Office relies on printed files and filing cabinets instead of online storage, making it overwhelming to digitize and organize files while managing insurance document retention requirements.

The office lacks a digital document management system, so they rely on physical filing which is time-consuming to maintain and difficult to transition to digital while complying with retention policies.

Severity

3Medium

Willingness to Pay

implied

Added

Jun 9, 2026

Workarounds Described

uses printed files and filing cabinets
manually organizes physical files

Implied Software Gaps

Document scanning and digital filing app with retention policy management

App Concept

DigiShelve Pro

DigiShelve Pro is a document management system designed for small insurance agencies to digitize, organize, and securely store files with retention policy automation. It streamlines the transition from paper to digital, freeing up time for lead generation.

Key Features

Batch scanning with OCR and auto-indexing
Configurable document retention schedules
Cloud storage with role-based access and audit trails
Integration with Microsoft 365 and common insurance software

Target Users: Office managers and small insurance agency owners (1-10 employees) who currently use paper files and need to digitize while complying with retention regulations.

Revenue Model: $29/mo per user for basic plan, $49/mo per user for advanced with integrations

Existing Solutions Mentioned

Microsoft business ecosystemprinted filesfile cabinets

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