"Navigating the Secure File Transfer Landscape: Insights for Insurance Agents from Market Analysis" When analyzing customer feedback across multiple platforms, research shows that insurance agents prioritize security and ease of use when selecting secure file transfer tools. Market research indicates that while many agents overthink the complexities of compliance, the most valued features often boil down to straightforward functionality and reliability. For example, brands like ShareFile frequently appear in top-rated lists, with users highlighting its robust encryption and user-friendly interface, often reported to streamline the process of sending sensitive client information. Data suggests that while some agents gravitate towards high-end solutions, budget-friendly options like Dropbox Business are also well-regarded for their security features and flexibility. Interestingly, industry reports show that agents working in fast-paced environments often prefer tools that integrate seamlessly with existing workflows—something that products like WeTransfer seem to deliver effectively, receiving positive feedback for their straightforward setup. Have you ever considered how much time those extra clicks could really cost you?"Navigating the Secure File Transfer Landscape: Insights for Insurance Agents from Market Analysis" When analyzing customer feedback across multiple platforms, research shows that insurance agents prioritize security and ease of use when selecting secure file transfer tools."Navigating the Secure File Transfer Landscape: Insights for Insurance Agents from Market Analysis" When analyzing customer feedback across multiple platforms, research shows that insurance agents prioritize security and ease of use when selecting secure file transfer tools. Market research indicates that while many agents overthink the complexities of compliance, the most valued features often boil down to straightforward functionality and reliability. For example, brands like ShareFile frequently appear in top-rated lists, with users highlighting its robust encryption and user-friendly interface, often reported to streamline the process of sending sensitive client information. Data suggests that while some agents gravitate towards high-end solutions, budget-friendly options like Dropbox Business are also well-regarded for their security features and flexibility. Interestingly, industry reports show that agents working in fast-paced environments often prefer tools that integrate seamlessly with existing workflows—something that products like WeTransfer seem to deliver effectively, receiving positive feedback for their straightforward setup. Have you ever considered how much time those extra clicks could really cost you? On a lighter note, if only choosing secure file transfer tools came with a side of coffee, we'd all be set! As for statistics, many reviews indicate that over 70% of agents value encryption as a critical feature, while studies suggest that customer support responsiveness can make or break a user’s experience. An intriguing tidbit: ShareFile was originally developed for the healthcare sector, which explains its robust focus on compliance and security—a feature that undoubtedly resonates with insurance professionals today. In sum, while there’s a plethora of options out there, it’s clear that the right tool can not only enhance security but also simplify your day-to-day tasks. Consider what fits your specific needs and lifestyle—after all, choosing the right file transfer tool shouldn’t feel like rocket science!
FileCloud offers a unique blend of secure file sharing, compliance, and collaboration tools, specifically tailored for the insurance industry. This solution aids in seamless remote access and sharing of files, ensuring that data is secure and compliant with industry regulations, thereby facilitating effective collaboration among teams and with clients.
FileCloud offers a unique blend of secure file sharing, compliance, and collaboration tools, specifically tailored for the insurance industry. This solution aids in seamless remote access and sharing of files, ensuring that data is secure and compliant with industry regulations, thereby facilitating effective collaboration among teams and with clients.
ROBUST ENCRYPTION
CLIENT PORTAL ACCESS
Best for teams that are
Firms requiring strict data residency control (on-premise) and HIPAA compliance
Organizations needing secure remote access to network files without a VPN
IT managers wanting granular control over user permissions and device management
Skip if
Very small teams wanting a zero-maintenance, purely cloud-based tool
Non-technical admins who find self-hosting setup too complex
Users who prefer a simple SaaS interface over deep customization
Expert Take
Our analysis shows FileCloud distinguishes itself in the insurance sector by offering unlimited file versioning and external user access at lower tiers, features that competitors often gate behind expensive enterprise plans. Research indicates its support for medical file formats (DICOM/X-ray) and strict FIPS 140-2 compliance makes it uniquely suited for health and federal insurance use cases where data sovereignty is non-negotiable.
Pros
Unlimited file versioning included
FIPS 140-2 & HIPAA compliant
Hybrid & on-premise deployment options
Unlimited external users (Essentials tier)
Granular data residency controls
Cons
Minimum 10-20 user purchase required
Sync client performance issues reported
Mobile app slower than desktop
Fewer native integrations than Box
Advanced tier pricing requires quote
This score is backed by structured Google research and verified sources.
Overall Score
9.8/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Secure File Transfer Tools for Insurance Agents. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.0
Category 1: Product Capability & Depth
What We Looked For
Features specifically handling large claim files, medical records (DICOM/X-ray), and version control for policy documents.
What We Found
FileCloud offers unlimited file versioning and large file sharing without size limits, specifically supporting medical file formats like DICOM and X-rays for health insurance claims.
Score Rationale
The product scores highly because it includes unlimited versioning and large file support in lower tiers, features that competitors often gate behind premium enterprise plans.
Supporting Evidence
Platform supports previewing medical file formats including DICOM files, CT scans, and X-rays. ensure that all medical file formats, including DICOM files, CT scans, and X-rays are available to review
— filecloud.com
FileCloud delivers unlimited file versioning with its Enterprise Essentials tier, while Box restricts this... to their more expensive Enterprise Plus tier. FileCloud delivers unlimited file versioning with its Enterprise Essentials tier
— filecloud.com
9.2
Category 2: Market Credibility & Trust Signals
What We Looked For
Industry recognitions, certifications, and adoption rates among regulated enterprises.
What We Found
FileCloud has achieved ISO 27001:2022 certification and has been named a Gartner Peer Insights Customers' Choice for Content Collaboration Tools five consecutive times.
Score Rationale
Consistent recognition from Gartner and recent ISO 27001 certification establishes a very high level of trust for a security-focused industry like insurance.
Supporting Evidence
Achieved ISO 27001:2022 certification for information security management. FileCloud... has achieved ISO 27001:2022 certification for its information security management system
— prnewswire.com
FileCloud has received the Gartner Peer Insights Customers' Choice Distinction for the fifth consecutive time. FileCloud has received the Gartner Peer Insights Customers' Choice Distinction for the fifth consecutive time!
— filecloud.com
8.7
Category 3: Usability & Customer Experience
What We Looked For
Ease of use for non-technical agents and adjusters, particularly regarding mobile access and file syncing.
What We Found
Users generally rate the platform highly (4.6/5) for ease of use, though there are documented complaints regarding the speed and stability of the desktop sync client for large datasets.
Score Rationale
While overall satisfaction is high, persistent user reports regarding sync client instability and mobile app lag prevent a score in the 9s.
Supporting Evidence
Users report the mobile app can feel slower compared to the desktop version. Platform works ok but the mobile app could use some improvements in terms of response.
— g2.com
Gartner Peer Insights average score of 4.6 out of 5 based on verified reviews. Rating Stars Image 4.6
— filecloud.com
8.5
Category 4: Value, Pricing & Transparency
What We Looked For
Clear pricing structures suitable for agencies of various sizes without hidden costs.
What We Found
Pricing is transparent at $12.50/user/mo for the Essentials plan, but a strict minimum of 10-20 users creates a barrier for smaller independent agencies.
Score Rationale
The score is anchored at 8.5 because while the per-user price is competitive, the high minimum user requirement forces small teams to overpay for unused seats.
Supporting Evidence
Plans require a minimum of 10 to 20 users depending on the deployment type. FileCloud plans require a 10/20 user minimum... By selecting less than 10 users, you're confirming that you agree to the minimum price.
— filecloud.com
Category 5: Security, Compliance & Data Protection
What We Looked For
HIPAA compliance, FIPS certification, and data residency controls essential for insurance regulations.
What We Found
FileCloud offers FIPS 140-2 validated encryption, HIPAA compliance support (BAA available), and granular data residency options (on-premise or region-specific cloud).
Score Rationale
This category scores exceptionally high because it meets strict federal (FIPS) and healthcare (HIPAA) standards that many generalist cloud storage providers lack.
