Case Study: Pease-Kerr-Canfield Insurance Agency achieves paperless operations and faster first-call customer service with DocStar

Secure and Accessible Documentation Boosts Employee and Client Satisfaction

Pease-Kerr-Canfield Insurance Agency, a long-established insurance firm in Chardon, Ohio, was overwhelmed by paper files that consumed office space, delayed file retrieval, and forced staff to fax documents between two locations — hurting customer service and productivity. To solve this, the agency engaged DocStar and deployed DocStar Enterprise Content Management (ECM), integrated with their AFW/AMS management system.

DocStar implemented barcode-driven back-end scanning (about 30 documents/day with unattended batch filing), AuthentiDate for signed-document validity, and AMS integration so documents appear inside agents’ workflows. DocStar’s solution eliminated paper routing, enabled instant cross-office access, improved first-call resolution, boosted employee morale and productivity, reduced lost files, and cut copying costs (approximately $500 estimated first-year savings).