Insurance Document Management Software

Affordable Insurance Document Management is our policy.

docSTAR is a total solution that scans, stores and retrieves your paper documents with ease and simplicity. Implementing insurance document management allows your agency to save space, time and money. Never again worry that your documents are misplaced or lost.

Insurance Document Management Benefits

  • docSTAR partners with leading agency management systems to provide seamless integration
  • Easy to use and implement; easy to customize workflows to fit your operation
  • Retrieve documents by keyword – it’s like having Google for your files!
  • Print, Fax, or Email any document
  • Maintain audit trails and guarantee legal compliance
  • Enhance Best Practices for consistent handling of documents

What Users Say

Insurance Agencies love docSTAR’s leading Insurance Document Management. Here’s what users say:

“docSTAR saved time in responding to customer requests…competitors boast about one-day turnaround, we can deliver quotes within two to three minutes with docSTAR.”
-Michael N. Chambers, The Tassey Group -  Read the Case Study

“docSTAR feels like a natural extension of TAM.”
-Leo Daprile, President Gem Young Insurance – Read the Case Study

“Being an association, we have tremendous amounts of paper, including membership rosters and things of that nature. Using docSTAR has let us go out and retrieve documents much more easily.” - Read the Case Study
-
Jerry Duke, Executive Director of the Professional Insurance Agents (PIA) of Georgia.

More from Users

Insurance SubmissionXpress

docSTAR SubmissionXpress delivers streamlined, intelligent insurance submissions to dramatically increase productivity and ensure that the final package is consistent and complete.Insurance Document Management

  • Protect your business with our easy marketing renewal process
  • Deliver the most competitive quotes ahead of the competition.
  • Enhance your image with timely and complete submission packages.
  • Increase employee productivity while reducing errors and omissions.
  • Save time, space and money with our automated electronic system.

Insurance Agency Management Integrations

docSTAR offers single-key integration with agency management systems while keeping your documents safe and accessible. Even if your management system is down, docSTAR is available. If you move to another agency management system, your documents will move with you.

docSTAR integrates with the most popular agency management systems including:
AfW/AMS 360 Info Sheet
  • AfW™
  • Agency Works
  • AMS 360™ Inhouse
  • AMS 360™ Online
  • DORIS™
  • Ebix ASP, Ebix CRM
  • FSCSagitta Integration
  • Instar™
  • NASA Eclipse
  • Prime™
  • Sagitta™ & Sagitta Online™ (AMS Web Services)
  • Special Agent
  • TAM™Tam Integration Info Sheet
  • TAM Online™
  • VRC / Velocity
  • Zywave