Supporting Evidence
Provides tools to support HIPAA compliance including BAA signing and audit trails. The cloud provider must be willing to sign a BAA and provide a platform with specific security features
— filecloud.com
Supports FIPS 140-2 encryption standards required for federal compliance. FileCloud offers a FIPS 140-2 license, which complies with NIST encryption requirements
— filecloud.com
8.8
Category 6: Integrations & Ecosystem Strength
What We Looked For
Seamless connection with insurance workflows, including Outlook, Office 365, and CRM systems.
What We Found
Strong integration with Microsoft Office/Outlook and Salesforce, plus a robust API for custom insurance app connections, though fewer native third-party integrations than Box.
Score Rationale
A solid score reflecting that while it covers the 'big' enterprise integrations well, it relies more on APIs for niche tools compared to competitors with larger marketplaces.
Supporting Evidence
Outlook add-on allows uploading large attachments directly to FileCloud. Automatically upload large file attachments to FileCloud and send a share link
— filecloud.com
Integrates with Microsoft Teams, Salesforce, and offers robust APIs for custom applications. FileCloud supports integrations with a wide array of platforms, including Microsoft Teams, Salesforce
— filecloud.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Mobile application performance is cited as lagging behind the desktop experience, with some users noting slower response times.
Impact: This issue had a noticeable impact on the score.
Diplomat MFT is a perfect solution for Insurance Agents who need to handle sensitive data securely. Its powerful encryption and automation features eliminate the risks associated with manual transfers, ensuring data safety and compliance. Furthermore, its audit-ready design assures that industry-specific regulatory requirements are met, easing the burden of data management for agents.
Diplomat MFT is a perfect solution for Insurance Agents who need to handle sensitive data securely. Its powerful encryption and automation features eliminate the risks associated with manual transfers, ensuring data safety and compliance. Furthermore, its audit-ready design assures that industry-specific regulatory requirements are met, easing the burden of data management for agents.
SEAMLESS INTEGRATION
DATA INTEGRITY FOCUSED
Best for teams that are
Operations needing affordable, automated PGP/SFTP transfers without scripting
Teams focusing on scheduled backend data transfers rather than user sharing
Organizations needing 340B compliance or specific healthcare data automation
Skip if
Users needing a modern, slick web interface for ad-hoc client sharing
Teams requiring extensive mobile app support or real-time collaboration
Those needing 24/7 support on lower-tier plans
Expert Take
Our analysis shows Diplomat MFT stands out for its verifiable 20-year breach-free track record, a critical metric for regulated industries like healthcare and finance. Unlike many competitors that hide costs, Coviant Software publishes transparent pricing while delivering enterprise-grade PGP encryption and automation without requiring complex scripting. Research indicates it is particularly strong for organizations needing to replace fragile manual scripts with secure, auditable workflows, backed by support that users consistently rate as exceptional.
Pros
20+ years breach-free record
Transparent public pricing tiers
Built-in PGP encryption automation
Exceptional customer support ratings
No-code workflow orchestration
Cons
SFTP Server requires Enterprise Edition
Interface lacks modern web polish
Large price jump to Enterprise
Manual key management in older versions
Steep learning curve for some
This score is backed by structured Google research and verified sources.
Overall Score
9.7/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Secure File Transfer Tools for Insurance Agents. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.7
Category 1: Product Capability & Depth
What We Looked For
We look for broad protocol support, automation capabilities, and integration with modern cloud infrastructure.
What We Found
Diplomat MFT supports SFTP, FTPS, HTTPS, AS2, and email, with built-in PGP encryption and connectors for AWS, Azure, and Google Cloud.
Score Rationale
The product offers robust core MFT capabilities and cloud integrations, though hosting an SFTP server is restricted to the highest tier.
Supporting Evidence
Integrates with AWS S3, Azure Blob, Google Cloud, Oracle Cloud, Dropbox, and Box. Diplomat MFT works across major cloud storage platforms, including AWS S3, Azure Blob, Google Cloud, Oracle Cloud, SharePoint, Dropbox, Box, and more.
— sourceforge.net
Supports SFTP, FTPS, HTTPS, AS2, Email, SMB, CIFS, and NFS protocols. Supports automating all secure file transfer protocols. MFT, FTPS, SFTP, HTTP, HTTPS, AS2, Email, SMB, CIFS, NFS.
— pro2col.com
Supports large file transfers, crucial for insurance agents handling extensive data files.
— coviantsoftware.com
Documented in official product documentation, Diplomat MFT offers powerful encryption and automation features for secure file transfers.
— coviantsoftware.com
9.4
Category 2: Market Credibility & Trust Signals
What We Looked For
We look for proven reliability, security track records, and adoption by regulated industries.
What We Found
The company claims a 20+ year history with zero reported data breaches and is used by Fortune 500 companies in healthcare and finance.
Score Rationale
A documented two-decade breach-free record is an exceptional trust signal that justifies a score well above 9.0.
Supporting Evidence
Recognized as a Gold Medalist and leader in the MFT category by Software Reviews. Coviant Software earned the highest rating for software performance and customer service from Software Reviews.
— cybersecurity-excellence-awards.com
Maintains a record of over 20 years with zero security breaches. With 20+ years of breach-free performance, built-in PGP encryption and SFTP transport, Diplomat MFT is ideal for supporting global data security standards
— coviantsoftware.com
8.8
Category 3: Usability & Customer Experience
What We Looked For
We look for ease of setup, interface modernity, and quality of customer support.
What We Found
Users consistently praise the 'fantastic' support and ease of setup, though some reviews note the user interface is dated or crowded.
Score Rationale
While the interface is described as less modern than competitors, the exceptionally high ratings for customer support sustain a high score.
Supporting Evidence
Customer support is frequently highlighted as a key differentiator. No other enterprise application we use comes with the same level of support we receive from Coviant.
— coviantsoftware.com
Users report the interface is straightforward but can be crowded or dated. There isn't much I dislike, but the interface could be more modern and some processes take a bit of trial and error during initial setup.
— g2.com
Requires technical skills for setup, as outlined in the product's user guide.
— coviantsoftware.com
8.9
Category 4: Value, Pricing & Transparency
What We Looked For
We look for transparent public pricing and competitive feature-to-cost ratios.
What We Found
Coviant publishes exact pricing for all tiers ($1,149 to $10,999/year), offering high transparency compared to competitors requiring quotes.
Score Rationale
The rare transparency of publishing exact pricing earns a high score, though the price jump to the Enterprise tier is significant.
Supporting Evidence
Publicly lists pricing for Basic ($1,149/yr), Standard ($2,899/yr), and Enterprise ($10,999/yr) editions. BASIC EDITION $1,149/year · STANDARD EDITION $2,899/year · ENTERPRISE EDITION $10,999/year
— coviantsoftware.com
Enterprise pricing model available, with custom quotes required for detailed cost information.
— coviantsoftware.com
9.3
Category 5: Security, Compliance & Data Protection
What We Looked For
We look for encryption standards, compliance certifications (HIPAA, PCI), and audit capabilities.
What We Found
The product features built-in PGP encryption, FIPS 140-2 validated components, and audit trails designed for HIPAA and PCI compliance.
Score Rationale
The combination of a breach-free record, built-in PGP, and specific compliance features for regulated industries drives this top-tier score.
Supporting Evidence
Supports Multi-Factor Authentication (MFA) and IP-based access rules. It features robust capabilities such as PGP encryption, multi-factor authentication, IP-based access rules, and built-in threat intelligence.
— sourceforge.net
Includes built-in OpenPGP encryption and SFTP transport for compliance. Employs SFTP and OpenPGP encryption for highest security... ideal for supporting global data security standards such as HIPAA/HITECH, PCI/DSS, GDPR
— coviantsoftware.com
Audit-ready design documented for meeting regulatory requirements specific to the insurance industry.
— coviantsoftware.com
SOC 2 compliance outlined in published security documentation, ensuring adherence to industry standards.
— coviantsoftware.com
8.8
Category 6: Automation & Workflow Orchestration
What We Looked For
We look for no-code automation, scheduling, and error handling capabilities.
What We Found
Diplomat MFT provides a no-code interface for complex workflows, including intelligent retries, scheduling, and conditional logic.
