One-click screen collaboration for advisors to help people on the phone.
Reduce client call times. Quickly complete forms with clients on the phone, error-free.
With one click, you can securely
share your screen with a client,
fill info on your screen together,
work on pdf forms together,
share files and documents, and even digitally sign forms.
Collaborate in real time with clients on ANY website, online application, carrier platform, quoting system, advisor portal, and even PDF forms.
All for less than a coffee a week!
At US$19.99/month on an annual plan, Kollab is the most affordable business upgrade you can make.
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.
Here's what a couple of insurance advisors had to say:
"Very helpful every time I'm on a call with a client. When a client needs help with a website or form, especially my older clients, I just send a link and we can work on my screen. It is very easy to use!" - Julie T., Minnesota.
"I build trust with prospects quickly in the first call. I also use it to work with agents in my downline." - Sam W., Florida.
So what exactly is Kollab?
Kollab helps advisors and 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. (Yes, e-Signatures are digitally certified)
Kollab works on nearly every website, carrier platform, agent 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.
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.
