Tired of losing applicants halfway through the quote?
Guide applicants in real time by giving your agents the power to scroll, click and annotate directly on their screen.
No downloads for applicants, and sensitive fields stay hidden from your agents, so quotes get finished securely.
Trusted by leading insurance brands
Insurance Customer Experience
Poor client experience is a growth problem
Every applicant who gets stuck on a form is a policy you don't write. When they can't get help in the moment, they don't call; they close the tab.
Errors reduce conversions, trust, and compliance
Your applicants rely on you to get their quote right the first time.
Slow quote processes drive applicants 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 applicants choose the right coverage, not pushing paperwork.
Digital Customer Experience Platform Benefits
Faster, simpler, higher-converting support
Improve customer experience
Guide applicants 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 applicants 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 applicants across web and mobile quote journeys
Insurance Communication Platform Features
Customer experience first communication features
Remote interaction
Agents can highlight, draw, and guide applicants 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 applicants faster.
Native integration
Embed directly into your platform for a seamless, fully branded customer experience.
Works anywhere
Support applicants across web apps, mobile browsers, and quote portals with no additional setup.
Configurable controls
Define exactly what applicants can interact with for secure, guided support.
No downloads required
Applicants can join instantly with a single click, no download required. Ideal for mobile-first and high-volume environments.
Why UserView
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 applicants 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 applicants in real time, resolve issues faster, and reduce costly errors; while staying fully compliant.
Transform your customer support
Join hundreds of companies using UserView to deliver faster, more effective customer support experiences.