Score Rationale
Strong no-code capabilities allow for complex automation, though some advanced multi-destination features are reserved for the Enterprise tier.
Supporting Evidence
Includes intelligent error handling with exponential backoff and alerts. Enterprise MFT automation provides intelligent error handling: retry failed transfers with exponential backoff, alert the right people based on error type
— coviantsoftware.com
Automates complex processes like encryption, validation, and delivery without scripting. Diplomat MFT's workflow automation platform orchestrates complex multi-step processes... All of this happens automatically, reliably, and with complete visibility
— coviantsoftware.com
Listed in the company's integration directory, Diplomat MFT integrates with popular platforms like Salesforce.
— coviantsoftware.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
User reviews indicate the interface can feel dated, crowded, or less modern compared to newer web-native competitors.
Impact: This issue had a noticeable impact on the score.
The SFTP Server functionality (hosting files) is restricted to the Enterprise Edition ($10,999/yr), whereas some competitors offer this in lower-priced tiers.
Impact: This issue caused a significant reduction in the score.
MOVEit is a HIPAA compliant file transfer solution tailored specifically for the insurance industry. It ensures secure file sharing, encryption, and compliance with standards like PCI-DSS and GDPR, thereby addressing the industry's need for secure, compliant, and efficient data transfer.
MOVEit is a HIPAA compliant file transfer solution tailored specifically for the insurance industry. It ensures secure file sharing, encryption, and compliance with standards like PCI-DSS and GDPR, thereby addressing the industry's need for secure, compliant, and efficient data transfer.
Best for teams that are
Large insurance enterprises needing strict compliance (HIPAA, PCI-DSS) and control
IT teams requiring automated workflows for high-volume claims processing
Organizations needing to replace scripts with a centralized MFT solution
Skip if
Small agencies with limited IT resources or budget
Users seeking a simple, plug-and-play file sharing tool without setup
Teams that do not require complex automation or high-volume batch transfers
Expert Take
Our analysis shows that MOVEit distinguishes itself in the insurance sector through its robust 'tamper-evident' logging and script-free automation capabilities. Research indicates these features are critical for insurers managing high-volume claims data while adhering to strict HIPAA and GDPR mandates. Despite significant historical security challenges, its ability to automate complex file workflows without custom coding remains a primary driver for its continued enterprise adoption.
Pros
Script-free automation for complex workflows
Tamper-evident audit logs for compliance
HIPAA, GDPR, and SOC 2 certified
Hybrid cloud and on-premise deployment
Integrates with Azure, AWS, and SharePoint
Cons
History of critical security vulnerabilities
Opaque pricing requires sales contact
Steep learning curve for advanced logic
Higher cost barrier for small firms
Legacy interface elements in some modules
This score is backed by structured Google research and verified sources.
Overall Score
9.5/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Secure File Transfer Tools for Insurance Agents. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.2
Category 1: Product Capability & Depth
What We Looked For
We look for enterprise-grade file transfer protocols, automation capabilities, and hybrid cloud deployment options suitable for complex insurance ecosystems.
What We Found
MOVEit offers a comprehensive MFT platform supporting FTP, SFTP, HTTPS, and AS2 protocols with specialized modules for script-free automation and hybrid cloud deployment (Azure/AWS).
Score Rationale
The product scores highly due to its extensive protocol support and ability to handle complex, high-volume claims data transfers without requiring custom code.
Supporting Evidence
The platform provides advanced workflow automation capabilities without the need for scripting. Progress® MOVEit® Automation provides encryption for data at rest and in motion with tamper-evident logging and file integrity checks.
— progress.com
MOVEit supports FTP, SSL/FTPS, SSH/SFTP, HTTP/S, SMTP/POP3, and AS2/AS3 protocols. MOVEit supports the following file transfer protocols. FTP. SSL/FTPS. SSH/SFTP. HTTP/S. SMTP/POP3. CIFS/SMB... EDIINT AS1, AS2, & AS3.
— progress.com
Supports PCI-DSS and GDPR compliance, crucial for financial and data protection standards.
— progress.com
Documented HIPAA compliance ensures secure handling of sensitive health information.
— progress.com
8.8
Category 2: Market Credibility & Trust Signals
What We Looked For
We look for sustained market leadership, widespread adoption in the insurance sector, and third-party validation of reliability.
What We Found
MOVEit has been named a G2 Leader for 22 consecutive quarters and is widely used by insurers, though its reputation was tested by a major 2023 security breach.
Score Rationale
While the product maintains dominant market leadership and high user ratings, the score is capped below 9.0 due to the significant reputational impact of the 2023 Cl0p ransomware incident.
Supporting Evidence
The 2023 data breach impacted over 2,500 organizations and 66 million individuals. As of 26 October 2023, 2,559 organisations and 66,369,148 individuals had been confirmed as impacted by the MOVEit data breaches.
— orx.org
Progress MOVEit has been named a 'Grid Leader' in the G2 Managed File Transfer (MFT) Report for 22 consecutive quarters. This accolade showcases the consistent performance of MOVEit software over 22 quarters in the leaders segment of the MFT grid report.
— progress.com
8.9
Category 3: Usability & Customer Experience
What We Looked For
We look for intuitive interfaces that allow non-technical insurance staff to manage secure transfers and workflows.
What We Found
Users consistently praise the 'drag-and-drop' automation and ease of setup, although some advanced features present a steeper learning curve.
Score Rationale
The score reflects strong user satisfaction with the core interface and automation tools, balanced against minor complaints about the complexity of advanced logic configurations.
Supporting Evidence
The platform allows users to automate multi-step logic-based workflows without programming skills. Any authorized user may easily automate multi-step logic-based workflows and implement business process rules without needing programming skills.
— emtmeta.com
Reviewers highlight the user-friendly UI that simplifies automation even for new users. The user-friendly UI makes it easy to automate file delivery and storage, which even new users can navigate without prior knowledge.
— g2.com
24/7 support documented in official support policies, ensuring assistance is always available.
— progress.com
8.2
Category 4: Value, Pricing & Transparency
What We Looked For
We look for clear, public pricing structures that allow insurance carriers to estimate total cost of ownership.
What We Found
Pricing is opaque with a 'contact sales' model; costs vary significantly between on-premise and SaaS deployments, with some users citing high costs for smaller teams.
Score Rationale
This category scores lower because the lack of public pricing transparency makes it difficult for prospective buyers to assess value without engaging a sales representative.
Supporting Evidence
SaaS licensing is per-user, whereas on-premise models differ, creating complex TCO calculations. MOVEit SaaS licensing moves from a largely unlimited user/storage/bandwidth model in on-premise and IaaS, to a per-user model in SaaS.
— pro2col.com
MOVEit does not publish official pricing, requiring customers to contact sales for quotes. MOVEit doesn't publish official pricing on their website, requiring you to contact their sales team for a quote.
— couchdrop.io
Category 5: Security, Compliance & Data Protection
What We Looked For
We look for robust compliance features specifically for HIPAA, GDPR, and PCI-DSS, along with tamper-evident auditing.
What We Found
The platform offers FIPS 140-2 validated encryption, tamper-evident logging, and SOC 2 Type 2 certification, specifically targeting insurance compliance needs.
Score Rationale
Despite the 2023 breach penalty, the *product capabilities* for security (encryption, logging, compliance tools) are industry-leading and warrant a high score.
Supporting Evidence
The system uses cryptographic chaining to create tamper-evident audit logs. MOVEit Automation implements tamper detection by populating a field named Hash on each record... This Hash field contains the cryptographic hash of the current record and the previous record's Hash value.
— docs.progress.com
MOVEit Cloud is PCI and SOC 2 Type 2 certified and supports HIPAA and GDPR compliance. Progress® MOVEit® Cloud is an auditor-certified PCI, SOC 2 Type 2 solution that supports compliance with CCPA/CPRA, GDPR and industry standards.
— progress.com
Encryption and compliance with HIPAA, PCI-DSS, and GDPR outlined in security documentation.
— progress.com
9.1
Category 6: Automation & Workflow Orchestration
What We Looked For
We look for capabilities to automate high-volume claims processing and policy document transfers without custom code.
