Case Study: Lockton achieves secure mobile access and streamlined, compliant file sharing with Citrix ShareFile

Insurance brokerage firm enables a secure mobile workforce with an easy to use solution Citrix ShareFile

Lockton, the world’s largest privately owned independent insurance brokerage with 5,600+ associates serving 48,000+ clients, needed a single, user‑friendly file sharing solution to support a mobile workforce. Their existing consumer tool was difficult to use and didn’t meet new requirements for secure mobile access from any device, flexible on‑prem/cloud storage for compliance, and advanced controls like authentication, remote wipe, access auditing, and data expiration.

Lockton deployed Citrix Workspace Suite with ShareFile to deliver secure access to apps, desktops and synced files across any device, while enabling large‑file sharing, hybrid storage choices, and comprehensive security and logging. The implementation—supported by Citrix’s Product Adoption consulting—improved productivity, mobilized field teams (who can now upload and share content instantly), increased client and carrier collaboration, and earned strong user praise for ease of use and control.

Lockton

Jamie Lucker

Technology Advocate