Customer Materials

We provide personalized fulfillment that is user friendly and aligned with your brand
At Consecta, fulfillment is a critical customer touch point, thus our marketing team assists in the development of kit variations and delivery mechanisms to optimize your customer's experience and your profitability.

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What we do

We handle regulatory compliant customer communications, including but not limited to policy delivery kit, welcome letter, policy delivery receipt, underwriting endorsements/amendments and any other requirements provided by client company. We manage post issue communications to policy owners and agents, including policy related transactional statements. We coordinate mailing of separate account fund semi-annual reports, annual reports, and prospectus mailing for securities registered products.

 

Our Services

  • Customized Client Materials
  • Electronic and Hard Copy Delivery Channels
  • Extensive and Scalable Printing Capabilities
  • Full Compliance with Product-specific Rules and Regulations
  • Personalized Digital Output
  • Complete Folding, Stapling, Binding
  • Insertion and Shipping Functions
  • ID Cards and Plastics
  • Client Material Warehousing
  • Direct Mail Processing
  • Address Hygiene and Postal Optimization