Case Study: Research Triangle Park agency streamlines document management and boosts efficiency with DocStar

Electronic Document Management Makes Life Easier for Employees and Clients

Research Triangle Park–based First Insurance Services, an 18-person independent insurance agency in Durham, NC, struggled with tedious paper file management and manual monitoring of employee workflows. To modernize document handling and integrate with its agency management system, the agency selected DocStar and deployed DocStar Enterprise Content Management (ECM).

DocStar implemented a scanning-and-inbox workflow integrated with the agency’s management system, plus standardized naming templates and user training. As a result, DocStar enabled instant electronic filing, easier remote monitoring of CSA workloads, faster work redistribution, and reduced paper storage; the team now processes the same volume of work with one fewer customer service associate and can track exact document timestamps for better service management.

Research Triangle Park

Cathy Bowling

Personal Lines Manager