Engage with your remote customers like you are sitting side-by-side.
Engaging with your customers wherever they are should be easy.
Using the leading co-browsing and video chat technology for the insurance industry, you can instantly connect with your customers via their browsers, recreating the in-person meeting experience online. There is no software to install and we never ask for your customers data.
With this co-browsing technology, consumers, agents, advisors, underwriters, claims professionals, and CSRs can instantly connect and collaborate via their browsers, wherever they are.
Benefits of Co-Browsing
In Insurance, personal discussions are a big part of the journey. With co-browsing, you can create that personal connection by upgrading any conversation, from any channel or device, into a co-browsing and video chat session. Our co-browsing solution enables you to instantly transform your existing insurance portals into collaboration platforms with the click of a button.
Onboard and Upsell
- Maximize operational efficiency for creating and processing claims
- Increase the opportunity to cross-sell and upsell customers via a shared interaction
Exceed Customer Expectations
- Solve customer problems instantly through collaborative, visually engaging experiences, helping to increase both NPS and LTV
- Remotely guide customers through the process of drafting and completing a policy
Increase Digital Adoption
- Increase the adoption of portal usage by introducing customers to tools and features in a shared co-browsing environment
- Enable collaboration at any point of the digital customer journey, including your website, policy, claims and payment portals, and e-signing applications
What Engagement Problem are we Solving for Insurers?
- During COVID-19, customer footfalls are at all time low as customers don’t want face to face engagements
- Consultative engagement is required to acquire a customer or cross-sell
- Sales productivity can be improved with new personalized & consultative channels
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Co-Browsing Use Cases
Engage with Video & Co-Browsing
Key Features
Video Chat to converse Face-to-Face
Communicate visually with your customers and prospects for a lasting human experience
Gain Customer Confidence
Provide commentary, details and comparison of any products, you are selling to ensure you are building trust & relationship and driving them to a closure
Co-Browse to Navigate the Web Together
Instantly see your customer issues or illustrate a concept in a joint web session, just like putting an arm around the customers shoulders!
Secure collaboration
Governs what a Sales or Service Consultant can see when customers input their personal information during a session
Document Sharing
Collaborate online effectively; share your files with others across different locations
Control Switch & Draw
Guide each other. Either the leader or the participant can take control or request control of the website & draw to highlight specific areas
Action Log
Make all sessions accountable. Track the impact of your sessions and the buttons a customer clicked
Behavior Control
Control what an agent can or cannot do. Customize your flow to make sure only your customer can click a certain button, i.e. a buy button, payment details, etc.
Compliance
Connect with customers who deal with protected information and are required to follow particular security measures