Digital Customer Experience Platform for Insurance
Scroll, Click, and Annotate Directly on Your Customer's Screen
See exactly what prospects see, instantly. Our digital experience platform allows your insurance agents to guide prospects in real time with 1-click cobrowsing.
UserView enables prospects to complete forms, understand coverage options, and move forward with confidence.
Trusted by leading insurance brands
Insurance communication platform
Tired of losing prospects during the quote process?
Every minute spent asking prospects to describe their screen is lost conversions, abandoned quote forms, and missed revenue opportunities. Traditional troubleshooting on insurance communication platforms usually ends with multiple emails, screenshots, and wasted time.
Poor client experience isn't just a service problem; it's a growth problem. It drives prospects away before they become policyholders and has a direct impact on whether your sales rise or fall.
Errors reduce conversions, trust, and compliance
Your prospects rely on you to get their quote right the first time.
Slow quote processes drive prospects away
Today's insurance shoppers expect speed and clarity, and if you can't deliver, they'll look elsewhere.
When agents are buried in admin, revenue drops
Their time is best spent helping prospects choose the right coverage, not pushing paperwork.
Digital customer experience platform benefits
Faster, simpler, higher-converting support
Improve customer experience
Guide prospects through claims, applications, and payments in real time, without requiring downloads or switching tools.
- •Reduce frustration during quote and onboarding journeys
- •Increase completion rates for quote forms and applications
- •Help prospects navigate complex insurance workflows
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
Enhanced team efficiency
Empower financial advisors, loan officers, and support staff to resolve issues faster with secure, real-time visual assistance.
- •Shorten time to complete quotes and applications
- •Improve first-contact resolution for quote-related questions
- •Support prospects across web and mobile quote journeys
Insurance communication platform features
Customer experience first communication features
Our digital customer experience platform is built for insurance teams that need to convert prospects and support quote journeys quickly, clearly, and compliantly. With powerful in-session cobrowsing features, your agents guide users in real time.
Remote interaction
Agents can highlight, draw, and guide prospects visually to eliminate confusion and speed up quote completion.
Instant browser-based sessions
Start a session immediately from any browser; no plugins, downloads, or waiting, so agents can help prospects faster.
Native integration
Embed directly into your platform for a seamless, fully branded customer experience.
Works anywhere
Support prospects across web apps, mobile browsers, and quote portals with no additional setup.
Configurable controls
Define exactly what prospects can interact with for secure, guided support.
No downloads required
Customers can join instantly with a single click, no download required. Ideal for mobile-first and high-volume environments.
At UserView we focus on cobrowsing
UserView is built for digital customer experience teams under pressure to deliver fast, compliant, and consistent support. We understand the realities of insurance; complex policies, sensitive data, and customers who need clear guidance in critical moments.
No bloated feature sets. No unnecessary complexity. Just a purpose-built insurance communication solution that helps your agents guide prospects in real time, resolve issues faster, and reduce costly errors; while staying fully compliant.
It's time to transform your customer support
Join hundreds of companies using UserView to deliver faster, more effective customer support experiences.