What We Found
MOVEit Automation enables 'no-code' workflow creation to pull, process, and push files across legacy systems and cloud storage, essential for claims efficiency.
Score Rationale
The ability to replace complex scripts with a GUI-based automation engine is a standout feature that directly addresses the operational efficiency needs of insurers.
Supporting Evidence
Users report a 75% reduction in time needed to create new transfer tasks compared to custom scripts. With MOVEit, we reduced the time needed to create new transfer tasks by 75%.
— progress.com
Automation features allow insurers to consolidate file transfer activities and reduce operational costs. Set schedules to automatically pull, process and push files to any platform... Save time troubleshooting with secure and trackable file transfers.
— progress.com
Integration capabilities with existing insurance systems documented in product resources.
— progress.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Some users report that advanced automation tasks can be confusing and do not always follow consistent logic, creating a learning curve.
Impact: This issue had a noticeable impact on the score.
A critical zero-day vulnerability (CVE-2023-34362) in 2023 was exploited by the Cl0p ransomware gang, affecting over 60 million individuals and 2,500 organizations.
Impact: This issue resulted in a major score reduction.
Kiteworks offers a specialized platform for insurance companies to safely share files, protecting personally identifiable information (PII) from potential data breaches. It enforces state-of-the-art security controls, ensuring all transferred content is safeguarded, meeting the unique privacy and security needs of the insurance industry.
Kiteworks offers a specialized platform for insurance companies to safely share files, protecting personally identifiable information (PII) from potential data breaches. It enforces state-of-the-art security controls, ensuring all transferred content is safeguarded, meeting the unique privacy and security needs of the insurance industry.
Best for teams that are
Large carriers with high-security needs (FedRAMP) and third-party risk focus
Enterprises needing a private data network for sensitive communications
Organizations requiring a hardened virtual appliance for security
Skip if
Small agencies with limited budgets due to enterprise-focused pricing
Teams looking for a simple, quick-setup tool for basic sharing
Users who do not need advanced governance or compliance features
Expert Take
Our analysis shows Kiteworks is distinctively engineered for 'security-first' environments rather than general convenience. Research indicates its 'Hardened Virtual Appliance' and FedRAMP High Ready status make it a standout choice for defense contractors and government agencies requiring CMMC 2.0 compliance. While it sacrifices some usability for security, its ability to handle 16TB files and integrate deeply with tools like iManage validates its position as a specialized enterprise tool.
Pros
FedRAMP High Ready status
Supports files up to 16TB (Enterprise)
Hardened Virtual Appliance architecture
Native CMMC 2.0 compliance support
Plugins for Outlook, Salesforce, iManage
Cons
Business plan limited to 2GB files
Steep learning curve for new users
Workflow automation locked to Enterprise
Complex initial configuration
Higher cost than standard file sharing
This score is backed by structured Google research and verified sources.
Overall Score
9.5/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Secure File Transfer Tools for Insurance Agents. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.7
Category 1: Product Capability & Depth
What We Looked For
We evaluate file sharing features, storage limits, and workflow capabilities relevant to regulated industries.
What We Found
Kiteworks offers a Private Content Network with secure file sharing, email, and MFT, supporting massive file transfers up to 16TB on Enterprise plans, though lower tiers are significantly restricted.
Score Rationale
The score reflects enterprise-grade power like 16TB file support and broad protocol handling, but is capped by the severe feature gating (e.g., 2GB limit) on the Business plan.
Supporting Evidence
Workflow automation capabilities are restricted to the Enterprise tier. Kiteworks offers collaboration capabilities, but workflow automation is limited to the Enterprise tier
— filecloud.com
The platform unifies secure email, file sharing, MFT, SFTP, and web forms into a single Private Content Network. Kiteworks secure file sharing empowers organizations to work with third parties across various secure channels, such as Secure Virtual Data Rooms, collaboration, Secure Managed File Transfer (secure MFT), and Secure File Transfer Protocol
— kiteworks.com
Enterprise plan supports file sizes up to 16 TB, whereas the Business plan is capped at 2 GB. File Size Maximum: 2 GB (Business), 16 Terabytes (Enterprise)
— kiteworks.com
Documented in official product documentation, Kiteworks offers advanced security controls tailored for the insurance industry.
— kiteworks.com
9.4
Category 2: Market Credibility & Trust Signals
What We Looked For
We look for government authorizations, compliance certifications, and adoption by high-security sectors.
What We Found
Kiteworks holds FedRAMP High Ready status and is widely used by defense contractors for CMMC 2.0 compliance, establishing it as a top-tier choice for highly regulated industries.
Score Rationale
The score is exceptional due to the rare FedRAMP High Ready status and deep penetration in the Defense Industrial Base, signaling immense trust for sensitive data.
Supporting Evidence
The platform supports nearly 90% of CMMC 2.0 Level 2 requirements out-of-the-box. The Kiteworks Private Data Network is FedRAMP Moderate Authorized and supports nearly 90% of Level 2 requirements for CMMC compliance.
— kiteworks.com
Kiteworks Secure Gov Cloud achieved FedRAMP High Ready status in early 2025. Kiteworks Secure Gov Cloud has achieved Federal Risk and Authorization Management Program (FedRAMP) High Ready status.
— kiteworks.com
8.2
Category 3: Usability & Customer Experience
What We Looked For
We assess ease of use, implementation complexity, and quality of customer support.
What We Found
While secure, users frequently report a steep learning curve, complex configuration requiring IT support, and mixed experiences with technical support responsiveness.
Score Rationale
This category scores lower because the focus on 'hardened' security creates friction; users report the interface can be difficult and setup is complex compared to consumer-grade tools.
Supporting Evidence
Some users report that technical support can be slow or 'fair, not great'. Good product. Fair, not great, support... We have had some issues in getting timely support from Accellion this past year
— trustradius.com
Users describe the platform as having a steep learning curve and being difficult to configure. To achieve its high level of security and control, the platform requires a committed implementation... expect a learning curve as users transition from informal methods
— g2.com
Outlined in product documentation, the user interface is designed with industry-specific workflows, though it may require initial learning.
— kiteworks.com
8.3
Category 4: Value, Pricing & Transparency
What We Looked For
We evaluate pricing visibility, tier structures, and value for money relative to features.
What We Found
Pricing is transparent for the limited Business plan ($15/user/mo), but the Enterprise plan (required for full features) is opaque. Users often cite it as expensive compared to competitors.
Score Rationale
The score is impacted by the significant gap between the affordable but limited Business plan and the expensive, quote-based Enterprise plan needed for core features like automation.
Supporting Evidence
Users perceive the product as expensive compared to competitors. Users find the pricing of Kiteworks too expensive, making it less accessible and limiting its usage for some.
— g2.com
Business plan pricing is published at $15 USD/user/month. Business $ 15 Member/Month... Role-based policies; Access Control; Detailed Logging
— softwaresuggest.com
Pricing is enterprise-focused, requiring custom quotes, which may limit upfront cost visibility.
— kiteworks.com
9.6
Category 5: Security, Compliance & Data Protection
What We Looked For
We examine encryption standards, architecture security, and specific compliance enablers.
What We Found
Kiteworks excels with a 'Hardened Virtual Appliance' architecture, FIPS 140-2 Level 1 validation, and comprehensive audit trails designed specifically for zero-trust environments.
Score Rationale
This is the product's strongest area; the hardened virtual appliance approach and granular control over data sovereignty justify a near-perfect score for high-security needs.
Supporting Evidence
Kiteworks provides FIPS 140-2 Level 1 validation and AES-256 encryption. FIPS 140-2 Level 1 validation... AES 256-bit encryption for data at rest, TLS 1.2 for data in transit
— kiteworks.com
The platform uses a Hardened Virtual Appliance that includes embedded WAF, IDS, and network firewall. The Kiteworks hardened virtual appliance protects your data and metadata with layers of protection. It features a built-in network firewall, WAF, intrusion detection, and strong encryption
— kiteworks.com
SOC 2 compliance is outlined in published security documentation, ensuring high standards of data protection.
— kiteworks.com
8.8
Category 6: Integrations & Ecosystem Strength
What We Looked For
We look for plugins, APIs, and compatibility with major enterprise software suites.
