KollabRT for Safari

Utilities

Free

KollabRT – short for Collaboration in Real Time – is revolutionizing client enrollment and service for remote-first insurance advisors and agencies. Insurance agents: Kollab is incredibly useful to enroll or service clients on the phone. And it is really easy to use. Close business in one phone call! Collaborate in real time with customers on quotes, illustrations, applications, claims and other service requests. With one click you can share your browser screen with your client, work on material together and take turns filling out forms. You can allow your client to fill out the form on your screen and even sign them. Collaborate on ANY website, including e-apps like iPipeline, Medicare enrollment portals, carrier platforms and agent portals. Features include: * 1-click screen sharing * Client can fill out form on advisor’s browser * Collaborate on web portals and PDF forms * Secure file transfers from client * Digitally certified e-signatures * Secure data exchange * Works on any client device Kollab is highly secure and HIPPA compliant with state-of-the-art security and end-to-end encrypted client connections. No data is ever collected or stored by Kollab.

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Experience a faster, more collaborative, and seamless workflow with our latest update! *Performance enhancements for a faster and smoother user experience.

Version 1.24

The developer, Watea Financial Technologies Inc., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Not Collected

    The developer does not collect any data from this app.

    Privacy practices may vary, for example, based on the features you use or your age. Learn More

    Accessibility

    The developer has not yet indicated which accessibility features this app supports. Learn More

    Information

    Seller
    • Watea Financial Technologies Inc.
    Size
    • 9.1 MB
    Category
    • Utilities
    Compatibility
    Requires iOS 15.0 or later.
    • iPhone
      Requires iOS 15.0 or later.
    • iPad
      Requires iPadOS 15.0 or later.
    • iPod touch
      Requires iOS 15.0 or later.
    • Mac
      Requires macOS 13 or later.
    • Apple Vision
      Requires visionOS 1.0 or later.
    Languages
    • English
    Age Rating
    4+
    Copyright
    • Copyright © 2021 Watea Financial Technologies Inc.
  • Privacy Policy

    • More by Watea Financial Technologies Inc.

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