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Description from extension meta
KollabRT, the collaborative software solution engineered to revolutionize customer support and issue resolution.
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Description from store
Introducing KollabRT: Empowering Customer Experience Across Industries
In today’s competitive business environment, delivering outstanding customer service is essential. KollabRT is a powerful, enterprise-grade solution crafted to modernize customer support operations and enhance issue resolution across a wide range of industries, including insurance, education, banking, IT, and more.
New Business Applications-
Collaborate on e-apps or pdf forms in real time, ensuring all sections are completed and accurate.
Financial Intake Forms-
Guide clients through detailed intake sessions without them needing to tackle complex forms on their own.
Policyholder Service Requests-
Help existing clients update beneficiaries, change addresses, or request service without the hassle.
Needs Analysis & Illustrations-
Walk through product comparisons and recommendations while inputting real-time data for personalized illustrations.
Agent-Led Journey -
Advisors remotely help customers understand product options and complete applications.
Client (D2C) Journey-
Clients that attempt to fill out an application but need help from an advisor at the backend.
Claims Submissions-
Advisors remotely help clients accurately fill out and submit claims forms.
Call Centers -
Reps collaborate with clients and provide exceptional customer support.