Never Describe a Screen Again
See exactly where a less tech-savvy policyholder is looking and guide them there directly instead of trying to describe "top right corner" over the phone. Navigate policyholder screens together, live, from inside their own browser.
No downloads. No screen-share links. Just policyholders who actually get where they need to go.
Powering leading customer service teams across the globe
Where phone instructions break down
"Click the blue button in the top right" only works if the policyholder can find the blue button, the top, and the right.
"Click there" assumes they can see what you see
Verbal directions over the phone rely on a shared screen that doesn’t exist — and less tech-savvy policyholders get lost fast.
Less digital-native policyholders need more guidance, not less
A rushed phone call isn’t hand-holding — it’s a policyholder nodding along while still lost.
Long calls that still end in a callback
When verbal navigation fails, the call ends without resolution, and the policyholder calls back just as confused.
How UserView Compares
A side-by-side on what actually matters: platform coverage, security, and uptime — not marketing claims, just what's public.
| Capability | UserView | cobrowse.io | Surfly | Fullview |
|---|---|---|---|---|
| Cross-platform support | ✓web, iOS, Android | ✓ | — | — |
| Instant, browser-based sessions | ✓ | ✓ | ✓ | ✓ |
| No downloads required | ✓ | ✓ | ✓ | ✓ |
| API integration | ✓ | ✓ | ~ | — |
| Automatic data masking | ✓ | ✓ | — | ✓ |
| Enterprise security | ✓SOC 2 Type II, ISO 27001, HIPAA, GDPR, CCPA | ~ | — | ✓ |
| Automatically recorded sessions | ✓ | — | — | ✓ |
| Reliable service | ✓99.998% uptime | — | — | — |
| Transparent pricing | ✓ | ✓ | — | ✕ |
Your policyholders are waiting…
Every minute spent describing "top right corner" over the phone is a policyholder getting more lost, not less. Book a demo and see how fast guidance can actually work.
How it works
No downloads, no scheduling — agents join the policyholder's browser tab in one click.
Agent starts a session
One click from your existing support tool — no meeting link, no download for the policyholder.
See exactly what they see
Your agent sees the policyholder’s actual screen — no more guessing what "the button" means to them.
Point, don’t describe
Click it for them, or draw their attention to exactly the right spot — no verbal directions required.
Enterprise-grade security. Built for customer trust.
UserView gives your support team full browser visibility without exposing sensitive customer data. Every session is encrypted, tightly controlled, and built to meet global compliance standards.
See what matters. Protect what doesn't.
End-to-end encryption
Securely encrypted to protect your customers sensitive information.
Configurable data masking
Decide which data stays hidden with flexible masking options for fields like payment details or account info.
Optional data storage
Session content is only stored if you explicitly enable screenshots or recordings.
Globally compliant
HIPAA Compliant, ISO 27001 Certified, SOC 2 Type II Certified, GDPR Compliant.
FAQs
Does this require the policyholder to be tech-savvy to use?
No — that’s the point. A policyholder just clicks one link to start a session; no downloads, no settings to configure, no technical steps on their end at all.
Does this replace our policy admin system?
No — UserView plugs into the support tools you already use (Zendesk, Intercom, Salesforce, Freshchat). Agents launch a session from the ticket they're already working, on top of your existing policy admin system.
Do you have an API?
Yes. Beyond the out-of-the-box integrations, our API lets you start and manage cobrowsing sessions programmatically and pull session data into your own policy admin or agency management system, so it fits however your stack is set up.
Can our agents see anything beyond the policy portal?
No. Sessions are limited to the active browser tab — no full desktop access, no other open tabs, no background access to anything else on the policyholder's device.
Is this safe for handling sensitive policyholder data?
Yes. Sensitive fields — including payment and identity details — are masked automatically and that data never reaches our servers. UserView is SOC 2 Type II and GDPR compliant.
Does this work on mobile, not just desktop?
Yes — native iOS and Android SDKs with the same masking and session controls as the web version.
How long does setup take?
Minutes for the web integration. Mobile SDK integration depends on your release cycle, typically one sprint. See the full implementation guide for the details.
Your policyholders are waiting…
Every minute spent describing "top right corner" over the phone is a policyholder getting more lost, not less. Book a demo and see how fast guidance can actually work.