What is Surfly?

Create engaging and fully compliant digital interactions on your platform without the need for code modifications or extra software installations. Surfly enables numerous AXA agents to speed up their sales by digitally mimicking the in-person selling process within their platform. Agents and customers can work together remotely to choose policies, electronically sign documents, and seamlessly start their first payments. Surfly Co-browsing is not only faster and more secure but also easier to use compared to conventional screen sharing tools like Zoom, Google Meet, or Microsoft Teams. It promotes effective, secure, and compliant two-way collaboration that surpasses what screen sharing can provide. Rather than managing multiple external applications like Zoom and DocuSign, everything can be handled within a single Surfly Session. You are able to upload, review, annotate, and electronically sign any document directly from your website or portal without any interruptions. Moreover, Surfly’s flexible solution functions smoothly without the need for integrations, acting as a virtual layer over your existing platforms to enhance user experience for everyone involved. This all-encompassing method streamlines the sales process and fosters a more unified interaction between agents and customers, ultimately leading to increased satisfaction and efficiency. By harnessing this innovative technology, businesses can ensure a more effective sales strategy that caters to the needs of both agents and clients.

Pricing

Price Overview:
Available on request
Free Version:
Free Version available.
Free Trial Offered?:
Yes

Screenshots and Video

Company Facts

Company Name:
Surfly
Company Location:
Netherlands
Company Website:
www.surfly.com

Product Details

Deployment
SaaS
Training Options
Documentation Hub
Online Training
On-Site Training
Support
Standard Support
24 Hour Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Surfly Categories and Features

Remote Support Software

Diagnostic Tools
File Transfer
Live Chat
Real-time Chat
Remote Control
Screen Sharing
Session Recording
Session Transfer
Surveys & Feedback

Remote Desktop Software

Chat
Cross-Platform Access
File Transfer
Group View
Mobile Device Access
Multi Monitor Support
Record Remote Sessions
Remote Print
Remote Wake
User Management