ShareFile for Insurance

Accelerate your client interactions

Streamline complex insurance workflows with a single tool 
Save time and reduce work while providing better ways for clients to work with your business. With ShareFile, agents can share documents easily and securely with colleagues, partners, and clients while keeping data protected and organized. Customized automated workflows keep processes moving efficiently for better service at a lower cost. 

Deliver an enhanced client experience
Create high-quality digital experiences that help your firm satisfy and retain clients. Easier ways to collaborate make your services more effective and efficient for both clients and employees.

Accelerate turnaround times

Take tedious busywork out of collaboration workflows for onboarding, policy creation, and claim processes with clients. ShareFile makes it easy to share, organize, request e-signatures, and get feedback or approval on documents so agents can stay focused on what really matters—their clients. 

Protect customer data

Share and receive large files like client personal information, claims, and policies easily without sacrificing security. With bank-level encryption and customizable granular access control settings, sensitive client data is always protected.

It's a beautiful solution that works seamlessly and highly effectively for a huge client corporation. It would be an absolute nightmare to handle it in any other way.
Bil Danielson
Executive Auditor
Insurance Services Group of the Southeast

File sharing resources for insurance

Client portals
Create a seamless client experience to improve satisfaction. Streamline collecting data and exchanging it securely with a personal portal for every new and existing client.


Agreement workflows
Generate and collect client agreements such as policies or claims right inside of ShareFile. Send unlimited documents for e-signature and reduce admin time spent to acquire wet signatures and uploading back into client records. 


Granular access control
Ensure absolute document security and easily change folder and document access settings with just a few clicks. Control who can access each document—and add security measures such as encryption, log-in requirements, and expiry dates as needed.


World-class integrations
ShareFile easily connects to the insurance software and apps you use every day, like Microsoft Office 365 and Outlook, so you can access your favorite files generated from those apps from one interface.