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Screen Sharing for Insurance Agents
A client on the phone can't see what you're filling in — a policy application, a coverage quote, a benefits comparison. Sharry lets you share your screen from a browser tab so they can follow along live, without installing anything or joining a meeting app first.
Why agents use Sharry on client calls
- No download for the client — they open one link on their phone or computer and see your screen immediately.
- No account or meeting software to explain over the phone — fewer steps between 'let me show you' and them actually seeing it.
- Peer-to-peer, end-to-end encrypted via WebRTC — nothing is recorded or stored on a server by default.
- Works for a single call with one client — no scheduled meeting link or a paid seat required per agent to try it.
How to share your screen on a client call
- 01
Open the form or quote you're walking through
Have the application, quote tool, or comparison page ready on your screen before you dial in.
- 02
Start a session
Open sharry.live and create a session while you're on the call — no sign-up needed on the free plan.
- 03
Send the invite link
Text or read out the invite link; the client opens it on whatever device they have in hand.
- 04
Share your screen and fill in the form together
Click Share Screen, pick the window, and talk them through each field as you type — they watch in real time.
Good to know
- Sharry is one-way screen sharing, not co-browsing — the client watches your screen, they don't click or type into it themselves.
- It's a plain screen-sharing tool without insurance-specific compliance features like field redaction or audit trails — check what your carrier or broker license requires before using it for regulated paperwork.
- The free plan covers 5-minute sessions with 1 viewer; longer calls need a Pro account — free during Early Access.