Case Study: SDL Brokerage Inc. and Group Health Solutions achieve significant storage savings and faster client response with DocStar

Boosting Productivity With DocStar File Management Solutions

SDL Brokerage Inc. and Group Health Solutions, a combined full‑service insurance agency in New York, were struggling with three file-management issues: rapidly growing paper files (especially in Employee Benefits), limited office storage space, and slow access to client information. To solve this they turned to DocStar, deploying InStar Imaging powered by DocStar / DocStar Enterprise Content Management (ECM) to digitize and manage their documents.

DocStar’s scanning and ECM solution enabled immediate post‑project scanning and secure shredding of hard copies, cutting physical storage from 33 file cabinets to 13 today with an expected two by year’s end, and delivering roughly $3,000 in storage savings (100 sq ft at $32/ft). The DocStar implementation also improved staff efficiency and customer response time—agents can retrieve archived client files from their desks while on the phone—resulting in faster service and reduced time spent searching for documents.

SDL Brokerage Inc. and Group Health Solutions