SURFLY FOR INSURANCE

Enabling remote distribution for the Insurance industry

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

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.

Catherine D.

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

Internal Consultant in Enterprise Financial Services

Improve Your Customer Relationships

“There are lots of co-browsing capabilities available today, especially as Covid has forced us all to be remote. Surfly is different. It enables a business to work directly with its customer rather than passing the control back and forth. Through its capabilities, businesses can not only train their own staff better, but, provide more personalized customer service by being able to go onto the screen with the customer and point out key messages, correct erroneous input, etc.”

Read the full Surfly review on G2

Consultant in Financial Services

Good designed and easy-to- integrate product

“The beauty of their solution! It’s simple, intuitive, and well-designed. The solution is also very easy to integrated into our platform, and maybe into any other platforms as well.”

Read the full Surfly review on G2

Awards and Honors

Surfly’s features

Co-Browsing Co-browsing
Video Chat Video chat
Surfly Session
E-signing
Interaction Middleware Interaction Middleware

Create better digital experiences. Without boundaries.