workflows automatically.
Built with enterprise-grade security and seamless integration in mind.
ISO 27001
Certified
Connect with Brio
By Portima
Connect with
Brokercloud
Brokercloud
The Insurance Broker World Is Changing
Those Who Don't Leverage AI will be Left Behind
Broker systems have limitations – Tools like Brio or BrokerCloud manage data, not opportunity. They lack the AI intelligence to surface cross- and upsell signals or trigger timely, personalized client actions.
Untapped potential becomes lost revenue – without proactive outreach, opportunities disappear and clients drift away.
Limited resources – The broker market is changing. Mergers, new digital tools, stricter compliance, and fewer resources. Most brokers still work manually, losing hours on admin instead of talking to clients or growing their portfolio.
Our partnership with Deloitte. combines deep market expertise into a continuously improved solution that drives real partner success.
See Qollabi in action for enterprise clients
