Case Study: Claremont Group achieves 60–80% productivity gains and instant document search with Document Locator

Keeping customers for clients—Document Locator makes the difference for the Claremont Group

Claremont Group, a Portland-based insurance services firm specializing in asset retention with 14 staff and 8 licensed representatives managing about $600M in client assets, struggled to retrieve scanned paper records because their scanner software stored images in shared folders with no full-text indexing. Staff could only find files by exact file name, slowing financial diagnostics, client service and compliance work.

They implemented Document Locator (with the ScanStation module) to full‑text scan and index roughly 60,000 pages, enabling instant searches by any word or metadata (policy number, client name, city, etc.). The solution was installed in hours, integrated with Microsoft, required little IT overhead, and delivered faster access, stronger compliance/security and an estimated 60–80% productivity improvement.

The Claremont

Daryl Price

Claremont’s IT Director