Document Management Software System


Family-owned Ohio-based insurance agency, Gem Young Insurance, has operated for more than 60 years. With 6,000 clients, the paper burden was enormous. Fulfilling their goal of addressing customer needs on the first phone call was impossible without access to all the necessary information from each workstation. The integration was simple for Gem Young. A single mouse click allowed the agency to retrieve a list of documents by client code or policy. Leo Daprile, President of Gem Young Insurance, said “docSTAR feels like a natural extension of TAM.” The integration of docSTAR helped maximize efficiency since not only could employees easily … Continue reading

Clearwater Underwriters Inc, is a Florida-based excess and surplus (E&S) lines insurance wholesaler, which finds or develops insurance programs to serve hard-to-place risks, and makes coverage available through retail insurance agents who sell to the general public. With employees constantly needing to access documents, files were frequently unorganized, misplaced or missing. With the help of docSTAR software, Clearwater’s challenges of misplaced files and struggles with mailing out paper policies soon became a thing of the past. Over 70 file cabinets worth of information was put into one database, reducing the time needed to find documents. “If an agent were to call up and ask a … Continue reading

Webinar Replay|Secrets of World-Class AP Departments How do world-class AP departments get it right? In our webinar on February, 19th, Ray Emirzian, docSTAR AP Evangelist and Matt Delman, Senior Payables Researcher discussed what Best-in-Class AP departments do that make them stand out from the crowd and gave lots of advice on what AP managers and Controllers can start doing now to earn their spot on the list. Watch a recording of our webinar to learn the secrets of World-Class AP Departments that no one will tell you. Watch the Webinar   A Fresh Look at HR Automation Companies are looking at ECM software … Continue reading

Managing Documents in the Human Resources Department Enterprise Content Management and Document Management are hot topics and technologies…and for good reason. Eliminating the burden of paper and boosting the efficiency of business processes are important drivers for document management adoption in organizations of all sizes and from all industries. The Document Management Mix Document management is used widely to improve key processes like accounts payable and claims processing, but one fundamental activity that is often overlooked in the mix is Human Resources. Despite the increasing digitization of business today, the truth is that the HR function in many organizations continues to … Continue reading

Understanding the Value of ECM – Three Reasons Why You Need It Now Enterprise Content Management has many tools to help businesses with processes that were formerly paper-based. However, even with companies that have implemented ECM software, there are many aspects of it that are not being utilized to their fullest extent. “In a recent study, AIIM conducted a survey of 385 companies and found that while most of the organizations participating (90%) had imaging systems in place, only half employ any kind of text recognition technology. And although 40% indicated that their inbound forms contain free form and handwritten … Continue reading

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