For Insurance

Secure Document Sharing for Insurance

Insurance agencies share policy documents, claims reports, and underwriting materials with clients and adjusters. CloakShare ensures sensitive policyholder data stays protected with email gating, expiry, and full audit trails for regulatory compliance.

The problem

Policy documents with personal data shared as unencrypted email attachments

Claims reports forwarded beyond authorized parties

No audit trail for regulatory compliance when sharing underwriting materials

Renewal documents stay accessible long after the policy period ends

How CloakShare solves it

Email gating

Password protection

Link expiry

Audit trails

Self-hosting

Custom domains

Documents insurance share with CloakShare

Policy documents
Claims reports
Underwriting materials
Renewal proposals
Coverage summaries
Loss run reports

Video and document sharing in one platform

CloakShare is the only secure sharing platform that handles both documents and video. Upload MP4, MOV, or WebM files alongside your PDFs and presentations. Videos are automatically transcoded to adaptive HLS streaming with 720p and 1080p quality tiers, watermarked with the viewer's email on every frame, and tracked with per-viewer watch-time analytics.

No other document sharing tool offers this. Not DocSend, not Papermark, not Digify. For insurance that need to share both documents and video content, CloakShare eliminates the need for separate tools.

Frequently asked questions

Does CloakShare help with insurance regulatory compliance?

Yes. Full audit trails log every view with viewer identity, timestamp, and pages accessed. Self-hosting ensures policyholder data stays on your infrastructure. Link expiry automatically revokes access when policies end.

Can I share claims documents securely with adjusters?

Yes. Create email-gated links restricted to specific adjuster email addresses. Add password protection for an extra layer of security. Every access is logged for your compliance records.

How do I ensure policy documents expire when coverage ends?

Set link expiry dates aligned with policy periods. When the date passes, access is automatically revoked. No manual cleanup required.

Can I self-host CloakShare to meet data sovereignty requirements?

Yes. CloakShare is open source and self-hostable via Docker. Run it on your own servers to meet any data residency, sovereignty, or regulatory requirements.

Start sharing securely

Free tier includes 50 links and 500 views per month with email gating, watermarks, and page-level analytics. No credit card required.