ALL-IN-ONE REMOTE SALES SOLUTION

Shorten the sales cycle and drive conversion rate by personalizing the sales journey

Engage with your remote customers and prospects to deliver memorable face-to-face sales experiences, just as if you were sitting right next to each other.

Free 14-day trial. No credit card required

It’s like having Zoom for your own website, but in a fully compliant and secure manner! The best part – it requires no installation for you or your customers.

AXA used Surfly to enable over 1,000 agents in just two weeks to recreate the in-person sales experience and write new policies remotely, driving millions of dollars of policy sales within a few months.
See it in action

Trusted by hundreds of companies and more than 200,000 users worldwide

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Challenge

Increase conversion rate and drive revenue remotely

Surfly’s Solution

Within a Surfly Session, your remote sales team can securely connect with a customer and use features like co-browsing, video chat, document editing, and e-signing to recreate the in-person sales experience.

Result

Substantially higher conversion rate and revenue.

Learn how AXA used Surfly to drive millions of dollars of policy sales.

Challenge

Use your existing platform to sell

Surfly’s Solution

A Surfly Session can be quickly added to your existing platform without the need to install any software. Invite customers with a link to your branded journeys, and not to a 3rd-party meeting service.

Result

Interactive remote sales experiences that are branded under your domain name and are fully integrated in the existing journey – leading to fewer hurdles and increased trustworthiness.

Learn how AXA implemented Surfly’s solution for thousands of agents in a matter of weeks.

Challenge

Shorten the sales cycle

Surfly’s Solution

A Surfly Session singlehandedly allows you to co-browse and video chat with your customers, and then edit or e-sign documents. Stop switching back and forth between Zoom and Docusign, and just do everything within one session!

Result

An efficient platform for your salespeople that leads to a substantially shortened sales cycle.

Learn how AXA’s agents completed a policy from start to finish using Surfly’s solution.

Challenge

Sell securely in a fully compliant session

Surfly’s Solution

Surfly employs TLS 1.3 transport security, full audit log features, and masking of sensitive customer and prospect data. We are also ISO 27001 certified and do not store any customer data. Ever.

Result

An enhanced sales experience that provides both you and your customers the highest levels of security and ensures that you remain fully compliant through all your sales interactions.

Learn more about Surfly’s security features.

Optimize remote selling

  • For AXA

    Improve remote sales using current technology

    AXA wanted to improve remote sales while using current technology investments with minimal change to their current infrastructure or customer journey.

    Using Surfly, they were enabled thousands of agents in two weeks to sell remotely, including completing all policy information, e-signing new policies and even making their first payment. All while using the technology they had already invested in.

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  • 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

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