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 question about a policy, in a paper world, I’d have to put him on hold, and pray the document is in the file cabinet,” Neller says. “Now, we’re able to click, and there it is. DocStar lets us offer instant gratification. They don’t have to wait for the mail or wait for us to find something.”
Wade Neller, VP Information Technologies, Clearwater Underwriters, Inc.
After implementation, documents were available to agents online, reducing both paper and postage-related expenses. Because of the success Clearwater found with DocStar, they are considering further automating and streamlining processes in other areas of the business, taking a step toward becoming a more paperless company.
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