Simplify your job with outsourced statement processing

We offer the full scope of statement processing services from data management to mailing – all with the goal of making life simpler for operations and IT professionals like you.

What if we told you we could make your day a little bit easier?

No, we can’t change the checkout line situation at the grocery store on Sundays or stop your dryer from eating your socks. But we CAN relieve the stress caused by processing, printing, and sending transactional documents like statements, invoices, and bills.

Our statement processing services are right for businesses that send moderate to large volumes of statements, invoices, bills, or notices. We work most often with financial institutions, healthcare organizations, insurance companies, and municipalities.

We’re pretty darn good at it, too. We’ve been perfecting our statement processing workflow for nearly 30 years and, today, we print and mail 1.7 million documents per month.

Before you hire us to take over your statement processing efforts, we’ll provide a no-cost, no-obligation audit to make sure we’re the most cost and time-effective solution.

Once we’re hired, we’ll handle everything from start to finish:

We can work with your data in any format (with the exception of ancient cave drawings and notes written on napkins). We’ll make sure your data is clean and up-to-date: removing duplicates, running addresses through the USPS database, and preparing the file to be merged with your statement.
Our in-house creative team knows more than how to make things look pretty. We also understand that solid statement design can improve comprehension and reduce traffic to your call center. That’s why we design with your audience in mind: Which element(s) should they see first? What action should they take, if any? How does their eye move across the page?
Once the data is cleansed and the design is finalized, your statements are ready to be printed. Options abound for the print and production of your statements: What type of paper will you use? Will you print in color or black and white? Will the envelope have a window or security tint? We’ll help you make these tough decisions, keeping your budget and your brand in mind.
We use high-speed inserters to process documents quickly and make sure your statements get out on time. Plus, we print a 2D barcode on each statement to help ensure that statements are inserted correctly and each piece is delivered to the correct recipient.
You could say we’re experts in getting our customers the best postage rates possible – and we would cast aside all modesty and agree enthusiastically. With more than 35 years under our belts, we have you covered when it comes to helping you get the lowest possible rate.
We know that many people are opting to receive electronic statements instead of print, which is why we offer DocuSmart™ electronic statement delivery. DocuSmart is secure, easy to use, and convenient for you and your customers. It features access to electronic statements, click-to-pay and text-to-pay functionality, and payment history. Plus, you’ll be off the hook for software maintenance and troubleshooting; we manage the software and provide support.
Transpromo is a hybrid of “transactional” and “promotional” – the practice of adding a marketing message to your transactional documents like statements, invoices, and bills. And there are several reasons to try it – we’ve mapped out eight of them in our eBook, “Eight Reasons You Should Be Using Transpromo”.

A couple things you should know before we get started:

  1. We understand how important data security is to you and your customers. That’s why we’ve gone the extra mile and maintain security standards required by the SOC 2 Type II audit, Federal Financial Institutions Examination Council, HIPAA/HITECH, and more.
  2. Our goal is to make your life simpler, which we don’t think should come at an outrageous cost. Whether you’re considering switching vendors or outsourcing for the first time, we’ll help you analyze your current costs – e.g. materials, equipment, and labor – and see how they compare to ours.

Find out if you can save time and money –
Request a free statement processing audit today.

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