KollabRT

Online Paperwork with Clients is Now Easy!

Collaborate with customers on any web form including quotes, applications and claims.
All at the cost of 2 coffees a month!

Call

Interact with your client over a voice or video call while callaborating.

Collaborate

You and your clients view and complete the same form. Each may take turns in filling out the form.

Easy Enroll

Your client sees your quotes & illustrations, pick a policy, fill out the forms with you, and then you submit.

No Lag

Instant data exchange between you and your client.

Secure

Secure data exchange between you and your client with end-to-end encryption. Third party tested.

Works On Every Web Form

You may use Kollab RT on any website that you currently use to quote and fill out applications.

Take a Look!

Click to share online software open in your browser like insurance eApps or any other web form with your customer via text or email.
Customer clicks on the secure link in the message that opens a page in their smartphone or laptop browser.
Customer now sees and can access these online applications like eApps, claims or other web forms open in your browser.
You and your customer both collaborate in real time on filling out the forms, preview them together, eSign if needed and then submit.