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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.

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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.

Client Portal Integrated E-Signature Collaboration Spaces
Delight Your Clients

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.

Rapid Client Onboarding Digital Document Request Lists Email and File Encryption
Uncomplicate Document

Integrate with Your Favorite Tools

ShareFile connects beautifully with the most popular workplace tools.

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Microsoft 365

Integrate ShareFile with Microsoft 365 apps like Outlook, OneDrive, and more to create effortless document collaboration.

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Google Worksplace

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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Modern Collaboration Built for the Pace of Insurance

  • 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 Learn More

“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 ISG Illustration Read Case Study

“ShareFile has been a game changer for us, for sure.”

Brian Thornton Founder and CEO, ISG ISG Illustration Read Case Study
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ShareFile is part of the Progress product portfolio. Progress is the leading provider of application
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