Financial Statement Printing and Mailing Services
Financial statements, confirmations, and account notices provide information customers and plan participants may need to review, retain, or act on. Consistent production and clear reporting help operations teams manage recurring statement cycles and event-driven notices.
DMP BPO can configure a document workflow around your current source files, approved templates, production schedule, inserts, mailing requirements, notification rules, and archival needs.
Use the Files Your Current System Already Produces
DMP BPO can receive a flat data file and manage the template library, or accept a fully composed, print-ready file. Document composition can apply variable policyholder data and data-driven messages while keeping the approved layout consistent.
Before production, users can view individual PDFs and review or approve PDFs on a file basis through the Client Information System. DMP BPO then prints and mails the documents and reports production status as each document is produced.
Financial Documents Produced
Support for Financial Customer Communications
The services used for a program depend on the file format, document type, volume, schedule, mailing requirements, and reporting needs.
Compose Statements From Existing Data
DMP BPO can receive structured data and apply it to approved document templates. Organizations that already generate their own documents can provide fully composed print-ready files.
Document composition can apply variable account information, conditional content, and approved customer messaging while maintaining a consistent document format.
Printing, Mailing, and Address Processing
DMP offers black-and-white, highlight-color, and full-color printing. Production jobs use automated and manual print verification. Mail services can include presort, CASS and NCOA address processing, householding, and Intelligent Mail barcode tracking.
CASS and NCOA can identify and correct addresses that would otherwise be returned or rerouted. Householding can combine eligible documents for one customer into a single envelope.
Add Notifications and Document Archival
SMS and email notifications can supplement printed documents with approved reminders or time-sensitive account messages.
Produced statements and notices can also be indexed and archived. This supports online retrieval, offsite backup, and access to past customer communications by authorized users.
Support Recurring and Event-Driven Documents
A monthly statement follows a predictable schedule. An NSF notice or renewal communication may be triggered by a specific account event. These documents do not have to use the same production rules.