Case Study: The J Ward Group achieves faster document retrieval and reduced physical storage with Questys Document Management

The J Ward Group - Customer Case Study

The J Ward Group is a small insurance agency in Hendersonville, NC serving multiple North Carolina markets with health, life, disability and Medicare products. As the business grew, paperwork ballooned—more than 16 filing cabinets and separate archived files—creating storage constraints and slow, time-consuming document retrieval that reduced office efficiency.

They implemented Questys Document Management to scan, OCR and index documents with Microsoft Office and email integration for instant full‑text search and electronic file sharing. The solution eliminated the need for multiple filing cabinets, cut retrieval times to seconds, and improved employee productivity and communication, making archiving and sharing far easier.

The J Ward Group

Wanda Aiken

Office Manager