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Secure File Exchange

Please use our secure file exchange to transfer large and/or confidential files. 
We will automatically be notified that your files were uploaded.  

FILE DROP BOX (Password not required): 

Client Secure File Folder:

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ShareFile Secure File Transfer

Would you like us to review your current insurance policy to make sure you have appropriate coverage and a good value?  Just upload copies of your current insurance documents and we'll let you know what we think!  This service is only available to residents of North or South Carolina. 


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