| 開發人員: | Watea Financial Technologies Inc. (2) | ||
| 價錢: | 免費 | ||
| 排名: | 0 | ||
| 評測: | 0 寫評論 | ||
| 清單: | 0 + 0 | ||
| 點數: | 0 + 0 ¡ | ||
| Mac App Store | |||
描述
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.
新功能
- 版本: 1.22
- 發佈日期:
- Experience a faster, more collaborative, and seamless workflow with our latest update!
*Performance enhancements for a faster and smoother user experience.
價錢
- 今天: 免費
- 最小值: 免費
- 最大值: 免費
追蹤票價
開發人員
- Watea Financial Technologies Inc.
- 平台: iOS 應用程式 (1) macOS 應用程式 (1)
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- 點數: 0 + 0 ¡
- 排名: 0
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- 折扣: 0
- 影片: 0
- RSS: 訂閱
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其他資訊
- 版本: 1.22
- ID: com.wfti.KollabRTS
- 類別 :
macOS 應用程式›公用程式與工具 - OS:
iPad,iPhone,macOS,macOS 15.0 以上版本 - 大小:
9 Mb - 支援的語言 :
English - 內容分級:
4+ - Mac App Store 評分:
0 - 發佈日期:
- 發行日期:
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