See Exactly Where Applicants Get Stuck and Fix it in Real Time
See exactly which field is stopping an applicant (VIN, coverage limits, beneficiary info) the moment they get stuck instead of losing them to a blank field they didn't understand. Guide applicants from inside their own browser, live.
No downloads. No screen-share links. Just applicants who actually finish their quote.
Powering leading customer service teams across the globe
Where quote forms lose applicants
VIN, coverage limits, beneficiary info — one unclear field and an applicant doesn’t ask for help, they just leave.
Unfamiliar fields stall applicants immediately
A VIN, a coverage limit, a beneficiary designation — terms your team uses daily are unfamiliar to a first-time applicant.
Agents have no visibility into where someone’s stuck
Without seeing the applicant’s screen, there’s no way to know which field is the actual blocker.
Confused applicants don’t ask — they abandon
Most applicants won’t call in to ask what a field means. They’ll just close the tab.
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 applicants are waiting…
Every unclear field is an applicant one click from abandoning. Book a demo and see how fast a stuck quote can become a bound policy.
How it works
No downloads, no scheduling — agents join the applicant's browser tab in one click.
Agent starts a session
One click from your existing support tool — no meeting link, no download for the applicant.
See exactly where they’re stuck
Your agent sees the applicant’s quote form in real time — no guessing which field is the blocker.
Guide them past it, live
Explain the field, or fill it in together — turning a confused applicant into a completed quote.
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 actually reduce quote abandonment, or just handle complaints after the fact?
It’s built to catch the drop-off moment itself — your agent can see the exact field an applicant is stuck on and step in before they close the tab, not after they’ve already abandoned and contacted support.
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 quote form?
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 applicant's device.
Is this safe for handling sensitive applicant 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 applicants are waiting…
Every unclear field is an applicant one click from abandoning. Book a demo and see how fast a stuck quote can become a bound policy.