# BOTDOC

> Patented Secure Digital Transport for Insurance and Financial Services

## At a glance

| Field | Value |
| --- | --- |
| Category | Document Management |
| Type | Solutions Provider |
| Region | NA |
| Headquarters | Monument, Colorado |
| Founded | 2014 |
| Stage | Growth |
| Employees | 11-50 |
| Funding | Seed |

## Overview

BOTDOC is a document security and compliance platform for insurance carriers, financial professionals, and regulated industries. The company provides Secure Digital Transport (SDT) technology that replaces insecure methods such as fax and email attachments with encrypted, passwordless document exchange between organizations and consumers.

The platform delivers one-click file transfer via SMS or email without requiring recipients to create accounts, download software, or manage passwords. Documents are transmitted with end-to-end encryption and real-time delivery tracking. BOTDOC offers its technology through multiple product tiers and an API for embedded integration into existing carrier and agency workflows.

Founded in 2014 and headquartered in Monument, Colorado, BOTDOC reports over 37,000 financial professionals using the platform. The company participated in the OnRamp Insurance Accelerator and has received backing from SixThirty, Plug and Play FinTech, and RevTech Labs Capital. It maintains SOC 2 Type II, HIPAA, GDPR, and PCI DSS certifications and is listed on the Salesforce AppExchange.

## Products & services

### Botdoc Lite

Entry-level secure file sharing product for faster onboarding and simplified workflows. Optimized for automotive dealers and small business use cases requiring quick document exchange.

**Key features:**

- Encrypted file transfer without recipient accounts
- SMS and email delivery channels
- Mobile\-friendly document capture

*Target users:* Small agencies, automotive dealers, small businesses

### Botdoc Connect

Advanced product offering unlimited encrypted transfers with integrated cyber theft protection. Designed for higher-volume operations and enterprises with rigorous security requirements.

**Key features:**

- Unlimited encrypted file transfers
- Cyber theft protection layer
- Multi\-user organizational management

*Target users:* Insurance carriers, financial institutions, enterprise teams

### Botdoc Core

Document submission platform allowing users to submit files on behalf of clients while maintaining encryption and compliance standards throughout the transfer chain.

**Key features:**

- Third\-party submission capability
- End\-to\-end encryption maintained for delegated submissions
- Compliance audit trail

*Target users:* Claims processors, compliance teams, agencies handling client documents

### Botdoc API

API integration layer enabling businesses to embed secure document transport directly into their applications and existing technology stacks.

**Key features:**

- REST API for custom implementations
- Embeddable document request and delivery workflows
- Compliance\-ready infrastructure

*Target users:* Technology teams at carriers, insurtech platforms, financial services firms

## Category & focus

- Subcategories: Secure File Transfer, Compliance Workflows, e\-Delivery
- Insurance verticals: Life & Annuity, P&C Personal, P&C Commercial, Health
- Target customers: Carriers, Agents/Agencies, Brokers

## Links

- Website: <https://botdoc.io>
- Directory profile: <https://insurtechlist.com/companies/botdoc/>
- Blog: <https://blog.botdoc.io>
- Linkedin: <https://www.linkedin.com/company/botdoc>
- Demo/contact: <https://info.botdoc.io/schedule-a-meeting>

---

*Last updated: 2026\-05\-11*