Case Study: The Church Agency, Inc. achieves faster document retrieval and improved customer service with DocStar

Integrating Software Leads to Improved Customer Service

The Church Agency, Inc., an Akron, Ohio insurance agency, was running out of paper file storage and spent excessive time retrieving and tracking paper documents while facing new privacy compliance concerns. To avoid buying more filing cabinets and to integrate with their Applied Systems The Agency Manager (TAM) software, they chose DocStar Enterprise Content Management (ECM) to centralize and secure their records.

DocStar implemented its ECM with a TAM Integration Module, back-end barcode scanning, two-tier archival storage and AuthentiDate timestamping, enabling The Church Agency to scan 360–420 pages per day and access documents directly from TAM. The DocStar solution delivered faster customer service through instant retrieval and in-app fax/print/email, reduced paper/postage/toner costs, tightened security with access classes, and created a verifiable audit trail that eliminated revision confusion.

Church Agency, Inc.

Cindy Crew

Corporate Treasurer