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Cobrowsing for Insurance

Guide Customers Through Digital Insurance With Confidence

Deliver visual support inside policy portals and claims platforms without screen-sharing risks. Blitzz Cobrowse is secure, compliant, and purpose-built for insurance teams that need real-time digital assistance to streamline policy selection, claims processing, and customer onboarding.

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Trusted By  Leading Insurance Providers

 

Elevate the Insurance Customer Experience With Blitzz Cobrowse

 
Transform Insurance Digital Experiences:

Insurance customers increasingly prefer digital self-service, yet many still struggle navigating complex policy portals and claims submissions. Here's what your insurance contact center can accomplish with Blitzz cobrowsing software:

  • Complete Policy Quote Comparisons Faster
  • Navigate Insurance Portals With Ease
  • Simplify Claims Submission Processes
  • Support Policy Document Access
  • Help Customers Complete Application Forms
  • Assist With Beneficiary Designation Setup
  • Improve Payment Portal Experience
 

Powerful Co-Browsing Platform Features Built for Insurance

Compliant Secure Cobrowsing Solution

Insurance demands rigorous data protection standards, and our cobrowsing solution meets those requirements with end-to-end encryption, strict access controls, and automated PII masking. Every session is consent-driven and fully compliant with SOC-2 and insurance security frameworks, ensuring sensitive customer information stays protected at all times. Unlike traditional screen sharing, our platform prevents exposure of policy details, payment information, or identity data, making it the safest and most compliant way to support customers online.

App-Free, One-Click Access

Insurance customers often struggle with downloads, plugins, and technical steps, but with our app-free cobrowsing, support becomes effortless. A single secure link allows customers to share their screen instantly from any device or browser. No installations. No configuration. Just seamless, instant connectivity. This reduces drop-off rates, accelerates policy comparisons, and ensures even non-technical customers can receive real-time assistance with quotes, claims portals, policy changes, or payment submissions.

Hide Sensitive Customer Information Automatically

Blitzz cobrowse automatically detects and masks sensitive customer information such as policy numbers, payment details, Social Security numbers, and other personal identifiers before the agent can see it. This ensures complete protection of PII while still allowing agents to guide customers through their digital journey. By combining secure masking with controlled screen access, insurance organizations can assist customers confidently while maintaining strict compliance and eliminating unnecessary exposure risks.

Cobrowse Integrations for Insurance

Blitzz Cobrowse works seamlessly with your insurance tech stack. Launch secure cobrowsing sessions directly from your:

 

What Insurance Leaders Say About Blitzz Cobrowse

We appreciate your partnership with DNV. The fact that there's no app download required and the screen capture functionality works seamlessly makes Blitzz incredibly easy to set up and use. This has been a game-changer for our technical support operations across multiple industries.

Daniel J
Daniel J
VP Technology @ DNV
View Case Study
Blitzz is easy for end users and understandable for our customers. The new measurement tools help us assess claims accurately, and they're sufficient for all our reporting needs without any issues.

Daniel J-2
Jozef F.
IT Specialist @ Colonnade Insurance

View Case Study
 

Start Your 30-Day Insurance Cobrowse Success Challenge

Cobrowse Impact

Resolve Customer Issues Up to 44% Faster

With secure, two-way cobrowsing, agents instantly see what customers see across policy portals, mobile apps, claims pages, and quote comparison tools. Reduce escalations, shorten call duration, and increase CSAT.

Cobrowse Impact

Increase First-Contact Resolutions by Up to 46%

When customers abandon policy applications, claims submissions, or payment setup due to complexity, our cobrowsing software steps in. Agents gain immediate screen-sharing access (secure, consent-driven) and walk customers through complex tasks in real time. Fewer escalations, faster success, stronger digital insurance support.

Cobrowse Impact

Protect PII With Zero-Exposure Screen Sharing

In insurance, every click counts. Our compliant cobrowse tool ensures that only the exact screen content the customer consents to is visible, while masking all other sensitive data (PII). Agents never require full access to policy systems, payment platforms, or customer databases, minimizing compliance risks and preserving customer privacy.

Ready to Transform Your Digital Insurance Experience?

Blitzz Cobrowse helps your organization validate how secure, app-free cobrowsing streamlines digital support, reduces customer frustration, and improves operational efficiency across insurance teams.

Join the Blitzz Challenge

Frequently Asked Questions

Have Question? We are here to help

What is cobrowsing for insurance?

Cobrowsing for insurance is a secure, real-time visual support technology that allows agents to see exactly what a customer sees inside policy portals, claims systems, quote comparison tools, or online application forms. Unlike screenshare, cobrowsing is compliance-ready, consent-driven, and masks PII automatically—making it safe for insurance companies, agencies, and brokers to guide customers through their digital journey.

How is cobrowsing different from screen sharing?

Traditional screensharing exposes a customer's full desktop, creating compliance and PII risks. Cobrowsing, on the other hand, only shares the active browser window, hides sensitive customer information, and gives the customer full control over what's visible. This makes cobrowsing the preferred, compliant alternative to screenshare for insurance organizations.

Is Blitzz Cobrowse compliant for insurance use?

Yes. Blitzz Cobrowse is built with enterprise-grade security, encrypted connections, consent workflows, PII masking, and strict access controls. Agents never see policy numbers, payment details, Social Security numbers, or other sensitive data—ensuring safe and compliant digital support for insurance portals and claims platforms.

How does app-free cobrowsing work for insurance customers?

Blitzz Cobrowse uses app-free, one-click access, so customers don't need to download any software or install plugins. They simply click a secure link and can join instantly from any device, anywhere—mobile, tablet, desktop, or browser. This reduces onboarding friction and supports customers who may not be technically comfortable.

What types of insurance customer issues can teams solve with cobrowsing?

Insurance teams can use cobrowsing to troubleshoot and support:

  • Policy quote comparisons and selection
  • Insurance portal login issues
  • Policy document access
  • Claims submission and tracking
  • Application form completion
  • Payment setup and billing inquiries
  • Beneficiary designation
  • Coverage change requests
  • Digital signature processes

It provides a visual, guided experience that helps resolve issues up to 44% faster.