Smarter Insurance File Management with OneDrive + SharePoint

From underwriting to claims, compliance to customer service, insurance operations generate huge volumes of documentation. Inaza’s integration with Microsoft OneDrive and SharePoint brings structure and control to that sprawl - automating how files are captured, organized, and accessed across your entire business.

Whether it’s a First Notice of Loss, a policy schedule, a repair invoice, or a regulatory form, documents are automatically sorted into the correct folders, with access permissions already in place - right inside the Microsoft environment your teams use every day.

Key Highlights

• Automated Folder Structures
  Inaza automatically generates folders and subfolders within OneDrive or SharePoint for each case, policyholder, or workflow—using consistent, rules-based naming conventions. Relevant documents are then deposited into the correct folders as they're generated or received, with no manual intervention.For example:
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• • A new bodily injury claim triggers the creation of a claim-specific folder
  • Subfolders are created for FNOL, medical reports, repair quotes, correspondence, etc.
  • As emails, photos, and forms arrive, Inaza routes each file into the right location
• Native Microsoft 365 Integration
  Use OneDrive and SharePoint as your document backbone - no need to adopt new platforms or disrupt existing systems.
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• Enterprise-Grade Access Controls
  Apply and manage permissions via SharePoint, ensuring that access aligns with internal roles, compliance protocols, and legal requirements.
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• Searchable, Auditable, Always Available
  Every document is indexed for quick search, auditable for regulatory purposes, and accessible across teams and locations.

Claims. Underwriting. Ops. All in Sync.

While claims remains a high-impact use case—automating how accident reports, estimates, and adjuster notes are filed—this integration supports all document-heavy processes. Underwriting reviews, policy changes, customer correspondence, even fraud investigations—every document, exactly where it should be.

👉 Contact our experts to see how Inaza simplifies file management across your Microsoft 365 ecosystem.