Document Management Blog



Gem Young Insurance Improves Customer Retention DocStar Document Management

Category: Blog

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