A Proven Technology to reduce client drop-offs. Designed specifically for Insurance advisors, KollabRT is a patented technology to simplify onboarding and boost conversions. yes, boost my conversions
Paperwork is killing your conversions and commissions. The insurance onboarding process requires customers to fill out a significant amount of paperwork, which can be time-consuming, confusing and simply overwhelming. This is the stage where most drop-offs happen. But what if we told you that there was a better way?
A way that would streamline the entire documentation process so you never lose a single client again.
Now you must be thinking - “But what about the tools that I am currently using?” Zoom, Google Meet, Webex and Microsoft Teams are all great options to present quotes and illustrations to your clients, but they all fall short when it’s time to switch from presentation to paperwork processing. How? See below. Can you present quotes and illustration to your clients online? Can your client fill up any online form you present? Can you take turns to fill up forms collaboratively? Can you switch between websites and online forms? Can both of you make live corrections to the data being filled? Can your client digitally sign documents in real-time?
If you agree with the above then you will love what we have built specially for you. The onboarding process can be daunting for a client to go through alone. We empower you to truly handhold your client through it with confidence and ease. Here is how. Invite clients to collaborate via email or text message. Take turns to edit the same form in real-time. Enter data on behalf of the client while they validate. Quickly switch between illustrations, forms and calculators. 100% data security between you and client. Your clients can digitally sign the application forms. Take clients from start to finish in one session. Clients can use mobile phone, laptop or tablets. Clients do not need to install any software. No limits on session duration.
“Imagine guiding your customers through document processes virtually and in real-time—claims forms, financial intake forms, or life insurance Electronic Applications. With Kollab, this becomes a reality.”
 Ken Leibow - Founder and CEO insurtechexpress.com
Speed up your customer acquisition and reduce drop-offs. We have invested thousands of hours in developing a patented technology to help insurance advisors maximise their revenue. yes, i want to eliminate drop-offs
Sounds great, but what is it and how do I use it? KollabRT is a ridiculously easy-to-use browser extension that fits right into your browser of choice - on a Mac or PC.
An easy-to-use tool that instantly and securely connects your laptop or PC with your client’s chosen device (laptop, tablet or mobile). A browser extension that you can install on Google Chrome, Mac OS Safari and Microsoft Edge. Once installed, you can open any online insurance form in your browser and instantly share it with your client. The client receives the invite via email or text message and clicks on the link to start viewing the form. From this point onwards, either you or your client can start filling out the form while the other can view it in real-time. Once all the data is filled in and verified by both, the client can digitally sign and confidently submit the form. Ta-da!
How does seamless client onboarding really impact your business? Insurance buyers are busier than ever and the hurdles of tedious paperwork can steer them towards a more digitally enabled competitor, resulting in lost opportunities. Don't miss out. Provide drastically superior client experience Dramatic reduction in client onboarding time Reduced cost-of-acquisition by increasing conversion rate Improved client relationships and retention due to increased efficiency No errors in important paperwork leads to faster comissions More referrals due to higher customer satisfaction Longterm client relationships translate into future upsell opportunities yes, i want to grow my business