Surfly Reviews

Surfly Description

You can create fully compliant and collaborative digital journeys on your platform, without having to change a single line code or install software. Surfly makes it easy for thousands of AXA agents to sell faster by digitally replicating the in-person sales experience via their platform. Customers and agents can collaborate remotely to select a policy, esign documents, and make their first payments. Surfly Cobrowsing is safer and faster than screen sharing tools such as Zoom, Google Meet, and Microsoft Teams. It allows for active, secure, compliant, and two-way collaboration that cannot be replicated using screen sharing. You don't need to use multiple tools such as Zoom or Docusign when you can do it all in one Surfly session. You can upload, review, annotate, e-sign, and even e-sign any document from your own website or portal. Surfly's solution can be used as a virtual layer on top or your existing platforms, and it is flexible enough that it can be used on the fly.