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Guided cx for insurance

Humanize the digital insurance experience

The insurance industry is undergoing rapid digital transformation. Manual, in-person, paper-based processes are moving to the browser or app. Your customers need help while learning these new processes for getting things done. Create real human connections in your digital space to guide customers through new and complex processes, increase adoption, and improve customer satisfaction.

Online claims

Demystify the claims process

Online claims can be a customer service nightmare because the process is complex and the documentation grows explosively. Glance lets you join your customer in their browser or app, view what they are seeing, guide them as they navigate, and help them complete uploads, entries, submissions, and approvals.


Empower customers to use your digital processes with confidence

Glance lets your service rep see the screen of the customer and guide them through their online account management and transactions. Glance is proven to improve the results of self-service initiatives by letting you guide and retrain customers to use new digital processes. Glance reduces operational service center costs and increases customer satisfaction & loyalty.



Present proposals and policy options in-person, digitally

Glance is the first complete solution for transforming in-person consultations into digital meetings. Agents can launch sharing sessions with the click of a button to connect with customers on desktop or mobile devices. Present proposals and policy options. View the customer’s browser or app screen and guide them to complete transactions and update their policies.

Mobile App Share


Give agents and brokers hands-on online training

Trainers can put agents and brokers in the driver’s seat and guide them through a hands-on online training curriculum. People learn better when they do it themselves, rather than watching someone else do it. Glance improves online training and certification programs for both in-house and third-party representatives.

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Salesforce Integration


What our customers are saying

At Glance, we understand the importance of providing an exceptional customer experience. Our customers are fantastic—and they think we’re fantastic too.

“Glance’s integrated cobrowse and screen share solution [enables] us to instantly connect with customers, simplify processes, and create a very positive experience. 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

“With Glance, customers were just less likely to be aggressive. Just by nature of human behavior. Our agents can solve their problems easier, more efficiently. These two things really make our agents happier.”


Contact Center Director for a Top 10 US Healthcare Insurance Provider

How it works

Guided CX to elevate the insurance customer experience

Insurance companies have long relied on human interactions. As the industry undergoes its digital transformation, it's essential to maintain the human connection that builds trust and fosters life-long relationships.

Glance enables your representatives to instantly see what customers are seeing on-screen, to quickly understand problems and guide them to a speedy solution. Your representative can highlight elements on the customer’s screen including text, graphics, form fields, and navigation controls. Guide the customer and follow from page to page as the customer navigates the website or app.
Glance Cobrowse 3

Glance can also show the rep’s screen to the customer — perfect for presenting proposals to close the sale or for delivering advisory services.


Your rep can see the screen of users of your desktop software, website, browser based app, or native mobile app. Glance gives you a consistent rep and customer experience on every digital platform.

Mobile App Share

Glance is enterprise-proven in some of the largest companies and high-volume contact centers in the world. And Glance is engineered to comply with strict customer privacy and security requirements, perfect for financial services, healthcare, software, and insurance.

Trust & Security
Glance Blog

Guided CX Trends

Explore insights and best practices to help you deliver standout customer experiences in your digital spaces.

Guided CX

See Glance Guided CX solutions in Action

View the many ways Glance can transform the experience of your digitally connected customers. Add Glance guided CX solutions to your existing apps and websites to create digital interactions with your customers that rival in-person meetings. Join customers in the app or website. See what’s on their screen. Deliver expert consultation. Guide customers to complete web and in-app transactions.

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Guided CX

Revitalizing visual engagement for maximum impact

Visual engagement solutions are being implemented by companies across every industry to break through classic communication barriers and provide the empowering service today’s consumers want.

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Guided CX

Innovating Guided CX: A path to exceptional experiences

CEO Tom Martin recently joined CX Today’s Charlie Mitchell for an engaging conversation where they explored the evolving landscape of customer experience (CX). They explored the increasing significance of guided CX, the solutions that are resonating with Glance's customers, and Tom gave a sneak peek into Glance's product roadmap. Keep reading for a synopsis of the conversation, or watch the replay now.

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See it Live

Join your customers inside your digital spaces

Set your digital customer experience apart from the rest with Glance Guided CX.