KollabRT

KollabRT – short for Collaboration in Real Time – is revolutionizing client enrollment and service for remote-first insurance advisors and agencies. Insurance agents: Kollab is incredibly useful to enroll or service clients on the phone. And it is really easy to use. Close business in one phone call! Collaborate in real time with customers on quotes, illustrations, applications, claims and other service requests. With one click you can share your browser screen with your client, work on material together and take turns filling out forms. You can allow your client to fill out the form on your screen and even sign them. Collaborate on ANY website, including e-apps like iPipeline, Medicare enrollment portals, carrier platforms and agent portals. Features include: - 1-click screen sharing - Client can fill out form on advisor’s browser - Collaborate on web portals and PDF forms - Secure file transfers from client - Digitally certified e-signatures - Secure data exchange - Works on any client device Kollab is highly secure and HIPPA compliant with state-of-the-art security and end-to-end encrypted client connections. No data is ever collected or stored by Kollab.