Audience
Companies searching for a solution to manage and improve their online interactions
About Surfly
Create collaborative and fully compliant digital journeys on your platform without changing a single line of code or installing software. Surfly helps thousands of AXA agents sell faster by digitally recreating the in-person sales experience on their platform. Agents and customers collaborate remotely to choose a policy, e-sign documents, and make their first payment. Surfly Co-browsing is faster, safer, and easier to use than screen sharing tools like Zoom, Google Meet, or Microsoft Teams. It enables active, secure, and compliant two-way collaboration that can never be replicated with screen sharing. Why use multiple external tools like Zoom and Docusign when you can just do everything in one Surfly Session? Upload, review, annotate, and e-sign any document without ever leaving your own website or portal. Surfly’s solution is flexible enough to work on the fly without any integrations as a virtual layer on top of your existing platforms.
Pricing
Company Information
Product Details
Surfly Frequently Asked Questions
Q: What kinds of users and organization types does Surfly work with?
Q: What languages does Surfly support in their product?
Q: What kind of support options does Surfly offer?
Q: What other applications or services does Surfly integrate with?
Q: Does Surfly have an API?
Q: What type of training does Surfly provide?
Q: Does Surfly offer a free trial?
Q: How much does Surfly cost?
Q: What pricing for support is available for Surfly?
Q: What pricing for training is available for Surfly?
Surfly Product Features
Remote Desktop
Remote Support
Surfly Verified User Reviews
Write a Review-
Probability You Would Recommend? 10 out of 10
"Surfly Software Review" 5 out of 5 stars Posted 2026-05-25
Pros: Several things:
1) Ease/Simplicity of setup & use
2) Technical knowledge not necessary
3) Budget friendly
4) Compatible with Apple, Android & WindowsCons: There are currently no cons. I will update again after 6 months of use.
Overall: My point of contacts from sales to onboarding have been exceptional.
Read More...
Not only will I recommend Surfly, I want to partner with them.
This software is going to benefit industries that are looking to significantly increase client acquisition, customer service/client engagement while also decreasing costs associated with the above
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