The preferred solution for insurance brokers to receive client documents

No more missing documents: receive, store, and automatically chase your clients to obtain their documents with complete peace of mind.

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Starting at €19 / month (excl. VAT)

Doksure hero
Hosted in Europe Hosted in Europe
End-to-end encryption
GDPR Compliant

What Doksure brings you

Valuable time saved

Request and receive the right documents from your clients without endless email threads. Received documents are automatically sorted and filed, and Doksure chases your clients when necessary, without any effort on your part. According to Doksure, reduce the time between first contact and signature by up to 50%.

Reassured clients

Your clients know exactly where their file stands: automatic reminders, a secure space, and clear visibility on documents submitted or still missing. They will no longer chase you by email or phone — let them upload their files in complete autonomy.

An impeccable reputation

Show your clients that your brokerage combines confidentiality with organization. You guarantee professional, impeccable exchanges, far from the chaos of email.

Automated reminders
Feature

Save time with automated reminders

Let Doksure chase missing documents for you: automatic reminders, ready-to-use request lists, and a clear view of every file's progress.

Step 1

Request a document in the blink of an eye

Create a request by selecting the documents you need from a ready-to-use list. No more long emails to write: it is simple, fast, and efficient.

Document request
Step 2

An intuitive, secure portal for your clients

Your client receives a link to a secure space where they upload their documents, in one go or in several. They can track the progress of their file in complete autonomy.

Document upload
Step 3

All your documents in one place

Accept or reject files in one click (goodbye blurry photos and non-compliant documents). See the state of the file at a glance and find everything in one place. No more digging through your emails!

Workspace

The complete solution to request, receive, and manage client documents

Send clear requests, share and view documents securely, with total control at every step.

Document Requests

Send clear requests to your clients in a few clicks through a simple, fast, and professional interface.

File Sharing

Share documents with colleagues or external parties through a secure portal, with full control over access.

Document Preview

View received files directly in Doksure, with no download and no additional tools required.

Document Rejections

Reject blurry photos or non-compliant documents and request corrections from within Doksure.

Image Editing

Intelligently crop unwanted backgrounds (tablecloths, clutter) with our built-in editing tool.

Storage

Enjoy 1,000 GB to centralize all your documents securely and effortlessly.

Download

Easily download received documents whenever you need them, in a single click.

Advanced Encryption

Ensure total confidentiality in your exchanges with reinforced end-to-end document encryption.

FAQ

Everything you need to know

Why use Doksure as an insurance broker?

Doksure simplifies the collection and management of client documents (IDs, supporting documents, contracts...), while ensuring security, compliance, and organization. You save time and can focus on your clients and their needs, rather than dossier logistics.

How to subscribe to Doksure?

Subscription is done directly online in a few clicks. Choose the plan adapted to your activity and start centralizing your client documents immediately. Doksure subscription is commitment-free, with up to 1 TB of storage. No installation needed. All starting from €19 excl. VAT per month.

Do my clients need to create an account to upload their documents?

No. Your clients can securely upload their documents via a dedicated link, without needing to create an account.

Can I use Doksure to collaborate with partners or insurance companies?

Yes. You can easily share files with your partners while controlling access rights and document confidentiality.

Can I send documents to third parties who don't have a Doksure account?

Yes. Doksure allows secure sharing with external third parties via temporary links, without them needing to create an account.

Can Doksure automatically follow up with my clients for missing documents?

Yes. Automatic reminders can be activated to remind clients to send missing documents, without any effort on your part.

How are my documents and those of my clients secured?

All documents uploaded to Doksure are end-to-end encrypted. This means no one can access them, not even us. With Doksure, your data is protected by advanced security protocols and stored on GDPR-compliant servers located in Europe.

What does end-to-end encryption actually mean?

End-to-end encryption means that the document is encrypted before or as it is sent, and remains protected during transfer and storage. In practice, only authorized people can view it. Even Doksure cannot read the content of your files.

Is Doksure GDPR compliant?

Yes. Doksure is designed to help professionals exchange and store documents within a GDPR-compliant framework, with security measures adapted to sensitive data. Data is hosted in Europe and exchanges are protected by encryption.

Can I send documents to third parties who don't have a Doksure account?

Yes, Doksure allows you to share documents with external recipients via secure links. These links provide a simple and secure solution, even if your correspondents don't have a Doksure account.

Do my clients need to create an account to upload their documents?

No. Your clients can upload their documents through a secure link, without creating an account or installing an application. The experience is designed to be simple, fast, and smooth on both desktop and mobile.

How does the Pro subscription work?

The Pro subscription is priced at €39 excl. VAT per month, or €31 excl. VAT per month with annual billing. It includes all Standard plan features, plus the Chrome and Outlook extension, the document cropping tool, and multi-user access so teams can work together in the same workspace. Like all Doksure plans, it is commitment-free and requires no installation.

Can I work with multiple users in the same Doksure workspace?

Yes. Doksure lets you centralize document handling in a shared workspace. If you need several people to collaborate, the Pro plan includes multi-user access.

Can Doksure automatically remind my clients about missing documents?

Yes. Doksure can automate reminders so you no longer have to chase missing documents manually by email or phone. This helps you collect files faster while keeping a clear view of each case's progress.

Where is the data stored?

Data is stored securely on infrastructure located in Europe. This helps reinforce regulatory compliance and better protect the sensitive documents of your clients and your team.

What happens if I cancel my subscription?

If you cancel your subscription, you retain access to your data until the end of the current period. Before final deletion, you will have the opportunity to download all your documents so you don't lose anything. We inform you in advance to allow you to manage this transition with peace of mind.

A premium solution at an affordable price.

Simple, transparent pricing.

Most Popular

Standard

€24 / month (excl. VAT)

or €19 / month (excl. VAT) with annual billing

A complete solution to centralize and automatically organize all your files. Ideal for professionals wanting a clear, secure, and easy-to-manage document flow.

  • Document request and sharing
  • 1,000 GB of encrypted storage
  • End-to-end encryption
  • Multi-device access
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Pro

€39 / month (excl. VAT)

or €31 / month (excl. VAT) with annual billing

An advanced solution to manage documents faster with automated reminders, real-time tracking, and reduced administrative overhead.

  • All Standard plan features
  • Chrome and Outlook Extension
  • Smart document cropping
  • Multi-user access
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Ready? Secure your document requests now, in a few clicks.

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