Reduce client call times by half. Close business in 1 phone call
Kollab is built for insurance agents who work with clients on the phone. With one click, you can share your browser screen with your client, work on material together, let them fill out the form on your screen, take turns. Finally sign and submit.
No more emailing PDFs, e-app or web links, and then guiding clients on the phone or waiting weeks for them to return forms, if ever. It’s time-consuming, error-prone, and frustrating!
And you can provide extraordinary service, faster, error-free
Collaborate in real time with customers on quotes, applications, claims & service requests on ANY website, e-app, carrier platform, agent portal, and even PDF forms.
No download needed for client. Works on any device. Just get them on the phone.
Get the full version of Kollab that works on any website, carrier platform, advisor portal or PDF form.
No credit card needed.
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Why do advisors love Kollab?
Because Kollab makes it so easy for you to serve clients remotely, on a phone call!
To serve clients remotely while maintaining a personal touch.
All while working from anywhere, to close more business, more efficiently, with fewer errors.
Kollab helps you become the advisor your clients remember—and refer.
Kollab is built for advisors first—not carriers and institutions—empowering you to provide better services without changing the tech and tools you already use.
And with pricing that costs less than a cup of coffee a week, it’s one of the most affordable upgrades you can make to your business.
So what exactly is Kollab?
Kollab helps insurance agents enroll and service clients on the phone. It is a browser add-on (an extension) that works on any browser on your PC or Mac (even your iPad and iPhone).
It allows you to share material and forms on your screen with clients to view and complete together—live, in real time, from anywhere. Clients can even fill out and sign forms on your screen.
Kollab works on nearly every website, carrier portal, e-app and PDF form. So you don't need to change the technology or tools you currently use.
It’s really quite simple!
Call your client & send a link: With a single click, send them a secure link via email or text.
Client clicks the link: They join you in your browser session, using any smartphone, tablet or computer. Client sees the same website or PDF open in your browser.
Real-time collaboration begins: You can walk through each section together and take turns to fill out forms by giving client control when needed.
Preview, sign, submit: Once complete, the form can be reviewed, signed, and submitted on the spot. Signatures are digitally certified, legal and free.
And the best part? It works with whatever systems you already use—no need to switch platforms or learn new software.
Take a Look!
Use Cases that Make a Difference
The use cases for Kollab are as varied as your client’s needs
Agencies, IMOs and Carriers:
Kollab works really well on your websites in advisor-led, direct-to-customer and back-end support scenarios as well
The enterprise version of Kollab has many more features, including detailed session logs, secure session recording, interactive visual aids and CRM integration.
Contact us for more information on enterprise subscriptions.
Any questions?
Don't call and wait on hold (although we are adding reps, we get a lot of calls!). Simply fill out your name and number here, and we'll call you back ASAP.
Of course, you can always email us at info@kollabrt.com or call us at +1 (866) 788-8370.
But first, ask me anything here. You may be surprised, delighted even.
