FileOrbis Governance for Microsoft 365 | Learn More

FileOrbis Governance for Microsoft 365 | Learn More
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Insurance2025-08-17T15:30:57+04:00

Insurance

Secure policyholder data, streamline claims collaboration,
and control document sharing across departments and partners.

Insurance

Secure policyholder data, streamline claims collaboration,
and control document sharing across departments and partners.

In the insurance industry, protecting sensitive data while ensuring seamless collaboration is a daily challenge. FileOrbis gives insurers full control over file access, movement, and usage—empowering underwriters, claim teams, and agents to work faster without compromising privacy, compliance, or customer trust.

How FileOrbis Helps?

Secure Email Attachment Management

Stop sending sensitive files as email attachments. Replace them with secure FileOrbis links that offer access expiry, revocation, watermarking, and view-only mode for policy documents or claims data.

Optimized for search: secure email for insurance files, email attachment replacement with tracking

Smart Encryption

Encrypt sensitive documents based on content type, file location, or user role. Ensure end-to-end protection for customer records, payout details, or legal case files—both at rest and in transit.

Optimized for search: encrypted insurance documents, automatic encryption for claim data

Watermark and Access Control

Watermark every page with user identity when sensitive documents are accessed. Restrict downloads or copying when agents, brokers, or external legal partners open protected files.

Optimized for search: watermark policy files, view-only document access for insurance industry

Content-Based Policy Enforcement

Control who can open, edit, or share documents using rules tied to file content or classification. Ensure claim files and policies are only available to the right people, at the right time.

Optimized for search: access control by classification, content-aware file restrictions for insurance

File System Orchestration

Unify file access across different departments and platforms—whether legacy systems, network drives, or newer applications. FileOrbis allows seamless document access without moving files.

Optimized for search: unify insurance document systems, federated access across underwriting and claims

Collaboration & Productivity

Allow underwriting, claims, legal, and finance teams to work on the same files with audit-ready logging and real-time control. Eliminate version conflicts and scattered data copies.

Optimized for search: secure document collaboration for insurance, cross-department file access

Industry Challenges

  • Preventing data breaches from email attachments and file sharing
  • Managing secure access to customer records and claims files
  • Enabling controlled collaboration across departments and legal teams
  • Meeting strict regulatory and audit requirements (e.g., GDPR, KVKK)
  • Operating across legacy systems and siloed data sources
  • Ensuring traceability and access logs for all document interactions

Frequently Asked Questions

Instead of sending files directly, FileOrbis allows you to insert secure file links. You can expire access, apply watermarks, restrict downloads, and track all activity.

Yes. You can set rules to auto-encrypt files based on folder, user role, file content, or document type—ensuring all sensitive data is protected.

You can force files to open in view-only mode with user-specific watermarks. File downloads and copy actions can be disabled for extra protection.

Yes. FileOrbis orchestrates access across your current platforms, network drives, and legacy file systems—without requiring full migration.

Absolutely. Every file view, share, or edit action is logged with timestamp and user identity, making audits simple and transparent.

4.9

by FileOrbis in Content Collaboration Tools

Collaborating across underwriting, legal, and finance has never been easier or safer. FileOrbis keeps everything unified and compliant.

IT Governance Manager, Property & Casualty Insurance Firm

We no longer worry about attachments being forwarded or saved. With FileOrbis, we can revoke access at any time—even after the file has been shared.

Director of Claims Operations, Regional Insurer

FileOrbis has transformed how we manage and share sensitive documents. Secure links and watermarking gave us the control we needed over client data.

Chief Risk Officer, Life Insurance Group

Request a Tailored Demo

See how FileOrbis empowers your insurance operations with secure document access, encrypted sharing, and smart collaboration—while helping you stay fully compliant.

FileOrbis – Secure & Compliant Document Management

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Request a Demo

Do you want to contact one of our representatives to get information or see FileOrbis in action? Schedule a custom live demo of Fileorbis made just for you.

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