Agent Workflows

Most opportunities get lost after a campaign because there’s no time for follow-up.

They store data, but they don’t surface white spots, identify cross- and upsell potential, or turn insights into targeted campaigns your partners can actually act on.

Let Qollabi AI handle the follow-up for you.

Automated Follow-Up Tasks
Every campaign can trigger smart actions in Brio or BrokerCloud — from task creation to quote requests or renewal reminders.
Smart Summaries & Notifications
Qollabi AI keeps you up to date with automatic summaries of campaign outcomes, client responses, and pending actions — no manual tracking needed.
Custom or Standard Workflows
Use our pre-built workflows or create your own.
Whether it’s renewals, lead routing, or automating tasks, Qollabi AI adapts to how you work and keeps insurer and broker perfectly aligned.