Never Reject a Claim Over the Wrong Document Again
See exactly which document your policyholder is uploading (proof of loss, ID, prior policy) before they submit it instead of rejecting the claim after the fact and starting the process over. Guide policyholders through the upload from inside their own browser, live.
No downloads. No screen-share links. Just claims that go through the first time.
Powering leading customer service teams across the globe
Where a wrong upload becomes a rejected claim
Proof of loss, ID, prior policy — agents can’t see what a policyholder actually attached until it’s already submitted, and wrong.
Agents find out the upload was wrong after submission
By the time a claims processor flags a missing or mismatched document, the policyholder has already moved on.
A rejected claim means starting the process over
Every rejected upload is another round of instructions, another wait, and a policyholder who’s now more frustrated than when they started.
Slower claims, unhappier policyholders
Document back-and-forth is one of the biggest drivers of slow claims resolution — and slow claims are the #1 driver of complaints.
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 rejected upload is a policyholder who has to start over. Book a demo and see how fast a claim can actually move.
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’re uploading
Your agent sees the exact file a policyholder is about to submit, before it’s final.
Confirm it live, or fix it on the spot
Approve the right document immediately, or guide them to the correct one — no rejection, no do-over.
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 claims management system?
No — UserView plugs into the support tools you already use (Zendesk, Intercom, Salesforce, Freshchat). Agents launch a session from the claim they're already working, on top of your existing claims system.
Can agents actually see the uploaded file, or just that a file exists?
Agents see exactly what the policyholder is uploading in real time — the same as looking over their shoulder — not just a confirmation that something was attached.
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 claims management or policy admin system, so it fits however your stack is set up.
Can our agents see anything beyond the claim 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 policyholder's device.
Is this safe for handling sensitive documents like IDs?
Yes. Sensitive fields 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, which matters since most claim photos are uploaded from a phone.
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 rejected upload is a policyholder who has to start over. Book a demo and see how fast a claim can actually move.