Finance & Insurance

Cobrowse any form of content in real time without enduring the installs, engineering and security risks that characterize alternative solutions.

Achieve full context on any platform by initiating instant support on the client's current page.

Remote Finance

Results in a 40% average uplift in client registrations vs live chat alone

Infuse redaction of sensitive elements to safeguard data during cobrowse sessions.

Online Insurance

Results in a 33% average increase in satisfaction rates vs live chat alone

Empower agents to provide visual guidance so customers are less likely to recontact support.

Accounting Software

Results in a 38% average uptick in first call resolution vs standard support

The Real Time Solution for Finance and Insurance

Experience the only remote engagement platform that sidesteps installs, latency and coding within finance and insurance.

View Features
Samesurf Cobrowse

Browse all forms of content together from any device or browser.

Control Passing
In-Page Control Passing

Pass control within the same page without relinquishing device control.

Upload & Share
Upload & Share

Upload files to the cloud for instant sharing via a single click.

In-Depth Analytics

Garner valuable analytics for broad insights and regulatory compliance.

Video Chat
HD Audio & Video Chat

Enhance the shared experience for all users via HD audio & video chat.

Screen Sharing
Screen Sharing

Toggle into screen sharing to display offline content from the desktop.

Session Recording

Record sessions for compliance and share them via a single link.

Live Messaging
Screen Redaction

Restrict real time sharing of sensitive data like credit card numbers.

Remove All Installs and Security Concerns

Samesurf empowers support and sales agents to join clients on the same page within seconds by removing obstacles like downloads, privacy concerns and compliance considerations.


Includes all essential features for deploying Samesurf as a Stand Alone Service.


Get Started
  • Install & Code-Free Cobrowse
  • In-Page Control Passing
  • HD Audio & Video Chat
  • Upload & Share with 10GB Storage
  • Traditional Screen Sharing
  • High Definition Video Sharing
  • Instant Text & Link Messaging
  • Session Scheduling
  • Comprehensive Analytics
  • Help Center Support


Includes integration, customization and security features for Enterprise Deployment.

Custom Pricing

Contact Sales
  • Website & App Integration via REST API
  • Screen Redaction for Sensitive Elements
  • Mobile App Cobrowsing for iOS & Android
  • Solo Tenant & Self-Hosted Cloud Deployments
  • Dedicated Server Based Pricing
  • Interface White Labeling
  • Domain Whitelisting
  • Session Recording
  • Management Portal Access
  • Priority Support & Enhanced SLAs