Close Insurance Sales Faster With Live Screen Sharing
Send a link mid-call and your client sees the quote, the coverage, and the enrollment form on their phone while you stay on the line. No app, no download, no extra meetings to schedule.
Free to try. No credit card required.
Trusted by insurance teams at
“I used to lose almost half my prospects between the first call and the follow-up. Now I close before hanging up. HelloScreen adds over $2,000/month to my commissions.”
Sound familiar? 📞
“Can you email me this later?”
You send the quote to an inbox they barely check. You follow up once, twice, three times. The deal goes cold while you wait for a reply that never comes.
“I need to see the details first.”
If they can't see the premium, the deductible, and the network, none of it sticks. They won't commit to a policy they can't picture in front of them.
“Let's schedule a follow up call”
You agree to hop on another call. Then they cancel. Or reschedule. Or never show. Every extra call is another shot at losing them.
“I'm not good with technology.”
Older and less tech-savvy clients are harder to close than ever. They don't want to download new apps, log in to Zoom, or sort through email attachments.
What if you could show them the plan, walk them through the forms, and finish enrollment together — all before you hang up?
HelloScreen makes it easy
Three steps from quote to enrollment, all on the same call
Upload what you already sell with
Quotes, plan comparisons, SBCs, rate sheets, enrollment forms. Anything you'd normally email after the call.
Text the link mid-call
Say "I just sent you a link, tap to open it." Your screen loads on their phone. No app, no login, no meeting invite.
Walk them through it and close
Point to the monthly premium. Compare two plans side by side. Highlight where to sign. Hand over control so they can fill in their info and enroll right there.
