Gartner Webinars
Expert insights and strategies to address your priorities and solve your most pressing challenges.
- Gartner client? Log in for personalized search results.
Information Technology
Gartner Glossary
Agent Collaboration Tools
Agent collaboration tools provide an electronic virtual workspace where agents and consumers can collaborate using secure email, secure document sharing and communication tools, and secure instant messaging. These tools help agents interact with specialists in the home office, consumers or third parties (such as accountants and attorneys) on complex life insurance cases or planning scenarios. Agent collaboration tools include the ability to make customers’ financial plans and account data accessible via agent websites.
Recommended Content for You
Experience Information Technology conferences
Join your peers for the unveiling of the latest insights at Gartner conferences.
Recommended Webinars for You
534 Items