KollabRT (short for Collaboration in Real Time) is built specifically for insurance advisors who are looking to improve and quicken the way they work with prospects and clients.

What if you could sit “next to” your client, working together on illustrations and forms as if you were in the same room — even if they’re miles away? Kollab does that. Kollab lets you collaborate with your clients on any web portal, including carrier platforms, or PDF form — live, in real time, from anywhere.

No more awkward screen sharing software, no more clunky workflows — such as emailing PDFs, sending online app links and waiting weeks (sometimes forever) for clients to complete and return forms. It’s time-consuming, error-prone and frustrating!

With one click, you can send your client a link via text or email and they join you in your browser session. You’re now both looking at the same form. You can take turns filling it out, checking for accuracy, even signing and submitting it together (e-Signatures are free and digitally certified). Think of it as a shared digital workspace, optimized for advisors and their clients.

Kollab is secure (end-to-end encrypted), simple, and works on any device. And the best part? It works with whatever system you already use — no need to switch platforms or learn new software. You don’t change the tools you work with — just how fast you get work done.

Kollab helps advisors give their clients the experience they deserve — fast, personal, effective.

Pls see https://kollabrt.com for more information. You can even download Kollab meant specifically for independent advisors, and can try it free for 30 days (No credit card required for the trial).

Btw, the Enterprise Version of Kollab has all this, with added security and accountability...it also includes action logs, secure session recording, interactive visual aids and CRM integration. It will work on your advisor portals, PDFs and well as your distribution apps (standalone applications).

KollabRT

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KollabRT

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