Case Study: a leading insurance company boosts efficiency and productivity with Qollabi

Distribution of insurance products through 300 sales agents

Qollabi worked with a leading insurance company that distributes life and non-life products through around 300 tied agents, supported by 20 account managers. The company struggled with business plans built in Excel and PowerPoint, inconsistent account management approaches, slow updates from CRM and other sources, difficulty tracking execution through the year, and limited visibility into which activities actually drove sales.

Qollabi centralized and unified the business planning process with its BRM software, connected CRM data for real-time insight, introduced a new agent segmentation model based on potential and willingness to collaborate, and standardized the account manager workflow around plan, collaborate, and measure. The insurance company reported an uplift of more than 10% in efficiency and productivity after implementing Qollabi, while also improving focus, accountability, and proactive partner collaboration.