We provide a premium customer experience and a compliant, high performing service business on your behalf, freeing you up to focus on advice.
Staffed with friendly local experts in policy administration, claims, and retention, our contact centre operates using phone, SMS, email and chat. Grow your team without the HR headaches!
Adapted for the New Zealand advice industry by local experts, our CRM meets international data security standards. You can switch to it too - or continue to use your existing CRM for advice.
The Colab team can manage your new business processes, ensuring your cases make their way through Underwriting safely and smoothly.
We provide comprehensive, premium customer service and admin, all customised to your preferences. We take care of reviews, regular check-ins, product updates, claims, and more.
Colab can take your existing Advice process and rebuild all or part of it digitally, helping with efficiency gains, compliance, and a better client experience.
Your client base is an asset. We help protect and grow it by making sure your files are complete and compliant.
As well as using provider data, we run ongoing outbound campaigns to obtain missed file information and identify client changes for review.
Ready for your next adventure? If you're considering a move on, we can arrange a staged client base purchase over an agreed timeframe or an immediate acquisition.
Start by scheduling a chat
