Qollabi provides an AI copilot that integrates directly with insurance Broker Management Systems (BMS) to identify cross- and upsell opportunities within client portfolios. The platform automatically launches personalized campaigns and workflows to prevent churn and drive revenue growth for brokers and agents. This solution enables proactive client engagement by surfacing actionable insights that traditional BMS tools cannot detect.
Funding
$6.7M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
KVFounders
Product
Problem
Professionals managing indirect sales channels often struggle with inefficient collaboration and a lack of accountability due to disconnected systems and manual processes. Information silos and the absence of integrated workflows hinder effective partner planning and performance tracking. This results in reduced partner success and increased administrative overhead.
Solution
Qollabi offers a business relationship management platform designed to enhance collaboration and accountability within indirect sales channels. By integrating data from existing CRM and other business systems, Qollabi streamlines partner planning and provides a unified view of partner performance. The platform uses AI to uncover opportunities from CRM data, recommend actions, and automate updates, enabling partner managers to focus on relationship building and strategic growth. Qollabi's features facilitate the automation of business plans, management of cross-sell and upsell opportunities, and engagement with both long-tail and focus partners.
Target Audience
Qollabi is designed for partner managers and channel sales professionals in IT, telecom, and financial services industries who seek to improve collaboration, accountability, and performance within their partner ecosystems.
Features
- AI-powered opportunity discovery from raw CRM data
- Automated business plan creation and management
- Integrated OKR framework for collaborative goal setting
- Real-time progress tracking and automated updates
- Cross-sell and upsell opportunity management
- Customizable dashboards for performance monitoring
- Integration with existing CRM systems