Here are a few of the most common questions we're asked. For other questions, or more detail, please contact us for a chat.
The average is 3 weeks from the date that we agree to work together. Please contact us for a no-obligation chat and to discuss reserving your place.
An important part of our process is filling gaps and enriching your data. We do this by by adding provider data, aggregating records that you have, and contacting your clients directly on your behalf.
The cost varies, depending on the size and makeup of your client base. For a small base, the cost is typically a maximum of $7 per client, per month (the cost decreases with larger bases). Typically, the cost is quickly offset and then exceeded by the advice opportunities and improved retention enabled by enhanced servicing. After all, our aim is freeing you up to focus on core revenue generating activities.
We're a distributed team, based entirely in New Zealand. Insurance can be deeply personal, and our view is that the local touch is vital.
As you'd expect, we have a data driven view on how to deliver an exceptional client service experience. However, we want to make sure we're capturing the magic of your particular brand, so a vital part of our proposition is working closely with you to customise and refine this experience.
Colab uses an enterprise grade CRM platform. Among others, its certifications include ISO/IEC 27001, ISO/IEC 27701, ISO/IEC 27017, ISO/IEC 27018, ISO 9001, SOC 2 Type II, SOC 2 + HIPAA, and Certified Senders Alliance.
Most Privacy Policies allow for data to be shared with 3rd parties who are acting on your behalf. However if your Privacy Policy needs updating, we can provide suitable wording and communicate this to your clients as part of the setup process.
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