Digital Customer Experience Platform for Insurance
Scroll, Click, and Annotate Directly on Your Customer's Screen
See exactly what your customers see, instantly. Our digital customer experience platform allows your insurance agents to guide users in real time with 1-click cobrowsing.
Speed up claims, resolve billing questions, and deliver the seamless support your policyholders expect.
Trusted by leading insurance brands
Insurance communication platform
Tired of solving customer complaints over zoom?
Every minute spent asking clients to describe their screen is lost revenue, delayed claims, and frustrated customers. 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 policyholders away at renewal and has a direct impact on whether your sales rise or fall.
When agents are buried in admin, revenue drops
Their time is best spent advising and supporting clients, not pushing paperwork.
Slow policy and claims drives customers away
Today's clients expect speed and efficiency, and if you can't deliver, they'll look elsewhere.
Errors decrease cost, compliance, and customer trust
Your clients rely on you to get their claim right, every time.
Digital customer experience platform benefits
Faster, simpler, effective support
Improve customer experience
Guide policyholders through claims, applications, and payments in real time, without requiring downloads or switching tools.
- •Reduce frustration during onboarding and claims
- •Increase completion rates for forms and applications
- •Help customers 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 average handle times for support calls
- •Improve first-call resolution for account issues
- •Support customers across web and mobile banking platforms
Insurance communication platform features
Customer experience first communication features
Our digital customer experience platform is built for insurance teams that need to resolve queries and claims quickly, clearly, and compliantly. With powerful in-session cobrowsing features, your agents guide customers in real time.
Controlled remote interaction
Agents can highlight, draw, and guide customers visually to eliminate confusion and speed up resolution.
Instant browser-based sessions
Start a session immediately from any browser; no plugins, downloads, or waiting, so agents can help customers faster.
Native integration
Embed directly into your platform for a seamless, fully branded customer experience.
Works anywhere
Support customers across web apps, mobile browsers, and portals with no additional setup.
Configurable controls
Define exactly what customers can interact with for secure, guided support.
Free downloads
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 customers 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 teams using UserView to deliver fast and more effective customer support experiences.
Book a Demo