Univerx
Features
Co-browsing
Guide customers in real-time
Video Calls
Face-to-face support sessions
Industries
Energy
Guided rate consulting and contract closing
Finance
Digital banking advice and deal completion
Insurance
Policy consultation and digital underwriting
Public sector
Virtual citizen services and applications
Healthcare
Patient guidance and telehealth support
Pricing
Resources
Blog
Latest insights and updates
Getting Started
Quick setup guide
API Reference
Complete API documentation
Integration Guide
Step-by-step integration
Explore our resource center
Support
Sign InGet Started
Co-browsingVideo CallsEnergyFinanceInsurancePublic sectorHealthcarePricingBlogResourcesSupportSign In
Insurance

From policy consultation to contract signing in a single session

Even complex insurance products that require intensive consultation can be advanced to the contract stage during a single meeting, including digital signature and without media disruption.

Get Started
45%Faster policy closing
01Simplified underwriting process
02Digital contract signing built-in
03Higher first-session close rate
Your challenges

Without the right tools, deals slip away

01

Complex underwriting processes

Risk assessment and policy configuration require multiple steps and back-and-forth that delay closings.

With Univerx:

Walk customers through underwriting questions in real-time. Guide them through forms and complete the process together.

02

Media disruption at contract stage

Customers are ready to sign but need to switch to another channel, print documents, or visit an office.

With Univerx:

Capture legally binding digital signatures during the consultation session. No printing, no mailing, no delays.

03

High processing costs

Post-processing, paper handling, and multi-channel follow-ups drive up costs and extend close times.

With Univerx:

Eliminate post-processing with end-to-end digital workflows. Close deals in one session, not several.

The difference

Traditional process vs. with Univerx

Policy closing time
Traditional
10+ days with paperwork
With Univerx
1 complete session
Post-processing steps
Traditional
15 manual steps
With Univerx
6 automated steps
First-session close rate
Traditional
12% of meetings
With Univerx
36% of meetings

From consultation to close

A seamless journey from first contact to signed contract, guided every step of the way.

01

Live policy consultation

Discuss coverage options and guide customers through product details with video and co-browsing.

02

Guided application

Walk through underwriting questions together. Customers see exactly what's being filled in and why.

03

Digital contract signing

Complete the policy with a digital signature on any device: smartphone, tablet, or laptop.

Proven results

Measurable impact on your bottom line

0
Faster policy closing
0
Fewer processing steps
0
Higher first-session close rate

Ready to close more deals?

Get started

Got questions? We've got answers

Co-browsing lets you see exactly what your customer sees on their screen in real-time. You can guide them through sales demos or support issues visually without any downloads or complicated setup, just instant, seamless communication.

Video calls work with a single click, no downloads or installations needed. Your leads and customers connect instantly through their browser, and you can see, hear, and guide them in real-time while simultaneously viewing their screen. Perfect for closing deals or solving problems.

Absolutely! Univerx is designed for both sales and customer support teams. Use it to conduct product demos, close deals, answer questions, and resolve issues, all with the same powerful video and co-browsing tools.

Getting started is simple. Sign up for an account, add the Univerx widget to your website with one line of code, customize it to match your brand, and you're ready to start connecting with leads and customers through video calls and co-browsing.

Absolutely. We use enterprise-grade encryption for all video calls and co-browsing sessions. Customer data is never stored unnecessarily, and all sessions are encrypted. We're fully compliant with GDPR and SOC 2 standards.

Yes! The Univerx widget is fully customizable. You can adjust colors, positioning, text, and behavior to perfectly match your brand. All customization options are available through our easy-to-use dashboard, no coding required.

Stay ahead in customer support

Subscribe to our newsletter and get the latest updates, tips, and best practices, straight to your inbox.

Early access to new features
Weekly tips from our support team
Product updates and announcements
Early access to new features
Weekly tips from our support team
Product updates and announcements
Early access to new features
Weekly tips from our support team
Product updates and announcements
Early access to new features
Weekly tips from our support team
Product updates and announcements
Univerx
Co-browsingVideo callsPricingDocsSupport
© 2025 Univerx - Empowering better customer support
EN|DE
Privacy PolicyTerms of UseSecurity