Enterprise Content Management for the Insurance Industry

Streamline document-centric processes with simple, affordable DocStar Enterprise Content Management

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document management deployment

Affordable digital content management is our policy

Your agency processes hundreds of documents for every client. Paper-intensive processes are expensive, time consuming and vulnerable to errors and security breaches.

DocStar ECM is a total Enterprise Content Management solution that securely, scans, stores and retrieves paper documents—document packages, AP invoices, HR forms and more—empowering you to provide superior customer service by eliminating process bottlenecks and missing or lost documents, and reducing operational costs.

Teams across your office or across the country can access client or employee documents from any device and web browser, providing a fast response time and a high return on investment. Digital workflows automatically route documents to the right person, at the right time and integration with existing line of business applications ensures fast retrieval of data.

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document management software features

Benefits of managing insurance documents electronically

  • Deliver competitive quotes faster than your competitors
  • Integration with leading agency management, accounting and ERP solutions—and if you every switch providers, your documents move with you
  • Customize automated workflows to eliminate bottlenecks and improve underwriting, customer service, claims processing, AP invoice processing and human resources documents
  • Eliminate errors and omissions, and provide timely and complete submission packages
  • Secure mobile access provides access to information from any location, on any device
  • Find documents by multiple search criteria for fast retrieval and print, fax, or e-mail to improve response time
  • Maintain audit trails and improve legal compliance and audit procedures
  • Enhance best practices for consistent handling of documents—automated document retention and destruction policies
  • Secure storage and off-site disaster recovery of documents ensures compliance and business continuity in case of a disaster
  • Reduce operational costs by eliminating storage, copier and paper, and courier costs
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Serving every industry, more than 2,000 customers trust DocStar for smart document management and automated AP solutions

  • “We have been e-filing policies, endorsements, claims, and other documents with DocStar ECM for seven years. With our integration, e-filing is easier and less prone to human error. Retrieving a document takes two clicks of a mouse.”

    - Andrew Wise, Adirondack Trust Insurance

    Read the Success Story
  • “[With DocStar] most questions can be handled while the caller is on the phone. You don’t have to put them on hold or, worse yet, take their number and call them back, get up and search for something, because everything is right in the system. It puts the service back in customer service.”

    - Jerry Duke, Professional Insurance Agents of Georgia

    Read the Success Story

Need more information?

Have questions about DocStar ECM or AP Automation? Contact our sales department or visit our FAQs page.