Surfly vs. Zoho Assist Comparison Chart

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.