Safe4 teams up with Valeos

Valeos logo 8 Apr 14

Valeos was created by David Ross in 2014 to bring a range of value-added services to organisations wishing to refresh or extend their offerings.  David has long experience in the insurance industry, and is currently working with a number of insurers who are seeking ways to expand their services.

David feels that introducing Safe4 is an ideal way to bring additional services and capabilities to this sector.  He believes that “the Safe4 secure document delivery and storage service is a perfect fit for many of the organisations I am now working with, and brings real additional value.”

Ben Martin, Safe4 director, agrees.  “Safe4 are delighted to partner with Valeos.  We recognise that the experience and knowledge gained by David through many years in the insurance and financial services sector provides an excellent opportunity for the delivery of a highly secure document delivery and storage service as an extension of the core Valeos proposition.  Safe4 and Valeos will work together to bring these combined benefits to clients in a sector for which total security of information transfer is of prime importance.”

Valeos are based in Leeds, one of the UK’s leading centres for financial and professional services.  Yorkshire-based media have also covered this development, click here for more information.

Mason Owen improves Client Service with Safe4 secure document delivery solution for the insurance industry

Mason Owen Logo

Mason Owen Financial Services Ltd provides a range of insurance services to corporate and private clients from their Liverpool headquarters and was one of the first general insurance brokers in the country to attain Chartered Insurance Broker status. They pride themselves on their ability to offer innovative solutions and personal services to clients far beyond their North West heartland.

Mason Owen originally turned to Safe4’s secure document delivery solution for the insurance industry to improve the due diligence process with Legal Indemnity Insurance clients. Protective file size limits on email systems were regularly causing larger scanned documents to be sent in several parts adding to the administrative complexity of dealing with them.  Now with Safe4, documents are delivered as a whole, with no rejection by client email systems, reducing costs and the risk of error.  With Safe4, document delivery is timely, reliable, secure and fully compliant with regulation and best practice

How does this happen?

Safe4 provides an online document delivery and storage solution with a secure connection through the internet to Safe4’s ISO 27001 accredited data centre. It is straightforward for Mason Owen to upload confidential documents and files safely to their own Safe4 vaults, where they and designated other users can get secure access from anywhere there is an internet connection. This makes it ideal for exchanging documents, not just for legal indemnity purposes, but also for claims and other insurance applications.

Delivery is instant and, in contrast to most email, is totally secure. Andrew Gibbons, Managing Director of Mason Owen Financial Services, sees improving client satisfaction as a result of the more reliable document delivery system and better overall compliance.

“We have been able to improve the security of bulk information delivery while at the same time offering additional benefit to our clients through this fast and easy way to store and share information. Our clients also value the 24/7 self-service functionality, reducing their need to request documents from our team.”

Andrew GibbonsManaging Director

From Property to Private Client

These client benefits and the versatility of the Safe4 approach has lead to Safe4 being quickly adopted by other parts of the Mason Owen organisation.

Property Clients with large portfolios now have a substantially improved document workflow. Mason Owen creates a folder in a Safe4 Client vault to receive documents such as renewals, certificates and invoices for a particular property rather than using email. This helps organise documents better and gives clients a repository where they can directly access any mislaid documents without any administrative effort by Mason Owen staff. All parties are notified when a document is available and the audit trail confirms that they are accessed.

Safe4 is not just being used with business clients. Private Clients can keep documentation such as purchase invoices, jewellery valuations and pictures in their Safe4 Vault. This enables Mason Owen as their brokers to deal pro-actively with any issues which may arise in a claims situation. The Safe4 audit trail also provides valuable date and time authentication in support of evidentiary requirements.


Fundamental to Mason Owen’s management of client documents is the need for proper security as well as speed of communication and ease of use. The Safe4 solution always means there is a secure connection between Mason Owen, its clients and the Safe4 vault with no chance of third party intervention.

Andrew Gibbons also notes “Safe4 improves the security of confidential information used with clients and by regional directors and account managers on the road. Using 3G iPads and Safe4’s WebDAV access facility, we do not have to carry confidential information on at-risk portable devices. All documents are held safely under our control in a secure data centre and accessed through the cloud.”

Other security measures built into Safe4 give Mason Owen the ability to ensure users only have access to the documents they need to see and to view audit trails for compliance and to confirm that other parties have accessed documents. Safe4 follows regulatory guidelines and best practice on “cloud” security and successfully participates in the government’s CHECK scheme for IT security, under the auspice of GCHQ at Cheltenham. Safe4 underwent its first assessment under the scheme in 2014 and passed comprehensively.

Mason Owen Financial Services is committed to providing innovative services to protect client assets and to ensuring safe, speedy and effective communication with clients.  Safe4 provides an online document delivery and storage service which offers improvements in client service, reduces costs and enables professional brokers to satisfy regulatory and compliance requirements.

Working together, they provide an ever improving level of service to insurance clients which is timely, reliable, secure and fully compliant with regulation and best practice.

Interested to learn more?

If you are interested in learning more or in using Safe4 in your practice, please contact us at or call 0845 904 8045 to arrange for someone to call you.

Contact Mason Owen Financial Services Ltd at or by calling 0151 255 2600.

Safe4 Launches New Website

Safe4 is very pleased to announce the launch of a newly designed website. In developing the new site we have tried to ensure it contains information for both prospective and current customers.

As well as a new design, which you will see roll out across all our material in the coming months – we have restructured the website to help you find the information you need more quickly.

The site is structured around the benefits and features of the Safe4 service that any business will obtain by making use of the solution. While these provide important information we have added a much clearer section on “Business Sectors” which provide specific examples of how the Safe4 service can deliver specific benefits in a range of industries and business sectors.

Covering Legal and Professional, Finance, Property, Health, Public Sector and Corporate uses these pages provide a lot of insight into how Safe4 can supplement your existing processes and deliver significant returns.

We have also taken the opportunity to make it easier to find Case Studies, and detailed White Papers applicable to different industries which provide much more detailed information on how a business can maximise the value of using Safe4.

Finally News and Articles have been provided which list product development news, customer announcements, security advice and other business ideas.

We hope you like the new design and the structure of the information in the site. Please do let us have your feedback and suggestions for more information you would like to see in the system.

Property Transactions

Property transactions demand large volumes of document handling.  Safe4 supports this process efficiently and securely.

Safe4 White Paper Property Professionals v2.2 Jan 15

Wills and Probate


Virtual Data Room Webinar

Wills and Probate

Safe4 adds real value to those engaged in Wills, Probate and Inheritance Planning services.  Download this document to learn more.

Safe4 White Paper Wills + Probate v2.2 Jan 15

Safe4 for Law Firms

A wide range of legal business applications are supported by Safe4.  This document illustrates a small number.

Safe4 White Paper Law Firms General Principles v2.2 Jan 15

SRA Compliance

UK-based law firms can maintain compliance with SRA guidelines through the use of Safe4 to share information with clients and other parties.

Safe4 White Paper SRA Compliance v2.2 Jan 15

Corporate White Paper

Organisations of any type can achieve benefits through the use of Safe4.  This document gives some examples of how.

Safe4 White Paper Corporate v5.6 Jan 15