Stop chasing policy documents
Collect everything your client needs to submit in one secure link. No more scattered emails, no more WhatsApp hunting.
Why FileDrop works for insurance
- Clients see exactly what's needed: ID, current policy, bank details, and signed forms in one checklist
- They upload on their own time. You don't chase.
- Know instantly when the pack is complete
- No account needed for the client. Just click and upload.
How it works
1. Set up your checklist
Define exactly what documents you need: ID copies, current policy, banking details, signed application forms.
2. Share the link
Send your client a single link via email, WhatsApp, or SMS. They open it and see exactly what to upload.
3. Get complete submissions
Watch items check off as files arrive. When everything is submitted, you're ready to proceed.
Real scenario
A broker sends a FileDrop after a new client calls about switching car insurance. The client uploads their ID, current policy, and bank confirmation that evening. By morning, the broker has everything needed to submit the application. No follow-ups required.
Set it up once, reuse it every time. Create your document checklist once. Include downloadable forms clients need to sign. Customize per request when needed.
Ready to stop chasing?
Create your first document request in minutes.