Screen sharing software for insurance sales

"Every time I call a client, I tell them that they don't have to download an app. They click a link and see my screen. It's just so easy"

CrankWheel screen sharing is the most effective tool telesales tool for insurance agents.

By screen sharing with CrankWheel, you can transform your phone calls into visual presentations and have more meetings per day.

Choosing the right policy is confusing for the customers. They have to consider the premium they are willing to pay, the policy limit and deductibles of their policy and how these factors affect each other.

That’s where insurance agents and brokers come into the picture. They are the experts in narrowing in on the best options for the customer. But they have to explain the different policy options to customers, and doing that over the phone can cause confusion for the customer.

That’s why in-person meetings have been a key success factor for insurance agents. CrankWheel warms up the cold prospects and transforms insurance calls to interactive and engaging meetings.

Share to any device
Save time
Engaging calls
Visual engagement for insurance

Create visual engagement with a screen sharing session and see when you can re-engage the viewer. The preview window shows you how your customer sees your presentation and where their pointer is. This gives you the opportunity to see when they are engaging with the presentation and if they are paying attention.

Screen share increases success

Most of our enterprise clients use their CrankWheel stats as one of their KPIs. This is because they know that phone calls complemented with a screen sharing session increase their success rate.

One-way screen share - interactive communication

The only thing that is shared is the presenter’s window. Customers don’t have to worry about sharing their webcam or their desktop.


For both internal and external compliance, recording the session is a must. If there is any dispute, it’s easy to see what was shared during the session.

Managing the team

CrankWheel gives managers the option to jump on a session to give feedback to their team members to improve their presentation.

On the go

Your customer can be stuck in traffic or sitting by the pool. As long as they have an Internet connection and a device, they can view a live presentation.


Screen sharing

The convenience and efficiency of a phone call combined with the visual engagement of an in-person meeting. During a call, you simply send your customer a link via email or by text message (SMS) and they can see what you are sharing in just seconds on any device and with any browser. When you need to cover complicated matters, it’s easier to use visual aids and show the customer what you mean.


Having the customer fill out a form while on the phone can be frustrating and often creates friction. With the screen-sharing functionality of CrankWheel, your customers can see the information being filled into a form for them. Sometimes it’s more efficient to hand over control and allow the customer to fill in the relevant information. The Remote Control feature of CrankWheel gives you the ability to hand the form over to your customer while on a call. This co-browsing feature that works in any browser and on any device, empowers the customer and increases the interaction of the appointment.

Inbound calls

The customer looks at your website and is interested in your offering and wants to know more. How do you enable interested customers to engage with you? With Instant Demos, you place a clear call to action on your site, urging your customer to receive a call. They click, fill out a simple form and CrankWheel instantly alerts your sales team on-screen or by text message. The representative that reacts the quickest can hop on and call your customer at once. The quicker you engage with interested customers, the higher the close rate. With the combination of quick response and screen sharing, you are significantly increasing the chance of closing the sale.