Case Study: HSBC Life enables remote policy completion with Surfly

HSBC Life boosts ROI 27%+ with Surfly

HSBC Life needed to digitize their insurance sales process to move away from reliance on in-person meetings. Their challenge was to quickly add visual collaboration features, such as co-browsing and video chat, directly into their existing EASE Agent Portal without disrupting their current technology. They turned to the vendor Surfly to find a solution that could be integrated rapidly.

Surfly implemented its co-browsing and video chat technology, embedding it into HSBC Life's platform in just two weeks. This allowed agents to remotely guide customers through policy creation and finalization with features like document editing and e-signing. The results for HSBC Life included a 27% increase in ROI, an average session time of 60 minutes that led to higher close rates, and customer satisfaction that matched in-person meetings.

HSBC Life