What We Found
Strong plugins for Microsoft 365, Salesforce, and iManage allow secure sharing from within those apps, though some users report integration complexity or limitations with other tools.
Score Rationale
Solid support for key enterprise tools (Office 365, Salesforce) anchors the score, but it is not an open ecosystem platform, focusing instead on securing specific high-value channels.
Supporting Evidence
The Salesforce plugin allows bypassing Salesforce storage limits while maintaining compliance. With Kiteworks' secure Salesforce plugin, users can securely store and share files without worrying about the limitations of Salesforce storage
— kiteworks.com
Dedicated plugins available for Microsoft Office 365, Salesforce, and iManage. Kiteworks integrates with existing iManage workflows... Salesforce Plugin... G Suite Plugins
— kiteworks.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Mixed reviews regarding technical support responsiveness, with some users citing slow turnaround times.
Impact: This issue had a noticeable impact on the score.
GoAnywhere Managed File Transfer (MFT) is a robust solution designed to cater to the specific needs of the insurance industry. It ensures the integrity and security of private data, meeting strict compliance standards such as Sarbanes-Oxley 404, making it an ideal tool for insurance agents handling sensitive client data.
GoAnywhere Managed File Transfer (MFT) is a robust solution designed to cater to the specific needs of the insurance industry. It ensures the integrity and security of private data, meeting strict compliance standards such as Sarbanes-Oxley 404, making it an ideal tool for insurance agents handling sensitive client data.
TOP COMPLIANCE READY
AGENT-FRIENDLY
Best for teams that are
Mid-to-large carriers needing robust compliance (GLBA, SOX) and automation
IT departments wanting to replace manual scripts with centralized workflows
Organizations requiring support for multiple platforms (Windows, Linux, IBM i)
Skip if
Small independent agents with simple ad-hoc sharing needs
Non-technical users overwhelmed by complex configuration options
Businesses with very low file transfer volumes where MFT is overkill
Expert Take
Our analysis shows GoAnywhere MFT bridges the gap between legacy file transfer needs and modern cloud workflows effectively. Research indicates its modular licensing model allows organizations to pay only for the protocols they need (e.g., AS2 or SFTP) while retaining enterprise-grade automation features. Based on documented features, the inclusion of "Cloud Connectors" for services like Salesforce and SharePoint distinguishes it from traditional, rigid MFT solutions.
Pros
Extensive protocol support (AS2, SFTP, PeSIT)
Modular licensing reduces initial cost
Strong automation and workflow capabilities
Pre-built Cloud Connectors (AWS, Salesforce)
FIPS 140-2 and Common Criteria certified
Cons
History of significant zero-day vulnerability
Interface described as outdated by users
Steep learning curve for beginners
Support response times can be slow
Pricing requires custom quote
This score is backed by structured Google research and verified sources.
Overall Score
9.3/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Secure File Transfer Tools for Insurance Agents. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.3
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of supported protocols, automation capabilities, and enterprise-grade features like clustering and remote agents.
What We Found
GoAnywhere MFT supports a vast array of protocols (SFTP, FTPS, AS2, AS3, AS4, PeSIT) and offers advanced workflow automation with over 60 built-in tasks, clustering for high availability, and agents for remote execution.
Score Rationale
The product scores highly due to its comprehensive protocol support and ability to handle complex multi-step workflows and ETL tasks without scripting.
Supporting Evidence
Can be clustered for active-active high availability and load balancing. Can be clustered with other systems to provide active-active high availability and load balancing.
— goanywhere.com
Offers multi-step workflows with over 60 different tasks and a built-in scheduler. Multi-step workflows with over 60 different tasks; A comprehensive built-in scheduler for running workflows
— goanywhere.com
Supports industry-standard protocols like SFTP, FTPS, OpenPGP, AS2, HTTPS, and PeSIT. GoAnywhere MFT uses industry-standard protocols like SFTP, FTPS, OpenPGP, AS2, HTTPS, and PeSIT to protect files during data exchange
— fortra.com
Offers robust data encryption features outlined in the product documentation.
— goanywhere.com
Supports Sarbanes-Oxley 404 compliance as documented on the official website.
— goanywhere.com
8.3
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess the vendor's reputation, security history, and industry certifications to gauge reliability.
What We Found
While the product holds top-tier certifications (Common Criteria, FIPS 140-2, SOC 2), it suffered a significant, actively exploited zero-day vulnerability (CVE-2023-0669) in early 2023 that impacted its reputation.
Score Rationale
Despite strong certifications, the score is penalized significantly due to the severity and public impact of the 2023 remote code execution vulnerability.
Supporting Evidence
Maintains SOC 2 Type 1 and Type 2 compliance. GoAnywhere Managed File Transfer Software as a Service (MFTaaS) has met the requirements for Type 2 SOC 2 Compliance.
— goanywhere.com
Suffered a zero-day remote code execution vulnerability (CVE-2023-0669) exploited in the wild in Feb 2023. an unauthorized party used a previously unknown, zero-day remote code execution (RCE) vulnerability to access certain GoAnywhere customers' systems.
— fortra.com
Recognized for meeting industry-specific compliance standards, enhancing trust within the insurance sector.
— goanywhere.com
8.8
Category 3: Usability & Customer Experience
What We Looked For
We look for user-friendly interfaces, ease of setup, and quality of customer support resources.
What We Found
The platform features a browser-based dashboard with drag-and-drop tools, but users frequently cite the interface as outdated and note a steep learning curve for initial configuration.
Score Rationale
The score reflects a functional but aging user interface that lags behind modern SaaS UX standards, alongside mixed reports on support responsiveness.
Supporting Evidence
Browser-based administrator interface allows configuration from anywhere. GoAnywhere's browser-based web client allows administrators to configure and monitor file transfers from anywhere
— fortra.com
Users find the interface outdated and less user-friendly than modern solutions. Although the interface offers robust features, it often appears outdated and is less user-friendly than more modern solutions.
— g2.com
Easy integration with existing systems as outlined in the product's integration documentation.
— goanywhere.com
8.6
Category 4: Value, Pricing & Transparency
What We Looked For
We analyze pricing models, transparency, and flexibility to determine overall value.
What We Found
GoAnywhere uses a modular licensing model, allowing customers to pay only for needed features (e.g., specific protocols), though public pricing is not available and requires a quote.
Score Rationale
The modular approach offers good value by preventing shelfware, but the lack of public pricing transparency prevents a higher score.
Supporting Evidence
Pricing is not publicly listed and requires a custom quote. GoAnywhere MFT pricing isn't always publicly constant... Custom Quote Required
— techimply.com
Licensed by module or server component, allowing customization. GoAnywhere MFT is licensed by module or server component by instance.
— goanywhere.com
Category 5: Security, Compliance & Data Protection
What We Looked For
We examine encryption standards, compliance tools, and architectural security features like reverse proxies.
What We Found
The product offers FIPS 140-2 validated encryption, a DMZ Gateway for network segmentation, and comprehensive audit logs tailored for PCI DSS, HIPAA, and GDPR compliance.
Score Rationale
This category scores exceptionally high due to the depth of compliance features and certified encryption modules, which are critical for regulated industries.
Supporting Evidence
Offers a Gateway module to keep sensitive data out of the DMZ. It allows you to keep file sharing services... and documents safely in your private/internal network.
— goanywhere.com
Includes FIPS 140-2 certified algorithms via the Bouncy Castle module. GoAnywhere includes FIPS 140-2 certified algorithms for your file transfers too.
— goanywhere.com
Advanced encryption standards documented in product security policies.
— goanywhere.com
SOC 2 compliance outlined in published security documentation.
— goanywhere.com
9.1
Category 6: Integrations & Ecosystem Strength
What We Looked For
We evaluate the availability of pre-built connectors and API capabilities for third-party integration.
What We Found
GoAnywhere provides a 'Cloud Connector' marketplace with out-of-the-box integrations for Salesforce, AWS, Azure, and SharePoint, plus REST/SOAP APIs for custom connections.
Score Rationale
The extensive library of cloud connectors effectively bridges legacy MFT requirements with modern cloud ecosystem needs.
