Interactive Screen Sharing
Agents can not only share their screens with clients while presenting quotes, illustrations and calculators, but also give access to clients to fill out web forms in real time.
Remote Onboarding
Facilitates seamless onboarding, allowing agents to handhold clients remotely without physical meetings, speeding up the entire process.
Secure Communication
Ensures safe data exchange between agents and clients using encrypted networks for maximum security and privacy protection.
Works on All Forms
Compatible with any web-based form including quotes, applications and claims, no customization needed, simplifying its use across various platforms and vendors.
Collaborative Form Filling
Agents and clients can take turns to fill out forms together in real time, enabling easy interaction, immediate data entry and zero errors in data.
e-Sign and Submission
Clients can preview, sign forms electronically, and submit them securely using the agent’s live guidance, making the entire process paperless, contactless and efficient.
Easy Installation
Agents install the app on their smartphones, while clients only need to click a secure link on their mobiles, tablet or laptop - no downloads required.
No Lag
Zero latency ensures that all updates happen instantly, providing a smooth and responsive experience for both parties.