You've successfully subscribed to Upscope Cobrowsing Blog
Great! Next, complete checkout for full access to Upscope Cobrowsing Blog
Welcome back! You've successfully signed in.
Success! Your account is fully activated, you now have access to all content.
Success! Your billing info is updated.
Billing info update failed.

Co-browsing for Insurance Companies

Pardeep Kullar
Pardeep Kullar

Speed and clarity of response is essential to insurance companies in helping customers complete forms and that's why they're taking up Upscope co-browsing.

A problem of forms

Even those comfortable filling in forms would take a step back at your average claims form and naturally we all have questions.

The speed and clarity at which those questions are answered will make all the difference to that customer's experience.

A customer experience they won't forget

There's a sense of dread around asking for help due to the number of hoops we expect to jump through.

Co-browsing is currently a unique experience for 99.99% of the world.

Having someone instantly highlight where to click while talking you through completing a form is a zen like experience.

Trust and security that financial institutions appreciate

Traditional screen sharing requires downloads and while co-browsing does not have that issue, the key questions around co-browsing security centre on data storage and transfer.

Financial institutions are concerned with what data is stored, how data is transferred, who is doing that transfer, whether they can block off sensitive fields from agents, whether they can control agent permissions and more.

Upscope is based in the heart of one of the financial capitals of the world, London and is used by some of the largest financial institutions in the world.

See more on why Upscope is one of the most secure co-browsing solutions.

Get started with Upscope co-browsing

Contact the Upscope team via their live chat and a member of the team will answer your key questions.

Pardeep Kullar

Pardeep overlooks growth at Upscope cobrowsing and loves writing about SaaS companies, customer success and customer experience.