Client Portal

Streamline complex insurance workflows with a single tool

Save time and reduce work while providing better ways for clients to work with your business. With ShareFile, agents can share documents easily and securely with colleagues, partners, and clients while keeping data protected and organized. Customized automated workflows keep processes moving efficiently for better service at a lower cost.

Deliver an enhanced client experience

Create high-quality digital experiences that help your firm satisfy and retain clients. Easier ways to collaborate make your services more effective and efficient for both clients and employees.

Accelerate turnaround times

Take tedious busywork out of collaboration workflows for onboarding, policy creation, and claim processes with clients. ShareFile makes it easy to share, organize, request e-signatures, and get feedback or approval on documents so agents can stay focused on what really matters—their clients.

Protect customer data

Share and receive large files like client personal information, claims, and policies easily without sacrificing security. With bank-level encryption and customizable granular access control settings, sensitive client data is always protected.