Get Every Quote Right the First Time
See exactly what an applicant is entering; before a wrong coverage tier or mismatched detail gets bound instead of finding the error after the policy is already in force. Guide applicants through the quote from inside their own browser, live.
No downloads. No screen-share links. Just quotes that are right the first time.
Powering leading customer service teams across the globe
Where a data-entry error becomes an E&O claim
A wrong VIN, a mismatched address, an incorrect coverage tier — small mistakes at quote time are expensive discoveries after binding.
Errors caught after binding are expensive to unwind
Once a policy is in force, fixing a data-entry mistake means endorsements, refunds, or an E&O claim — not a quick correction.
Every mismatched field is compliance exposure
Regulators and auditors don’t care that it was a typo — an incorrect quote on record is a documented compliance gap.
Agents can’t see what the applicant is actually entering
Without visibility into the applicant’s own screen, agents are guessing at what they typed — and guessing is how errors slip through.
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 data-entry error caught after binding costs more than the minute it would’ve taken to catch it live. Book a demo and see how fast accuracy can move.
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 what they’re entering
Your agent sees the applicant’s quote form in real time, field by field, as they type.
Catch it before it’s bound
Flag or correct the error live — before it becomes a policy on record, not after.
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 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.
Does this create additional E&O exposure of its own?
No — your agent only ever sees the same quote form the applicant is filling out, with sensitive fields like payment details masked automatically. You get more accuracy and a clearer record, not more risk.
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 data-entry error caught after binding costs more than the minute it would’ve taken to catch it live. Book a demo and see how fast accuracy can move.