Case Study: Gem Young Insurance achieves better customer service with DocStar

Gem Young Insurance streamlines nearly 6,000 accounts with DocStar

Gem Young Insurance, a family-owned insurance company based in Ohio, faced the challenge of managing an enormous amount of paperwork for its nearly 6,000 accounts. This made necessary client information difficult to access, hindering their ability to service clients efficiently on the first phone call. To address this, they implemented the DocStar Series 3 solution from vendor DocStar.

The DocStar system was integrated with their existing Applied Systems TAM software, creating a seamless flow of information. This allowed employees to retrieve client documents instantly from their workstations. The solution saved the company money by considerably reducing the time spent finding documents and enabled service personnel to focus more on client service, providing a full picture of client activity.

Gem Young Insurance