Surfly
13 Case Studies
A Surfly Case Study
Empire Life, a Canadian insurance group, faced a fragmented digital sales journey that required advisors to switch between multiple external applications. This disjointed process was time-consuming and complex. To address this challenge, they partnered with vendor Surfly to implement its co-browsing technology.
Using Surfly's solution, Empire Life unified all external applications into a single, seamless sales flow. This enabled real-time collaboration between advisors and clients, simplifying the process. The results included a streamlined sales cycle, significant savings in onboarding and training hours, and an overall boost in satisfaction. Surfly's plug-and-play technology also allowed for a fast implementation that saved valuable developer resources.