Dropbox might've worked for you, but honestly, insurers can be picky about platforms. Had a client recently whose insurer insisted on using their own secure portal—no exceptions. Always better to check upfront than deal with headaches later... learned that the hard way.
Yeah, Dropbox can be convenient, but insurers are notoriously cautious about data security. Had a similar issue last year—thought I'd streamline things using Google Drive, but the insurer flat-out refused. Ended up having to redo everything through their own portal. Honestly, it's worth the extra step upfront to confirm their preferred method. Saves you from scrambling later when deadlines loom... learned that lesson once, never again.
"Honestly, it's worth the extra step upfront to confirm their preferred method."
Exactly this. Learned the hard way myself—thought I'd simplify things with Dropbox, but nope, insurer insisted on their own clunky system. Curious though, anyone had luck negotiating alternative secure platforms with insurers?
Had a similar experience a while back—tried suggesting Google Drive since it's pretty straightforward, but the insurer wasn't having it. They were dead set on their own outdated portal. I did manage to get them to agree to using DocuSign for signatures though, which was a small win. Maybe start small like that? Sometimes they're more flexible with specific tasks rather than changing their whole system...
Yeah, insurers can be weirdly stubborn about their tech sometimes. I ran into something similar—tried getting mine to accept Dropbox links for some site photos, but nope, they insisted on me uploading each file individually through their clunky system. Took forever. DocuSign sounds like a decent compromise though...maybe I'll float that idea next time. Did you have to push hard for it, or were they pretty open once you suggested it?
