Trusted by leading carriers and 200,000+ users worldwide
AXA, a global leader in Life Insurance, needed to quickly enable thousands of agents to connect to customers digitally so they could recreate the in-person meeting experience and complete a policy from start to finish.
AXA chose Surfly’s award-winning digital interaction technology, and in just two weeks agents and customers were able to interact seamlessly, all without AXA needing to change their current technology.
Challenge
Complex distribution model involving multiple channels and technologies.
Surfly’s solution
Surfly works across any digital platform, technology, or channel seamlessly, creating a secure web session that allows you to quickly and easily co-browse and collaborate.
Result
Surfly enables you to use your existing technology and channels, allowing you to leverage and innovate within the digital distribution model already in place.
Challenge
Complicated policy completion process involving multiple platforms and sites.
Surfly’s solution
Co-browsing, video chat, and active collaboration across all the platforms and technology you use, without the customer needing to download or install any software. Simple for the agent and the customer.
Result
The ability for an agent and a customer to recreate the in-person meeting experience and work collaboratively to complete a new policy, from start to sign, using a company’s current technology investment. This is just not possible using screen sharing solutions like Zoom or Teams.
Challenge
Increasing NPS and LTV
Surfly’s solution
Active and real-time collaboration between the agent and customer which enables a personal and human connection as well as aids in quick resolutions. The agent sees what the customer sees as if they were face-to-face.
Result
Creating a personal connection is crucial to increasing NPS and LTV, and Surfly enables you to do this remotely. The result is a collaborative digital customer journey and an engaged customer along each touchpoint.
Challenge
Moving from face-to-face to remote selling while staying compliant.
Surfly’s solution
Surfly Co-browsing provides full audit log capabilities to track every session interaction and does not store any data (yours or your customers) to ensure compliance standards are met.
Result
A fully complaint remote selling experience that recreates the face-to-face meeting experience while keeping both parties protected and their data safe.
Main use case:
Company:
Innovate using current technology investments with minimal change to the current infrastructure or customer journey.
Sales:
A start to sign solution that allow you to sign a new policy remotely.
Agent:
A secure and seamless way to communicate with customers and recreate the in-person meeting experience.
Support:
Quicker resolution times that can increase NPS and first call resolution.
Customer:
A personalized and collaborative customer experience.
Advisory:
A humanized digital customer journey that enables you to advise customers as if you were face-to-face.