The cross- and upsell copilot for insurance
Your existing client portfolio holds the fastest path to growth—but it's underused. Qollabi identifies hidden cross- and upsell opportunities from your CRM, turns them into smart lists, and sends out personalised updates and campaigns for you and your distribution partners.
Qollabi SmartScan
Smart lists
Campaigns and updates
Built with enterprise-grade security and seamless integration in mind.
ISO 27001
Certified
Appexchange Partner
Salesforce
Get it from
Microsoft AppSource
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.
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