Compare Surfly vs. Upscope in 2026

Upscope

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Description

Build interactive and fully compliant digital experiences on your platform without altering any code or installing additional software. Surfly empowers countless AXA agents to accelerate their sales by digitally simulating the face-to-face selling process within their platform. Both agents and customers can collaborate from a distance to select policies, electronically sign documents, and initiate their first payment seamlessly. Surfly Co-browsing is not only quicker and more secure but also simpler to navigate compared to traditional screen sharing applications like Zoom, Google Meet, or Microsoft Teams. It facilitates effective, secure, and compliant two-way collaboration that screen sharing cannot match. Instead of juggling various external tools like Zoom and Docusign, you can manage everything in a single Surfly Session. You can upload, review, annotate, and e-sign any document directly from your website or portal without interruption. Furthermore, Surfly’s adaptable solution operates effortlessly without requiring integrations, serving as a virtual layer over your existing platforms, ensuring an enhanced user experience for all parties involved. This comprehensive approach simplifies the sales process and provides a more cohesive interaction for agents and customers alike.

Description

You can now instantly see what your users see and help them to get onboard. Upscope cobrowsing, the new zero-download interactive screen sharing tool, is designed for easy onboarding and support. 1. You can see what your user sees in one click. 2. Scroll and click with YOUR mouse on THEIR screen. 3. You can do this immediately via live chat or by calling them. Integrates seamlessly with Intercom, Zendesk and Olark as well as your existing phone system.