Transform Insurance Support
With Real-Time Visual Guidance
See exactly what your customers see—instantly. UserView helps your team guide clients through claims, policies, and account management with secure, real-time visual annotations. Speed up claims, resolve billing questions, and deliver the seamless support today's policyholders expect.
Transform Your Financial Services
Deliver exceptional customer support with real-time visual guidance that meets the highest standards of security and compliance for financial institutions.
Improve Customer Experience
Guide customers through account management, loan applications, and payment processes in real time—without screen sharing or downloads.
- Reduce customer frustration during onboarding
- Increase completion rates for loan applications
- Help users navigate complex financial forms and products
Enhance Team Efficiency
Empower financial advisors, loan officers, and support staff to resolve issues faster with secure, real-time visual assistance.
- Shorten average handle times for support calls
- Improve first-call resolution for account issues
- Support customers across web and mobile banking platforms
Ensure Full Compliance
Maintain full regulatory compliance (PCI DSS, SOX, GDPR) while delivering exceptional customer support.
- Financial data masking and secure session handling
- Full audit trails and permission-based access
- Compliance-ready for all financial environments and regulations
Why Companies Choose UserView
Deliver exceptional customer support experiences that reduce resolution times and increase satisfaction across all industries.
Instant Visual Support
See exactly what your customers see and guide them through any process in real-time, eliminating confusion and miscommunication.
Built into your website
Customers stay where they are and you come to them, no need to set up a meeting or download anything just to see their screen.
Simple setup, simple to use
Quick implementation with minimal configuration. Unlike complex competitors, UserView works out of the box with an intuitive interface that requires no training.
Focused on cobrowsing only
Unlike other platforms where cobrowsing is just an add-on feature, we've built our entire product around delivering the best cobrowsing experience possible.
Enterprise security & compliance
SOC 2 and GDPR compliant with enterprise-grade encryption, session-based access, and field masking capabilities.
Features
We've reimagined SaaS support—seamlessly integrated, secure, and built to help your team resolve issues faster while improving customer satisfaction.
Enterprise-Grade Security
End-to-end encryption with GDPR compliance and PII masking for sensitive user data.
No Downloads Needed
Users join instantly with a single click—perfect for mobile-first SaaS and high-volume teams.
Data Privacy Controls
Mask sensitive information such as credit card details or account data during sessions.
Works Anywhere
Support customers on web apps, mobile browsers, and SaaS portals with no extra setup.
Configurable Controls
Choose which page elements are interactive for guided support.
Native Integration
Embed directly into your SaaS platform for a seamless, branded experience.
Security and Compliance
UserView is built with enterprise-grade security so your SaaS platform can deliver hands-on support without compromising customer data. Every session is protected by the highest compliance standards.
End-to-End Encryption
All sessions are secured with 256-bit TLS encryption to protect sensitive information.
Configurable Data Masking
Decide what data stays hidden with flexible masking options for fields like payment details or account info.
Optional Data Storage
Session data is never stored unless you explicitly enable screenshots or recordings.
Certified & Enterprise Ready
Integrations
Connect UserView to your preferred support platform and tap into next-generation screen sharing. We've built integrations with these major platforms for a seamless workflow.
Who Benefits from UserView?
Our cobrowsing solution is designed specifically for insurance providers who need secure, compliant ways to guide their customers through complex processes.
See UserView in Action
Watch how our secure cobrowsing solution helps insurance providers guide policyholders through claims, applications, and payments—delivering faster resolutions and higher customer satisfaction.
Ready to Transform your Customer Support?
Join hundreds of companies using UserView to deliver faster, more effective customer support experiences.
