Insurance professionals discussing client documentation securely

Insurance sector

Insurance sector secure every document exchanged

Proposals, claims, identity documents and contracts: your clients entrust you with sensitive information at every step. Secure Exchanges protects these exchanges end-to-end, simplifies your processes and helps you meet your regulatory obligations, with zero friction.

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Protect your clients' sensitive information

Insurance professionals handle highly confidential documents every day: insurance proposals, loss declarations, financial information and identity documents. Regular email, USB drives and generic portals offer no guarantee of confidentiality or traceability. Secure Exchanges protects every exchange end-to-end, so that no one, not even our team, can access the content of your communications.

The platform integrates with your existing management tools to automate filing, document collection and signatures, without changing how you work. You maintain complete control over who accesses what, and every action is tracked automatically.

Confidential delivery

Send proposals, policies and claims in full confidentiality. Your recipients open documents via a secure link, with no software to install.

Simplified collection

Receive identity documents, financial records and claim evidence from your clients, without requiring them to create an account.

Automatic archiving

Every exchange is archived automatically with a complete trail. Demonstrate your regulatory compliance with no extra effort.

Remote signing

Have proposals and contracts signed remotely with a legally recognized signature verifiable by all insurers.

Send your documents in full confidentiality

Every document sent is protected end-to-end. Only the intended recipient can access it.

Send insurance proposals, policies and endorsements to your clients and insurers. Content is protected throughout delivery: only the recipient can open it via a secure link, with no software to install.

Share claim files (loss declarations, photos, expert reports) between you, the insured and the insurer. Every access is tracked and content remains confidential throughout the process.

Exchange purchase offers, promissory notes and appraisals with financial institutions and notaries. Every document is protected and every consultation is recorded.

Transmit identity documents and verification documents to insurers. The recipient accesses the document via a protected link, without needing to create an account.

Sent to the wrong recipient? Revoke access in one click. The document becomes immediately inaccessible and every access attempt is logged.

Receive your clients' documents securely

Your clients submit their documents via a protected form. No account to create on their end.

Collect identity documents, financial statements and proof of insurance from your clients. They simply submit via a protected form, without creating an account.

Request health questionnaires, financial statements and preliminary inspections from applicants. Documents are protected from the moment the client sends them.

Allow your clients to submit photos, videos and police reports as part of a claim. Every submission is timestamped and protected automatically.

Collect compliance documents from your agents and partners. Every exchange is tracked to meet regulatory requirements during inspections.

Your exchanges are archived and retrievable at all times

Every document sent or received is automatically archived with proof of consultation. No more manual filing.

All exchanges between you, your clients and insurers are automatically preserved with the date, time and proof of consultation. Every communication is linked to the correct client file.

Demonstrate your diligence at any time: every exchange is dated with proof of sending, receiving, opening and downloading. No more manually documenting your client interactions.

Documents are automatically classified by client, policy type or claim number. Find any document in seconds during an audit.

Secure Exchanges connects to your management systems for seamless, automated archiving, without any manual intervention on your part.

Have your documents signed remotely

Legally recognized signatures, verifiable by all insurers, with no travel required.

Have insurance proposals, endorsements and claim forms signed remotely. The signature is verifiable directly in common tools like Adobe Reader and complies with industry standards.

Have purchase promises, offers and counter-offers signed by all parties (buyer, seller, representative) in the required order. Track the progress of each signature in real time.

Each signer's identity is verified with the highest degree of certainty available in Canada, meeting the strictest requirements of the sector.

Signatures are recognized by major insurers and verifiable directly in Adobe Reader. They have full legal force and comply with industry standards.

Proposals containing health or financial information are never accessible on the signature provider's servers. No one other than the parties involved can view them.

SESAR Vault

Facing an audit or inspection? You're ready.

Insurance professionals must be able to demonstrate their diligence at any time. The SESAR vault maintains a permanent record of every proposal sent, every endorsement delivered, every claim processed, with proof that the client actually accessed the document. Everything is automatically linked to the right file in your management system, with no additional filing.

Real-world example

Assurances Tremblay receives a routine inspection visit. The inspector requests proof that Mr. Bouchard's coverage modification endorsement was transmitted before the August claim. The director opens the SESAR vault and shows the endorsement was sent on June 3, opened the same day at 3:22 PM, and downloaded by the client. The management system had automatically recorded this delivery in the file. The inspection concludes with zero non-compliance findings.

Discover the SESAR Vault for insurance

Built for your professional obligations

Secure Exchanges meets the specific requirements of the insurance sector in Canada.

Regulatory compliance met

Designed to meet the requirements of insurance industry regulators. Complete trails for every exchange prove your compliance.

Confidentiality guaranteed

No one, not even Secure Exchanges, can read the content of your exchanges. Only you and your recipient have access.

Seamless experience for your clients

Your clients have nothing to install and no account to create. They access documents and submit theirs in just a few clicks.

Integration with your existing tools

Secure Exchanges connects to your management systems to automate archiving and filing, without changing how you work.

Simplify your confidential exchanges

Join insurance professionals who protect their communications with Secure Exchanges.

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