Cobrowsing for Insurance

Guide policyholders through claims, coverage questions, and applications in real time. See their screen, take secure control, and resolve complex claims together β€” no downloads, no link sharing.

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Cobrowsing for Insurance
Cobrowsing for Insurance

Cobrowsing built for insurance

Claims and policy forms trip customers up constantly. With Fullview, your specialists can see the customer's screen instantly and take control to complete claims submissions, policy changes, and quote requests together β€” right inside your portal or app

  • See the policyholder's screen instantly, no downloads
  • Take secure control to complete claims and applications
  • Guide customers through documents, coverage selection, and uploads
  • Works inside your existing insurance portal or app

Real-time screen control for complex claims

When a claim gets complicated, insurance specialists step in the moment they're needed. Cobrowse directly in your app to walk policyholders through forms line by line, prevent errors that delay claims, and resolve issues on the same screen.

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  • Instant cobrowsing and secure screen control within your app
  • Guide customers through claims documentation, applications, and coverage selection
  • Draw on screens, highlight forms, and walk through documents live
  • Full session visibility with enterprise-grade security

    See exactly what happened in every interaction. Session replays capture user steps, errors, and system information β€” with sensitive customer data automatically masked, so support stays fast and compliant.

    • Automatic session recordings of customer interactions
    • Replays showing device, network logs, and system info
    • Filter by errors, warnings, and events
    • Customizable privacy settings for sensitive customer data

    Companies like

    use Fullview to resolve customer issues faster

    Marco Riccardi
    Principal Program Manager

    With the help of Fullview, Personio improved its customer support by guiding users directly on-screen during setup and troubleshooting.

    Instead of lengthy explanations, agents can instantly highlight buttons, adjust settings, or demonstrate features in real time. This reduces confusion, speeds up onboarding, and improves customer retention.

    Companies like

    use Fullview to resolve customer issues faster

    Using Fullview, Lockton simplified its claims process.

    Agents can guide policyholders through complex forms, ensuring accuracy and preventing errors that delay claims. With sensitive data automatically masked, customer privacy is protected while support becomes faster and more efficient.

    Companies like

    use Fullview to resolve customer issues faster

    Fullview helps companies like First National Bank provide seamless support for online banking and transactions.

    When customers struggle with payments, investments, or loan applications, agents can jump in and guide them securely. This reduces frustration, cuts resolution time, and improves customer trust.

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