Case Study: Clearwater Underwriters achieves streamlined operations and major paper- and postage-cost savings with DocStar

Streamlining Business Practices to Eliminate Headaches

Clearwater Underwriters, Inc., a 25-person excess & surplus lines insurance wholesaler in Clearwater, Florida, faced chronic paper headaches: misfiled or missing documents, time-consuming printing and mailing of multi‑hundred‑page policies, and lost productivity from staff constantly retrieving files. To address these issues they selected DocStar and implemented DocStar Enterprise Content Management (ECM).

DocStar delivered an imaging and WebView solution that put policies and documents online, enabled instant retrieval by staff and agents, and provided document authentication and workflow controls. As a result Clearwater Underwriters has dramatically reduced paper use and mailing costs, eliminated 35 five‑drawer file cabinets (about 70 planned by year‑end), cut client response time, and streamlined internal workflows — benefits directly attributable to DocStar.

Clearwater Underwriters

Guy Waters

Senior Vice President