ShareFile for Insurance

The faster way to securely share and view data.

Microsoft Outlook Plugin
Encrypt emails and send and request files securely right from your inbox.

ShareFile Mobile Apps
Access, share, edit and store files any time, anywhere, from iOs, Android, etc.

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

Send, share, e-sign – all with compliance support you can trust

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

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

ShareFile Tools

ShareFile Sync

Sync all of your 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 files directly from QuickBooks or any other software into ShareFile without having to download data to an unsecure local device.

Trusted compliance support

You don’t just need to protect that census data or other PII or PHI — you’re obligated to by law. Life and health insurance professionals must follow regulations and guidelines that affect how you send applications, census data for group benefits and other documents. Get expert support to help you maintain compliance with regulations that can affect your industry, including FINRA.

Business-class file sharing on any device

Easily share and receive large files in a few clicks. No paperwork, thumb drives or passwords required. And with bank-level encryption and more than 25 customizable security settings, your business 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.

Powerful collaboration capability

Applications. Policies. Brochures. Contracts. Process forms. It's tedious to get these and other documents to your customers and hear back from them in a timely manner. With ShareFile, you can launch a streamlined workflow to give and receive accurate, real-time feedback, request approvals and get legally binding e-signatures.