Three Ways to Transform the Insurance Client Experience with Samesurf Cobrowse

With open enrollment for new health insurance starting in October of 2024, insurance companies have the opportunity to improve their customer experience with Samesurf. One powerful tool for this purpose is co-browsing, which allows agents to view and even interact with the same content as the client in real-time without installs, IT modifications or notifications of any kind. Cobrowse can make the complex process of choosing and enrolling in insurance plans much easier. Here are three ways co-browsing can ameliorate the customer experience:

Faster Support and Issue Resolution

Co-browsing allows support agents to see exactly what the customer is seeing in real time from any device or browser via a single click from any point within the user experience journey. This means that issues can be resolved in a much more efficient fashion. During the busy open enrollment period, having maximum support and sales efficiency is very important. Clients can get their questions answered and problems are resolved much faster, making the whole process smoother and less stressful.

Personalized Assistance

Selecting insurance products can be confusing, especially during open enrollment when there are many plans to choose from. Samesurf co-browsing offers a personalized experience, where agents can guide clients and prospects step-by-step through the entire process. Synchronized activities can range from comparing plans to filling out forms together where agents can seamlessly assist customers in understanding their options to make informed decisions.

Strong Security and Privacy Protection

Security is a top priority when handling sensitive personal information. To this end, Samesurf invented input field blocking and screen redaction back in 2010 when it also invented modern cobrowse. This feature prevents agents from viewing or accessing sensitive data such as social security or credit card numbers during shared sessions. It also guarantees client privacy while still allowing them to receive the most effective support. 

Conclusion

As open enrollment approaches, insurance companies should consider implementing a co-browsing solution to improve the customer experience. By offering faster support, personalized assistance, and enterprise grade security, co-browsing can make the enrollment process much more efficient. Cobrowse not only simplifies choosing the right plan but also makes clients feel more confident while making decisions online. As you prepare for open enrollment, consider how a co-browsing solution can transform your customer experience. 

Visit samesurf.com to learn more or go to https://www.samesurf.com/request-demo to request a demo today.