Empire Life simplifies their sales journey by unifying all their external applications within a single sales flow
Empire Life’s digital sales journey was fragmented, requiring advisors to switch between multiple applications. By integrating Surfly’s co-browsing technology, they unified the sales process, enabling real-time collaboration with clients and streamlining the entire experience. This transformation not only boosted satisfaction but also saved significant time and resources.
Challenge
Empire Life, a leading Canadian insurance group that provides life, health, and investment products, had a complicated digital sales journey. They needed to go over multiple external applications (Policy Generator, Health Questionnaire, DocuSign, Payment portal, etc.), making the entire process long and disjointed. They had tested various approaches to simplify their journey, including screen sharing tools, but none met their needs.
Solution
Their Innovation team contacted Surfly and together we found a way to solve their issues. With Surfly’s co-browsing solution, they could now:
1) Use the third-party websites and applications within the same digital journey
2) Add native visual collaboration features, enabling two-way collaboration between their agents and customers
3) Use their existing platforms and tech investments with collaborative features added on
Results
Empire Life’s entire sales cycle could now be securely completed in a single session utilizing their existing platform and technology investments, saving onboarding and training hours for advisors. Since Surfly’s solution is plug and play, Empire Life was able to get started right away, and not lose precious developer hours on integration.
The impact Surfly made
Empire Life enhanced the sales process by integrating all external applications into a single, seamless flow for advisors and clients.
Advisors can now work collaboratively with clients in real time, simplifying complex applications and improving overall satisfaction.
With Surfly’s plug-and-play technology, Empire Life quickly integrated collaborative tools, saving valuable developer time and resources.
