ShareFile® for insurance
We know your clients value a smooth experience. Our workflow automation and client portal are designed to help you deliver just that.
Welcome to hassle-free document workflows
You touch hundreds of sensitive financial documents every day. Our solution protects them all while making it easy to create, share, and organize.
Delight your clients without the clutter
Give clients a simplified experience with one tool to upload claim-related documents, access files, provide e-signatures, and complete tasks.
Uncomplicate document workflows
Replace routine tasks and risky emails with pre-built workflows to onboard clients or request document lists within a single, secure solution.
Integrate with your favorite tools
ShareFile connects beautifully with the most popular workplace tools.
Microsoft 365
Integrate ShareFile with Microsoft 365 apps like Outlook, OneDrive, and more to create effortless document collaboration.
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Google Workspace
Integrate with Google Drive and Gmail for simple, secure link sharing.
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QuickBooks
Simplify agreement signing and enhance client experience with QuickBooks integration.
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Salesforce
Integrated lead management to automate onboarding with ShareFile.
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Zapier
Zapier effortlessly integrates ShareFile with over 4,000 applications.
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"Excellent way to get my work done and approved. Saves me lots of time and reduces my stress when I require immediate approvals on files."
Frankie C
Claims Specialist, Insurance company
“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, ISG
“ShareFile has been a game changer for us, for sure.”
Brian Thornton
Founder and CEO, ISG
Ready for a faster way to service clients?
Create your account and start using ShareFile today.