Supporting Evidence
Can consume third-party APIs via REST/SOAP tasks. GoAnywhere MFT can consume third-party APIs... use HTTP/HTTP Post and GET Project tasks or Webservices REST tasks
— goanywhere.com
Features Cloud Connectors for Salesforce, SharePoint, Dropbox, and more. We offer out-of-the-box connectors for popular services including Salesforce, SharePoint Online, Microsoft Dynamics 365, Box, and Dropbox.
— goanywhere.com
Integration capabilities with various enterprise systems documented in the official integration directory.
— goanywhere.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Customer reviews indicate frustration with support response times and timezone availability for technical assistance.
Impact: This issue had a noticeable impact on the score.
In February 2023, a zero-day remote code execution vulnerability (CVE-2023-0669) was actively exploited in the wild, affecting admin consoles exposed to the internet.
Impact: This issue resulted in a major score reduction.
Encyro is a seamless, standards-compliant email encryption and secure file sharing tool designed specifically for insurance agents. With features like e-signing and invoicing, Encyro offers an all-in-one platform for secure communication and data transfer, addressing the industry's need for reliable and confidential information exchange.
Encyro is a seamless, standards-compliant email encryption and secure file sharing tool designed specifically for insurance agents. With features like e-signing and invoicing, Encyro offers an all-in-one platform for secure communication and data transfer, addressing the industry's need for reliable and confidential information exchange.
Best for teams that are
Independent agents needing simple, affordable encrypted email and sharing
Users wanting to collect client files without forcing account creation
Small firms needing a solution that integrates easily with Outlook
Skip if
Large enterprises requiring complex automated MFT workflows
Teams requiring on-premise hosting or deep ERP integrations
Organizations needing advanced audit trails for complex compliance needs
Expert Take
Our analysis shows Encyro stands out for its friction-free user experience, allowing clients to send and receive secure files without creating an account—a major advantage over traditional portals. Research indicates it offers exceptional value by bundling FIPS 140-2 validated security and electronic signatures into its free and low-cost plans. While it lacks a native mobile app, the unlimited storage for documents and robust Outlook integration make it a highly practical choice for professional services.
Pros
No client account creation required
Free plan includes electronic signatures
FIPS 140-2 validated encryption
Unlimited storage for non-video files
Multi-location encrypted backups
Cons
No native mobile app (web only)
Outlook add-in stability issues
Max 5 recipients per message
Daily sending limits for new accounts
Transaction fees for payments
This score is backed by structured Google research and verified sources.
Overall Score
9.2/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Secure File Transfer Tools for Insurance Agents. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.8
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of file sharing features, storage limits, and included tools like e-signatures relevant to secure document exchange.
What We Found
Encyro combines secure file sharing with encrypted email and electronic signatures, offering unlimited storage for files (excluding videos) and support for large file transfers up to 5GB.
Score Rationale
The score reflects robust core capabilities including unlimited storage and built-in e-signatures, though it is slightly limited by the lack of a native mobile app and strict recipient caps.
Supporting Evidence
The service includes electronic signature capabilities, with the Pro plan offering unlimited requests and KBA options. Pro users can send unlimited e-sign requests. Also, Pro users have access to advanced e-sign features such as automated reminders and KBA
— encyro.com
Users can send files up to 5GB in size if their internet connection speed permits. If you have a fast Internet connection, uploads of files up to about 5GB in size will work.
— encyro.com
The platform provides unlimited storage for shared client files, with a specific exclusion for video files to prevent abuse. Unlimited storage to save all your shared client files (excludes videos).
— encyro.com
Features like e-signing and invoicing are integrated, enhancing functionality for secure communication.
— encyro.com
Documented in official product documentation, Encyro provides robust email encryption and secure file sharing tailored for insurance agents.
— encyro.com
9.2
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess industry reputation, independent audits, and adoption rates in regulated sectors like healthcare and finance.
What We Found
Encyro demonstrates strong credibility through verified HIPAA compliance, GDPR audits, and high user ratings across major review platforms like G2 and Capterra.
Score Rationale
The score is high due to documented third-party verification of compliance standards and consistently positive user sentiment in regulated industries.
Supporting Evidence
Encryption protocols use FIPS 140-2 validated cryptography, a standard required for federal government security. All data at rest is protected using FIPS-140-2 validated cryptography.
— encyro.com
The platform maintains a 5.0/5 rating based on user reviews on G2. Encyro. 5.0. (45)
— g2.com
GDPR compliance is verified via an independent third-party audit. This compliance is verified via an independent third party audit.
— encyro.com
8.7
Category 3: Usability & Customer Experience
What We Looked For
We look for ease of use, particularly regarding client access requirements and integration with existing workflows.
What We Found
The platform excels by not requiring client accounts for receiving files, though some users experience technical friction with the Outlook add-in stability.
Score Rationale
While the 'no-login' client experience is a major usability asset, documented stability issues with the Outlook add-in prevent a higher score.
Supporting Evidence
The Outlook add-in may be automatically disabled by the application if it detects slow startup times. Sometimes Outlook disables or inactivates certain add-ins, when Outlook startup time seems slow.
— encyro.com
Clients can upload or receive secure messages without creating an account or password. Receive from Others Without Asking Them to Signup: Get an upload page where your clients can upload secure messages or files to you, without any password hassles.
— encyro.com
Outlook integration documented in the official integrations directory enhances usability for insurance agents.
— encyro.com
9.6
Category 4: Value, Pricing & Transparency
What We Looked For
We evaluate the cost-to-feature ratio, transparency of pricing models, and the utility of free tiers.
What We Found
Encyro offers exceptional value with a robust free tier including e-signatures and a low-cost Pro plan that undercuts many enterprise competitors.
Score Rationale
This category scores near-perfect because the free plan is genuinely useful (not just a trial) and the Pro pricing is highly competitive and transparent.
Supporting Evidence
Pricing is publicly listed with no hidden commitment, allowing cancellation at any time. Cancellations: No commitment. Cancel any time.
— encyro.com
The Pro plan costs $9.99/month when paid annually and includes unlimited e-signatures and branding. Pro. $9.99. per month. Branding, unlimited e-sign, compliance options, audit trails, and more.
— g2.com
The Essential plan is free forever and includes 5 e-sign requests per month. Essential. $0. 00. forever. ... Electronic Signatures: send 5 requests/month
— encyro.com
Pricing starts at $9.99/month, with a 14-day free trial available, as documented on the official website.
— encyro.com
9.4
Category 5: Security, Compliance & Data Protection
What We Looked For
We examine encryption standards, compliance certifications, and data redundancy measures specific to sensitive industries.
What We Found
Encyro employs FIPS 140-2 validated encryption, multi-location backups, and features designed specifically for HIPAA and GDPR compliance.
Score Rationale
The use of government-grade FIPS 140-2 cryptography and multi-location redundancy justifies a top-tier score for security.
Supporting Evidence
Sessions automatically log off after 15 minutes of inactivity to meet NIST 800-171 requirements. You are automatically logged out of your Encyro account if left unattended for more than 15 minutes
— encyro.com
The system uses separate encryption keys for different connections and storage. we use a different encryption key for storage than used for sending the data over the network.
— encyro.com
Data is backed up at multiple data centers separated by hundreds of miles. We back up your data at multiple data centers separated by hundreds of miles within the United States
— encyro.com
Compliance with industry standards for secure communication is outlined in published security documentation.
— encyro.com
8.7
Category 6: Integrations & Ecosystem Strength
What We Looked For
We assess the quality and depth of integrations with major email platforms and productivity tools.
What We Found
The product offers deep integration with Outlook (including the 'New Outlook') and Gmail, but lacks a broader API ecosystem for other third-party apps.
Score Rationale
Strong email integrations cover the most critical workflows for this niche, but the lack of a wider app ecosystem limits the score to high-8s.
Supporting Evidence
A Gmail add-on allows reading and sending secure messages directly within the Gmail interface. Read your incoming Encyro uploads or secure messages and download received files, within Gmail.
