KollabRT is a collaborative software tool designed to enhance customer support and issue resolution across various industries, including insurance, education, and banking. This free Chrome add-on enables real-time collaboration on electronic applications and PDF forms, ensuring accuracy and completeness. Features include financial intake forms that guide clients through complex processes, policyholder service request management, and needs analysis for personalized product recommendations.

The platform supports both agent-led and client-driven journeys, allowing advisors to assist customers in understanding product options and completing applications. Additionally, KollabRT facilitates accurate claims submissions and enhances call center operations by enabling representatives to collaborate effectively with clients, ensuring exceptional service delivery. This comprehensive tool is aimed at modernizing customer interactions and improving overall efficiency.