SURFLY FOR INSURANCE

Enabling remote distribution for the Insurance industry

Used by the world’s leading insurance companies to personalize their digital customer experience

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Trusted by leading carriers and 200,000+ users worldwide

  • Axa logo
  • Generali logo
  • empire life logo

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.

  • Enterprise Insurance
    29 March 2021

    Why Surfly impressed me?

    “Surfly’s co-browsing solution is easy to use for both customers and agents, and the back-end system allow business to customize many different settings like user interface and the back list/ white list, and so on.
    What attracted me most is Surfly’s e-signature feature and document collaboration, which can help the insurance industry develop the digital online service significantly.”

    Read the full Surfly review on G2

    • G2 high performer
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  • Catherine D
    23 November 2020

    Great additional service to our company!

    “It is so easy! No one has to download anything for us to connect and the steps needing to make the connection is simple. It has great features that make it easy to show multiple websites and even be able to show documents loaded in my computer. To be able to swap control of the cursor back and forth is also great, so the end user can feel a part of their own enrollment.”

    Read the full Surfly review on G2

    • G2 high performer
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    • G2 easiest to use badge
    • G2 high performer europe badge
  • Administrator in Enterprise Financial Services

    25 May 2020

    A hassle-free solution that is friendly to use, easy to integrate, and affordable to adopt.

    “Universal browsing with video chat and document upload/download is a perfect combination for digital insurance! And I think the free trial and online resource is really helpful for early evaluation.”

    Read the full Surfly review on G2

    • G2 high performer
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    • G2 easiest to use badge
    • G2 high performer europe badge

Awards and Honors