Glance Industries

Human guidance for the digital moments that matter most

From loan applications to claims, enrollments to checkouts, Glance lets your experts join customers right inside your website or app, so complex, high-stakes journeys feel personal, secure, and simple. Find your industry below.

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Glance connection

Guided CX for Financial Services

The most important transactions are between humans

Let loan officers, bankers, and advisors join customers right in your app or website to guide applications, transactions, and portfolio reviews, building confidence and loyalty that lasts.

  • Digital loansJoin borrowers on-screen to guide them through complex, stressful applications.
  • Digital bankingGuide online account management and transactions with a human touch.
  • Investment managementPresent portfolio performance and investment options in-person, digitally.
Explore Financial Services → Download the brief
Glance cobrowse for financial services
In their words
We’re able to jump right into whatever issue the customer may be facing and provide real-time guidance as opposed to trying to make them describe what they see on the screen.
Jonathan Crane, Senior VP, Centers of Excellence for Axos Bank

Guided CX for Insurance

Humanize the digital insurance experience

As paper-based processes move online, policyholders need help learning new ways to get things done. Guide them through claims, policy changes, and proposals to increase adoption and satisfaction.

  • Online claimsDemystify the claims process and help complete uploads, entries, and submissions.
  • Policy managementEmpower customers to use your digital processes with confidence.
  • Advisory sellingPresent proposals and policy options in-person, digitally.
Explore P&C Insurance →
Guided CX for insurance
In their words
Customers can now resolve issues, discover new products, and get their questions answered with a single call, making them — and us — happy.
Bruce Lippert, Health Plan Analyst at Agri-Services Agency

Guided CX for Tax & Accounting Software

Add the human touch to your tax software

When business owners manage payroll, accounting, and tax filing, they need more than software. They need confidence. Let your experts securely join customers in your platform at the moments that matter most.

  • Tax preparationSee what customers see and meet them where they are during tax season.
  • AccountingStep in on complex payroll and reporting tasks, right inside your software.
  • OnboardingReplace trial-and-error with real-time guidance from your team.
Explore Tax & Accounting →
Glance screen sharing for tax software
In their words
We have the ability to have our experts see what the customer sees and highlight areas to help direct the customer. Our one-way video lets the customer connect the TurboTax expert they are speaking with. It’s been a game changer for Intuit.
Stacie Herring, Director of Assisted Experience at Intuit

Guided CX for Healthcare

Deliver standout healthcare experiences

Convey empathy in the digital moments that matter most. Glance lets representatives join members in your app or website to support onboarding, claims, coverage questions, and plan renewals.

  • EnrollmentMake enrollment frustration-free, especially for members newer to technology.
  • Benefits & claimsSee what members see and guide them with compassion during stressful moments.
  • Member & provider supportProvide online experiences that rival face-to-face support.
Explore Healthcare → Read the brief
Healthcare customer service representatives
Customer story
A top-five health insurance provider used Glance with Salesforce to improve online portal adoption and increase CSAT for Medicare Star Ratings.
Top-five health insurance provider

Guided CX for State, Local & Education

Serving citizens with secure human connections

Help state and local governments, schools, and universities guide people in real time, whether they’re renewing a license, filling out forms, or navigating a new online portal.

  • Renewals & registrationsSimplify license renewals and vehicle registrations online.
  • Business servicesSupport business owners with permits, payments, and inspections.
  • Pensions & benefitsHelp members navigate high-stakes retirement and benefits decisions.
Explore SLED →
Glance screen share for government
Customer story
One of the nation’s largest state DMVs uses Glance to guide residents through vehicle registrations and license renewals online.
State DMV

Guided CX for Retail

Humanize your online retail experience

Give shoppers the in-person experience they love, digitally. A friendly face can shop, troubleshoot, advise, and consult with them right on your website or in your app.

  • Shop togetherHelp customers with high-value or complex purchases before carts are abandoned.
  • Customer serviceMake troubleshooting and returns a breeze with video and screen share.
  • Premium servicesConnect stylists, designers, and experts directly with customers.
Explore Retail → Get the brief
Retail associate helping a customer
The results
Increase average transaction size and value, reduce shopping cart abandonment, and drive more repeat visits and word-of-mouth buzz.
Glance for Retail

Guided CX for SaaS

CX that sells SaaS

Software companies connect with users all day long. Whether you’re demoing to prospects, onboarding customers, answering support calls, or delivering services, Glance lets you visually engage in your digital space.

  • Digital sales meetingsLaunch fast sharing sessions for demos and close more business.
  • Customer careSee customer screens, find the problem, and guide them to a fix in seconds.
  • Training & onboardingPut customers in the driver’s seat to build power users who stay.
Explore SaaS →
SaaS team collaborating
In their words
At Constant Contact, our customers are our top priority. Glance has improved our ability to resolve issues swiftly within a single call and deliver even more ‘wow’ experiences.
Rick Edwards, Partner Implementation Manager at Constant Contact
We’re happy to help.

Not sure where your team fits?

Our team will walk you through how Glance supports the customer moments that matter most in your industry.

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