Qollabi: AI Assistant for Insurance Brokers
Qollabi helps insurance brokers and agencies identify growth opportunities within existing client portfolios. It is designed for teams that need to automate renewal and cross-sell workflows while maintaining regulatory compliance.
At a glance
- Category
- Browse Sales tools
- Best for
- Insurance Brokers, Insurance Agencies, Insurance Companies, Enterprise Account Managers
- Pricing
- Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website, though a discounted pilot program is mentioned for brokers and agents.
- Key use cases
- Cross-sell and Upsell Identification, Churn Prevention, Renewal Automation, Broker Workflow Automation
- Integrations
- Brio, BrokerCloud
- Official website
- Visit qollabi official website
Qollabi is an AI-powered platform designed for the insurance industry to help brokers and account managers identify revenue opportunities from existing clients. It integrates with Broker Management Systems to analyze data and highlight potential opportunities that may be missed in traditional CRMs.
The tool is built for insurance brokers, agents, and insurance organizations. It supports the transition from manual data exports and spreadsheets by automatically segmenting customers based on churn risk, renewal dates, and cross-sell potential.
Beyond identification, the software supports the execution of personalized campaigns and automates updates back to the broker's primary system, which may reduce manual administrative work associated with client follow-ups.
Buyers should confirm if the platform's current pilot availability and regional focus in Belgium and the Netherlands align with their specific business location.
Key Features
Smart Customer Lists
Automatically generates customer segments for renewals, cross-selling, and churn risk by analyzing BMS data.
Automated Campaigns
Supports tailored campaign templates with personalized content and automated follow-up tasks.
Agent Workflows
Supports automated updates to broker systems and generates summaries for account teams.
CRM Analysis
Scans client data to highlight sales opportunities rather than just storing information.
Enterprise Security
Built on AWS with ISO 27001 certification, SOC2, and GDPR compliance.
Use Cases
Cross-sell and Upsell Identification
Scanning client portfolios to find gaps in coverage or opportunities for higher-tier products.
Churn Prevention
Flagging at-risk customers through analysis to support proactive retention efforts.
Renewal Automation
Creating lists for upcoming renewals and launching personalized outreach campaigns.
Broker Workflow Automation
Updating broker systems and assigning tasks based on campaign results.
Best For
- Insurance Brokers
- Insurance Agencies
- Insurance Companies
- Enterprise Account Managers
Integrations
- Brio
- BrokerCloud
Pricing
Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website, though a discounted pilot program is mentioned for brokers and agents.
FAQ
How does Qollabi differ from a traditional CRM?
- While traditional CRMs store data, Qollabi is designed to scan that data to highlight specific sales opportunities and create actionable smart lists for campaigns.
Which insurance systems does Qollabi integrate with?
- Qollabi integrates with Broker Management Systems such as Brio and BrokerCloud.
Is Qollabi compliant with data privacy regulations?
- Yes, the platform is ISO 27001 certified and is both SOC2 and GDPR compliant.
Is there a way to test the software before a full commitment?
- Qollabi offers a pilot program at a discount for brokers and agents to test the platform.
Source category: Sales
Source subcategory: CRM
More tools in Sales
Other published listings in the Sales category.
More tools tagged “CRM”
Related listings that share the same software type tag.
Categories
Software Type
How AI is used
Qollabi is an AI-powered tool for insurance brokers and agencies that analyzes CRM data to find cross-sell and upsell opportunities. It supports automated client segmentation and personalized campaigns to help reduce churn. Prospective buyers should verify regional availability as the pilot is focused on Belgium and the Netherlands.
Pros & Cons
Pros
- Includes ISO 27001, SOC2, and GDPR compliance
- Integrates with broker systems like Brio and BrokerCloud
- Automates segmentation to reduce reliance on manual Excel exports
- Provides a workflow from data insight to campaign execution
Cons
- Pilot program is currently focused on Belgium and the Netherlands
- Pricing details are not clearly available from the provided evidence
- Integration details for systems other than Brio and BrokerCloud are not specified
