Transactional Print & Mail

Transactional print and mail, built for regulated deadlines.

HITRUST-attested transactional production for statements, EOBs, ANOCs, tax packages, policy kits, and correspondence. Built for regulated calendars that don't move. 

Built For
HIPAA, GLBA, FISMA, and MARS-E workloads. Not commercial print runs
Document Discipline
Composition, color logic, insert control, inline barcode QC
Operating Record
Forty years. Same company. Same cycle, every cycle.
Overview

Regulated Print Is Different

It's composition discipline, file-integrity controls, insert logic, audit-ready chain of custody, USPS Full-Service handling, and the operating posture that holds up to a HITRUST attestation, a SOC audit, and a state examiner walkthrough. Usually in the same year.

We do this for a living. Forty years in, we replicate documents where continuity matters, modernize layouts where readability is weak, and feed Data Services postal optimization into every job so postage spend doesn't silently grow with USPS rate hikes.

Scale & USPS Partnership

Built for USPS Scale

In-house presort, intelligent mail barcoding, and white-paper production tied directly into the postal economics layer.

1M+
Mailpieces per Day
500k
Impressions per Hour
100k
Pieces Inserted per Hour
24/7
365 Operations
Capabilities

Inside the Operation

Every capability is audited, evidenced, and run inside the same HITRUST-attested, SOC 1/2 Type II, ISO 27001, PCI DSS Level 1 environment. No scope splits, no second-vendor handoffs.

Composition & Document Engineering

Replicate legacy layouts exactly where continuity matters. Modernize where readability, hierarchy, and on-page messaging can turn mandatory mail into a usable customer touchpoint.

Variable-Data Personalization

Per-recipient targeting, benefit-explanation logic, segmented messaging, and AI-aware variable content. The personalization layer that lifts CTR and open rates in regulated work.

White-Paper Production & Dynamic Envelopes

Print branded documents and dynamically printed envelopes on plain stock, on demand. Custom messaging on the envelope as well as the document, without the cost or lead time of pre-printed materials. Brand standards intact, inventory eliminated.

Production Discipline & QC

Inline barcode verification, automated insert logic, exception handling, secure document handling, and chain-of-custody documentation from data intake through USPS handoff.

Every Cycle

From File to Mailbox

End-to-end automation, with the audit trail your risk team expects at every step. Same path, every cycle, every workload.

File Delivery

SFTP · API · Custom

Data Processing

Composition · Postal optimization · Automation

Output Streams

Print · Electronic · Archive · Reporting

Inserting

2D / MRDF piece-level tracking

Pre-Sort

Digital · Machine · In-house

Mailing

USPS handoff with IMB tracking

Onboarding

Move Without Disruption

Shaped for environments where parallel-run discipline, audit evidence, and document continuity aren't optional.

01

Compliance-led discovery

We inventory document versions, insert logic, postage profile, and the specific compliance frameworks each workload has to satisfy. Before any composition work begins.

02

Document modernization or replication

Replicate exactly where regulatory continuity demands it. Modernize where readability, postal economics, or on-page messaging is leaving value on the table. We'll say which is which.

03

Parallel run, then cutover

Full-volume parallel production, sample-based audit verification, and the documentation packet examiners and internal auditors expect on day one.

FAQ

Transactional Print and Mail, Answered

Common questions from compliance, operations, and vendor-management teams evaluating a transactional print and mail partner.

What is transactional print and mail?

Transactional print and mail is the secure, high-volume production and mailing of individualized documents generated from customer data, such as statements, invoices, notices, EOBs, and tax forms. Unlike marketing mail, every piece is account-specific, compliance-sensitive, and tied to a fixed delivery deadline.

How is transactional print and mail different from direct mail?

Direct mail is campaign-based marketing sent to prospect and customer lists to drive a response. Transactional print and mail delivers regulated, account-specific documents a recipient is already expecting, such as a monthly statement or a policy notice. IMS runs both inside one audited operation, so postal economics and compliance posture stay consistent across them.

Is your transactional print and mail HIPAA and HITRUST compliant?

Yes. Every workload runs inside one HITRUST-attested, SOC 1/2 Type II, ISO 27001, and PCI DSS Level 1 environment, with chain-of-custody documentation from data intake through USPS handoff. A single audit posture covers the full production lifecycle, with no second-vendor scope gaps.

What types of documents do you produce?

Statements, regulatory and member notices, EOBs and ANOCs, tax forms, policy packages and kits, and citizen correspondence. We replicate legacy layouts exactly where regulatory continuity matters, and modernize them where readability or postal economics can be improved.

Can outsourcing transactional print and mail reduce postage costs?

Yes. Our Data Services layer applies address hygiene, NCOA, commingling, presort, and USPS promotional-discount capture to every job, so postage savings flow in automatically rather than eroding with each USPS rate increase.

How do you move a transactional mail program to IMS without disruption?

Through compliance-led discovery, exact document replication or modernization, and full-volume parallel production before cutover. You get sample-based audit verification and the documentation packet examiners and internal auditors expect on day one.

Related Solutions

Adjacent work.

Most communication programs improve faster when the dependencies between print, digital, data, and advisory work are handled together.

Move the Workload

Bring us the mail cycle you cannot afford to miss.

Thirty minutes with the operator that has shipped statements, EOBs, tax packages, and policy kits every cycle, since 1986.

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