Case Study: Adirondack Trust Insurance achieves faster, more efficient document processing with DocStar

Integrating Systems Provides Greater Efficiency

Adirondack Trust Insurance, a 20‑employee independent insurance agency in Saratoga Springs, faced productivity drains from maintaining separate interfaces for its AMS Sagitta agency management software and its DocStar Series 3 document management system. Employees repeatedly toggled between applications, hand‑wrote cover sheets and performed extensive manual data entry to scan and file documents, costing time and adding error risk.

DocStar worked with AMS to integrate systems using the AMS Sagitta‑DocStar integration agent plus DocStar DataLink® and DocStar Barcode, enabling one‑click access to electronic files from Sagitta and automated capture of policy and client data via barcode cover sheets. As a result, Adirondack Trust Insurance eliminated most manual entry, accelerated filing and retrieval (retrieving a document now takes two clicks), and moved routine customer inquiries from hours to seconds—delivering clear productivity, time‑saving and customer‑service improvements thanks to DocStar.

Adirondack Trust Insurance

Andrew Wise

Executive Vice President