ShareFile for Insurance

The faster way to securely share and view data.

Microsoft Outlook Plugin
Encrypt emails, and send or request insurance files securely from your inbox.

ShareFile Mobile Apps
Access, share, edit and store files anytime, anywhere, from iOS, Android, etc.

ShareFile Sync
Sync insurance files from your desktop to keep your information up to date across all devices.

Share and view data fast with secure file sharing for insurance companies

We offer customizable and secure file sharing and storage that integrates with the tools insurance companies and firms of all sizes use every day. From compliance support to client collaboration, ShareFile can help you secure and connect all your content.

Trusted compliance support

Protecting sensitive insurance-related data — like census reports, personally identifiable information (PII), or protected healthcare information (PHI) — isn't just important for security purposes. You’re obligated to by law. Citrix ShareFile can help insurance professionals follow regulations and guidelines that you're meeting requirements for how applications are sent, life and health insurance insurance-related data is stored, and how other sensitive documents are handled. Ensure you have the file management support you need to maintain insurance-related compliance and regulations, including FINRA.

All policies, endorsements, audits and certificates of insurance that we would have to previously mail are now being distributed through ShareFile.
Dahlia Tuupo
Cavignac & Associates

File sharing resources for insurance

ShareFile Sync

Sync all of your insurance files automatically to the cloud and across devices, so everyone has the most up-to-date information.

File check-in/check-out

Prevent changes to files from getting lost with our check-in/check-out feature, which lets you see who has a file downloaded for updates.

Print to ShareFile

Pull insurance files directly from QuickBooks or any other software into ShareFile without having to download data to an unsecure local device.

Business-class file sharing on any device

Easily share and receive large files — like client data, financial spreadsheets, and legally binding documents —  with a few clicks. Our paperless system minimizes clutter, loose thumb drives, and confusing passwords. What's more, with bank-level encryption and more than 25 customizable security settings, your insurance and client files are always protected.

World-class integrations

Easily connect ShareFile to the software and apps you use every day like Microsoft Office 365, Outlook and WorkSite Organizer — so you can access your favorite files generated from those apps from one interface.

Powerful collaboration capability

Applications. Policies. Audit filings. Contracts. Process forms. It can be time-consuming to get these and other documents to and from your customers in a timely manner. With ShareFile, you can launch a streamlined workflow to give and receive accurate, real-time feedback, request approvals and legally binding e-signatures.