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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Simplify agreement signing and enhance client experience with QuickBooks integration.

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Integrated lead management to automate onboarding with ShareFile.

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Zapier effortlessly integrates ShareFile with over 4,000 applications.

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More efficiencies for insurance agents

Easily complete policy or claim document workflows with automation and integrated e-signatures.

Cutting-edge security for firm admins

Ensure all employees can securely transfer and store data without adding steps to their workflows.

Faster service for clients

Organize document request workflows, files, and tasks by claim or policy to make customer collaboration seamless.

"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.