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.

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