Document Management Blog

Currently Browsing Tag: Clearwater Underwriters Inc

Weekly Roundup – DocStar Customers Experience Success

Category: Blog   |   Tags: , , , , ,

Gem Young Insurance Improves Customer Retention DocStar Document Management Learn the story of how Gem Young Insurance solved its paper problem with DocStar Document Management software. Besides eliminating the burden of shuffling through paper files, Gem Young was able to integrate DocStar with Applied Systems TAM to get information to customers fast. 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 find information for customers, but when tasks were handed off between workers, employees could pick up one project from … Continue reading

Clearwater Underwriters Improves Customer Service & Reduces Paper with DocStar Document Management Software

Category: Blog   |   Tags: , , ,

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