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
Salesforce
Connect with
Brokercloud
Brokercloud
Opportunities Through CRM Alone Leaves Revenue on the Table.
CRMs are just static lists – They store data but don’t reveal where the cross- and upsell opportunities are or how to act on them.
Endless admin work – Preparing updates and lists are time-consuming.
Missed opportunities – Your portfolio holds untapped value—but client-facing teams aren’t analysts, and without the right tools, growth opportunities often go unnoticed.
Our partnership with Deloitte. combines deep market expertise into a continuously improved solution that drives real partner success.
See how Qollabi supports industries