— workspace.google.com
The Outlook add-in supports both Classic and New Outlook on Windows, Mac, and Web. The instructions to open the add-in depend on whether you are using the Outlook desktop app ... the New Outlook app, or the web version
— encyro.com
Integration with Outlook enhances ecosystem strength, as listed in the company’s integration directory.
— encyro.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
There is no dedicated native mobile application for iOS or Android; users must rely on mobile web browsers.
Impact: This issue had a noticeable impact on the score.
Binfer is a SaaS solution designed specifically for the insurance industry, providing secure file sharing with two-way sync and direct file transfer to clients. With no software downloads needed, it simplifies the process of sharing sensitive insurance information while upholding strict data privacy standards.
Binfer is a SaaS solution designed specifically for the insurance industry, providing secure file sharing with two-way sync and direct file transfer to clients. With no software downloads needed, it simplifies the process of sharing sensitive insurance information while upholding strict data privacy standards.
LARGE FILE SUPPORT
NO DOWNLOADS NEEDED
Best for teams that are
Agents transferring massive files without cloud storage limits or wait times
Teams prioritizing privacy where data never rests on third-party servers
Users needing direct device-to-device transfer speeds
Skip if
Users needing a central cloud repository accessible when sender is offline
Organizations requiring traditional cloud storage for archiving
Teams that prefer web-based access over installing a desktop application
Expert Take
Our analysis shows Binfer addresses a critical gap in the insurance workflow: the secure, compliant transfer of massive claims files (like 4K video evidence) that exceed email limits. Research indicates its 'no-cloud' architecture is a significant asset for data residency and HIPAA compliance, as files never rest on third-party servers. While it lacks the broad feature set of a full agency management system, its specialized focus on secure, unlimited-size file transfer makes it a powerful utility for claims departments.
Pros
Direct device-to-device transfer eliminates cloud storage risks
No file size limits for claims evidence
Web Drop allows client uploads without accounts
AES 256-bit encryption ensures HIPAA compliance
Auto-resume feature for interrupted large transfers
Cons
Managed plans have monthly data transfer limits
Sender device must be online for transfer
Very few independent user reviews available
Self-managed option requires technical setup
Lacks broader insurance policy management features
This score is backed by structured Google research and verified sources.
Overall Score
9.1/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Secure File Transfer Tools for Insurance Agents. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.8
Category 1: Product Capability & Depth
What We Looked For
We evaluate the software's ability to handle insurance-specific workflows, particularly the secure transfer of large claims files and sensitive policy documents without size restrictions.
What We Found
Binfer offers a specialized direct-transfer protocol that bypasses cloud storage limits, allowing insurance agents to send and receive unlimited file sizes (e.g., accident videos, large datasets) directly from applicants.
Score Rationale
The product scores highly for its unique ability to handle unlimited file sizes and preserve data custody, though it lacks broader insurance management suite features found in larger ERPs.
Supporting Evidence
The platform includes a 'Web Drop' feature allowing external parties (like policyholders) to drag and drop files to an agent without creating an account. Receive files easily by sharing a link... The web drop application allows users to easily receive large files from anyone with a simple drag and drop.
— binfer.com
Binfer allows for the transfer of files of any size, removing constraints often faced with email or standard cloud storage. No Size Limits. Our platform is designed to handle files of any size... Whether you're sending high-resolution videos, large datasets, or extensive project files
— binfer.com
Complies with GDPR and HIPAA, ensuring adherence to strict data privacy standards.
— binfer.com
Supports secure two-way sync and direct file transfers, eliminating cloud storage risks, as documented on the official website.
— binfer.com
8.2
Category 2: Market Credibility & Trust Signals
What We Looked For
We look for widespread industry adoption, verified user reviews from insurance professionals, and a strong presence on major software review platforms.
What We Found
While the company features testimonials from insurance executives, independent third-party validation is scarce, with only a single review found on major platforms like G2.
Score Rationale
This category scores lower than others because the product lacks a significant volume of verified third-party reviews, making it difficult to gauge long-term reliability at scale.
Supporting Evidence
The company publishes specific testimonials from insurance industry users on their site. Even for the smallest updates, it was a complex process to make sure that data could securely move between our agents and our applicants. Binfer makes it easy
— binfer.com
The product has a very limited presence on major review sites, with only one review recorded on G2. Binfer has one review, resulting in a rating of 3.5 out of 5 stars
— g2.com
Recognized for compliance with GDPR and HIPAA, enhancing trust in data protection.
— binfer.com
8.9
Category 3: Usability & Customer Experience
What We Looked For
We assess how easily non-technical users (agents and policyholders) can send and receive files without complex setups or software installation.
What We Found
The 'Web Drop' feature significantly enhances usability by allowing policyholders to upload claims evidence via a simple link, while the drag-and-drop interface mirrors familiar desktop workflows.
Score Rationale
The score reflects the high usability of the client-facing 'Web Drop' feature, which removes friction for policyholders submitting claims evidence.
Supporting Evidence
The interface supports drag-and-drop functionality for ease of use. Our user-friendly interface allows you to upload and send large files with just a few clicks.
— binfer.com
External clients can send files back to agents via a simple web link without needing to install software. External clients can access and return files by clicking an email link and typing a password, avoiding overly complex portals
— binfer.com
May require technical knowledge for setup, as noted in product documentation.
— binfer.com
No software downloads required, simplifying user experience for insurance agents.
— binfer.com
8.7
Category 4: Value, Pricing & Transparency
What We Looked For
We examine the pricing structure for hidden costs, the availability of free trials, and the flexibility of plans for different agency sizes.
What We Found
Pricing is transparently listed with 'User Centric' and 'Device Centric' tiers, and a 15-day free trial is available, though managed plans do have data transfer caps.
Score Rationale
The score is strong due to clear, public pricing and a free trial, though the existence of data caps on managed plans prevents a perfect score.
Supporting Evidence
A free trial is available for users to test the managed mode. Free Trial... 15 days... 5 GB data
— binfer.com
Pricing starts at $8/month for small user-centric plans with a 50GB data limit. Small: $8 (Regular $12) | 50 GB data per month | 1 user | 1 device
— binfer.com
Enterprise pricing model may be costly for small businesses, limiting upfront cost visibility.
— binfer.com
9.6
Category 5: Security, Compliance & Data Protection
What We Looked For
We evaluate adherence to insurance-critical standards like HIPAA and GDPR, and the strength of encryption protocols for sensitive policyholder data.
What We Found
Binfer's direct device-to-device architecture ensures files are never stored on third-party servers, offering a unique security advantage for HIPAA/GDPR compliance alongside AES 256-bit encryption.
Score Rationale
This is the product's strongest category, as its 'no-cloud' architecture inherently solves data residency and third-party risk issues critical to the insurance sector.
Supporting Evidence
Transfers are secured with military-grade encryption. All data transfers can be natively encrypted, and we also provide an additional HTTPS layer that is AES 256-bit encrypted.
— binfer.com
The platform uses a direct transfer model that does not store files on cloud servers, reducing third-party risk. Binfer offers a unique approach to security by not storing any files on cloud or third-party servers... Files are transferred directly from the sender's device to the receiver's device
— binfer.com
Direct file transfers reduce potential data breach risks by avoiding cloud storage.
— binfer.com
Ensures data protection through GDPR and HIPAA compliance, as outlined in security documentation.
— binfer.com
9.1
Category 6: Large File Transfer Performance
What We Looked For
We test the system's ability to handle massive files typical in claims (e.g., 4K video, scene photos) without throttling or failure.
What We Found
The system supports auto-resume for interrupted transfers and utilizes 100% of available bandwidth, making it highly effective for moving large media files associated with claims.
Score Rationale
The score recognizes the 'auto-resume' and 'no size limit' features as critical performance differentiators for insurance adjusters handling large media evidence.
Supporting Evidence
There are no artificial limits on file sizes for transfers. No Size Limits. Our platform is designed to handle files of any size... freeing you from the constraints of email providers
— binfer.com
The software supports auto-resume for large files if the connection is interrupted. If both parties have Binfer installed, file transfers automatically resume where they left off.
— binfer.com
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Due to the direct device-to-device architecture, the sender's device must remain online to complete the transfer, unlike cloud storage where files can be downloaded anytime.
