Onboarding and servicing clients doesn’t have to be this hard.
Imagine sitting next to your client, walking through a financial needs analysis or illustration, filling out forms together. Taking your time, making sure there are no mistakes...
And now imagine doing all of that remotely—in one call.
For insurance and financial advisors, client experience is everything. You pride yourselves on building strong relationships, providing tailored advice, and ensuring every form and application is done right the first time.
Yet, many of you are still relying on clunky workflows — emailing PDFs, sending online app links, and waiting weeks for clients to complete and return forms, if ever. It’s time-consuming, error-prone, and frustrating!
Now you can provide extraordinary service, faster, with fewer errors
Collaborate with customers in filling out any web form or PDF including quotes, applications, claims and service requests.
Get the full version of Kollab that works on any web form, advisor portal or PDF form.
No credit card needed.
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Why do advisors love Kollab?
Because Kollab gives you freedom!
Freedom to serve clients remotely while maintaining a personal touch. Freedom to work 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 is a new browser extension that works on any browser of your PC or Mac (and even your iPhone). It allows both advisor and client to view and complete any web or PDF form together—live, in real time, from anywhere.
It’s really quite simple!
Start with a phone call: Call your client just like you normally would.
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, laptop, or desktop.
Real-time collaboration begins: Both of you see the same web form or PDF. You can walk through each section live and take turns filling it out.
Preview, sign, submit: Once complete, the form can be reviewed, electronically signed, and submitted on the spot.
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 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.
info@kollabrt.com
+1 (866) 788-8370