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Strategic Planning Software

Qollabi

AI assistant that finds cross-sell and upsell opportunities in insurance brokers' client data and launches campaigns

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About Qollabi

Qollabi describes itself as a cross-sell and upsell copilot for insurance. It reads the data in a broker's management system, finds opportunities and prepares the campaigns to act on them. Earlier listing text described a partner-planning tool built around OKR goals, but the current site focuses on insurance brokers.

Features

Opportunity discovery: analyses CRM data to find clients with cross-sell or upsell potential.
Campaigns: prepares tailored campaigns based on the data and market events, which the broker checks and launches.
Workflow automation: AI agents that update the broker system, assign tasks and write summaries.
Reporting: live results on engagement.

Who it serves

Insurance brokers, with enterprise use cases also shown for financial services and telecom.

Key facts

Pilot: running in Belgium and the Netherlands
Partner: works with Deloitte
Integration: connects to broker systems such as Brio

Profile written by TrustList from the business's own published information, Oct 2026.

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Categories & features

Rankings

Strategic planning software › Web based cloud saas#1

As of 2026-10-26. Organic ranks only; sponsored placements are never ranks.

What the business tells TrustList

Security certifications: ISO 27001 evidence sent

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