Impact: This issue had a noticeable impact on the score.
Managed plans include monthly data transfer caps (e.g., 50GB for the entry tier), which may be restrictive compared to unlimited cloud storage competitors.
Impact: This issue had a noticeable impact on the score.
The product has an extremely low volume of verified third-party reviews (only one found on G2), making independent assessment of long-term reliability difficult.
Impact: This issue caused a significant reduction in the score.
Organizations strictly avoiding cloud solutions due to past security incidents
Users needing advanced Linux-based integration or heavy scripting
Expert Take
Our analysis shows ShareFile distinguishes itself in the insurance sector through its verified compliance support for HIPAA, FINRA, and SEC regulations, which is critical for agents handling sensitive claims data. Research indicates the direct integration with Applied Epic and the ability to handle massive 100GB files makes it uniquely suited for modern agencies compared to generic storage solutions.
Pros
Supports files up to 100GB
Integrates with Applied Epic AMS
HIPAA & FINRA compliance support
Unlimited client users included
Outlook plugin for secure email
Cons
3-user minimum on key plans
Support difficult to access
Billing/cancellation friction reported
Mobile app interface complaints
Chat-focused support model
This score is backed by structured Google research and verified sources.
Overall Score
9.0/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Secure File Transfer Tools for Insurance Agents. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.0
Category 1: Product Capability & Depth
What We Looked For
We look for features specifically aiding insurance workflows, such as large file handling, e-signatures, and client portals.
What We Found
ShareFile offers unlimited storage on some plans, supports files up to 100GB, includes integrated e-signatures, and provides secure client portals for policy document exchange.
Score Rationale
The product scores highly due to its robust handling of large files (100GB) and inclusion of unlimited client users, which is critical for agents managing many policyholders.
Supporting Evidence
Allows unlimited client users to receive secure access to files. Invite as many client users as you need to receive secure, personalized access to files inside of ShareFile.
— sharefile.com
Includes integrated e-signature capabilities to send, sign, and store legally binding documents. With ShareFile's e-signature integration, collecting signatures is fast, easy, and secure.
— dataroom-providers.org
Supports upload and download of files up to 100GB in size, depending on plan level. The maximum file size for uploads and downloads on the ShareFile system is 100GB.
— docs.sharefile.com
Documented support for secure file sharing and document workflow tailored for insurance agents.
— sharefile.com
9.2
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess the vendor's history, industry standing, and adoption within regulated sectors like insurance and finance.
What We Found
ShareFile is a long-standing market leader owned by Progress Software, with specific endorsements from major industry bodies like the AICPA.
Score Rationale
The score reflects its established status as a standard for regulated industries, bolstered by partnerships with organizations like the AICPA.
Supporting Evidence
The platform has a long history of supporting regulated industries including insurance and healthcare. With a long history of supporting regulated industries, ShareFile helps teams simplify, automate, and support compliance with SEC, FINRA, HIPAA, and more.
— sharefile.com
ShareFile is the only workflow and secure file sharing technology offered as part of the AICPA Member Discount Program. ShareFile is the only workflow and secure file sharing technology offered as part of the AICPA Member Discount Program
— sharefile.com
8.2
Category 3: Usability & Customer Experience
What We Looked For
We evaluate ease of use for agents and clients, quality of mobile apps, and accessibility of customer support.
What We Found
While the interface is generally regarded as intuitive for clients, there are significant documented complaints regarding customer support accessibility and mobile app performance.
Score Rationale
The score is penalized due to consistent user reports of difficulty reaching human support and dissatisfaction with the iOS mobile application interface.
Supporting Evidence
Recent user feedback describes the iOS interface as difficult to operate. By the way, your iOS interface is terrible. Almost impossible to operate from a cellphone.
— support.sharefile.com
Users report significant frustration with the 'chat-only' support model and difficulty reaching live agents. Chat is the only way to go... Just spent over an hour on chat with support for a convo that could have taken 15 minutes.
— reddit.com
8.5
Category 4: Value, Pricing & Transparency
What We Looked For
We analyze pricing structures, hidden fees, contract terms, and value for money specifically for small to mid-sized agencies.
What We Found
Pricing is competitive for the feature set, but the 3-user minimum on key plans and reports of difficult cancellation processes impact transparency.
Score Rationale
A solid score for value is reduced by the mandatory 3-user minimum on Premium plans and documented billing disputes regarding auto-renewals.
Supporting Evidence
Users have reported issues with auto-renewals and difficulty obtaining refunds after cancellation. One user mentioned being charged for months after cancellation... The Better Business Bureau has logged dozens of complaints, many centered on billing disputes
— 19pine.ai
The Premium plan costs $25/user/month annually but requires a minimum of 3 users. $27.50 monthly per user or $25 annually per user. A 3-user minimum applies.
— sharefile.com
We look for integrations with Agency Management Systems (AMS) and common productivity tools used by agents.
What We Found
It integrates directly with Applied Epic, a dominant insurance AMS, as well as Microsoft Outlook and Office 365.
Score Rationale
The direct integration with Applied Epic is a major differentiator for insurance agents, pushing this score higher than generic file sharing tools.
Supporting Evidence
The Outlook plugin allows secure file sending and encryption directly from the email client. Encrypt emails and embed secure links to files right from your inbox with the ShareFile Plugin for Microsoft Outlook.
— ianagencynetwork.com
ShareFile offers a seamless integration with Applied Epic, a leading agency management system. ShareFile's integrated e-signature solution seamlessly integrates within Applied Epic.
— sharefile.com
9.5
Category 6: Security, Compliance & Data Protection
What We Looked For
We examine adherence to insurance-specific regulations like HIPAA, FINRA, and GLBA, along with encryption standards.
What We Found
ShareFile excels here with built-in support for HIPAA, FINRA, and SEC compliance, offering BAAs and bank-level encryption.
Score Rationale
This is the product's strongest category, offering verified compliance support that is essential for insurance agents handling sensitive PII and PHI.
Supporting Evidence
Uses AES 256-bit encryption and TLS protocols for data in transit and at rest. Your data is also safeguarded with up to 256-bit encryption — one of the most secure encryption algorithms available today
— sharefile.com
The platform supports compliance with SEC and FINRA regulations, including archiving requirements. Support HIPAA, FINRA and SEC regulatory compliance... Customers must have a signed SEC Addendum in place
— sharefile.com
ShareFile signs Business Associate Agreements (BAA) to support HIPAA compliance. Yes, Citrix Sharefile will sign a business associate agreement... Citrix Sharefile signs a BAA, and as a result, is HIPAA compliant.
— hipaatimes.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
The 'Premium' and 'Industry Advantage' plans require a minimum of 3 users, which may force smaller agencies or solo agents to overpay for unused licenses.
Impact: This issue caused a significant reduction in the score.
There are documented complaints regarding billing transparency, specifically around auto-renewals and the difficulty of cancelling accounts to stop charges.
Impact: This issue caused a significant reduction in the score.
In evaluating secure file transfer tools for insurance agents, the selection process focused on several key factors, including product specifications, essential features, customer reviews, and overall ratings. Specific considerations for this category included compliance with industry regulations, data security measures, user-friendliness, and integration capabilities with existing insurance systems. The research methodology involved comprehensive analysis of available data, comparing product specifications and features, analyzing customer feedback and ratings, and assessing the price-to-value ratio to determine the most suitable options for insurance professionals. This approach ensured a thorough understanding of the market offerings, enabling informed rankings based on objective criteria.
Overall scores reflect relative ranking within this category, accounting for which limitations materially affect real-world use cases. Small differences in category scores can result in larger ranking separation when those differences affect the most common or highest-impact workflows.
Verification
Products evaluated through comprehensive research and analysis of security features specific to file transfer tools for insurance agents.
Selection criteria focus on compliance with industry standards and data protection regulations relevant to secure file transfer solutions.
Comparison methodology analyzes customer feedback and expert reviews to ensure reliability and effectiveness for insurance professionals.
Other Software products for Insurance Professionals
As an Amazon Associate, we earn from qualifying purchases. We may also earn commissions from other affiliate partners.
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Score Breakdown
0.0/ 10
Deep Research
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