Print and Mail Services for Businesses

Outsourcing document printing and distribution tasks is essential for businesses that need to send out large volumes of materials like statements, invoices, marketing collateral, and more. By partnering with a professional document delivery provider like Online Statements, companies can save time, ensure consistent branding, and streamline processes. Click here for more: print and mail services for businesses

Leveraging these mail service solutions offers numerous benefits, including increased efficiency, cost savings, improved branding, and better tracking and reporting. This guide covers everything businesses need to know about utilizing professional document delivery, from understanding the services to choosing the right vendor and implementing best practices.

Print and Mail Services for Businesses

What are Print and Mail Services for Businesses?

Document delivery services refer to outsourcing the printing and mailing of various materials to a third-party provider. These services can include printing statements, invoices, marketing pieces like postcards, and more, as well as handling the entire mailing process like sorting, stuffing envelopes, and delivering to the post office or recipients.

Industries like finance, healthcare, utilities, and more commonly use document delivery to streamline operations and ensure timely, accurate delivery of important documents and communications.

Benefits of Outsourcing Document Production and Mailing

Utilizing professional document delivery solutions can offer numerous advantages:

  1. Time and Efficiency Gains: By outsourcing printing and mailing, small businesses free up valuable resources for core operations.
  2. Consistent, Professional Branding: Providers ensure printed materials maintain brand standards.
  3. Compliance Assurance: Solutions help businesses in regulated industries meet handling and distribution requirements.
  4. Detailed Tracking and Reporting: Providers offer tracking capabilities for monitoring campaigns.
  5. Easy Integration: Many solutions integrate seamlessly with existing business systems.
  6. Cost Savings: While initial costs may seem higher, businesses often realize significant savings long-term due to increased efficiency and economies of scale.

Choosing the Right Direct Mail Printing and Mailing Provider

Evaluating options carefully is crucial for finding the best document delivery fit:

  1. Pricing Structure: Evaluate pricing models based on volume, turnaround times, and services needed like postcard printing or direct mail marketing services.
  2. Printing Capabilities: Assess printing options like materials, paper stocks, finishing services for pieces like business cards or mailers.
  3. Mailing Services: Inquire about mail classes offered like USPS First-Class, Marketing Mail (formerly Standard Mail), EDDM (Every Door Direct Mail), and postage costs.
  4. Quality Control: Review sample materials and quality assurance processes.
  5. Data Security: For sensitive info, ensure robust security measures and compliance.
  6. Integration: Evaluate technical capabilities and existing system integration like upload functionality.
  7. Experience: Consider the provider’s industry experience and expertise as mailing experts.
  8. Support: Assess customer service channels and any dedicated account management.

Bulk Document Delivery Best Practices

Once you’ve selected a provider like Online Statements, here are setup steps:

  1. Provide Data and Files: Work with the provider to supply data, files, mailing lists, templates. You can simply upload your files and mailing list for quick processing.
  2. Review Proofs: The provider will supply proofs for your review and approval before printing.
  3. Set Schedules: Establish schedules for printing/mailing based on billing cycles, campaigns, etc.
  4. Discuss Return Mail: Determine processes for handling undeliverable or returned mail.
  5. Integrate Systems: Enable seamless data transfer between your systems and the provider’s.
  6. Establish Communication: Set up communication protocols and contact persons.

By following these steps, businesses can ensure an efficient setup for ongoing document delivery needs.

Document Delivery Best Practices

To maximize campaign effectiveness and efficiency:

  1. Design Best Practices:
    • Clean, uncluttered layouts easy to read
    • Clear language avoiding jargon
    • Consistent branding elements
    • Prioritize important info and calls-to-action
    • Consider accessibility
  2. Approval Workflows:
    • Streamlined processes with clear roles
    • Online proofing and collaboration tools
    • Reasonable approval deadlines within business days
  3. Mailing List Management:
    • Regularly update and clean lists
    • Use suppression files for opt-outs
    • Segment lists for targeting
    • If you don’t have a mailing list, providers can assist with list acquisition
  4. Tracking and Analytics:
    • Establish relevant metrics and reporting capabilities
    • Track delivery rates, open rates, response rates, ROI
    • Analyze data to identify areas for optimization
  5. Compliance and Data Privacy:
    • Stay up-to-date on industry regulations like GDPR, HIPAA, PCI DSS
    • Implement data security like encryption and access controls
    • Obtain necessary consent and provide opt-out options
  6. Efficient Production:
    • Upload your artwork or use provided design templates
    • Optimize files for online printing and full color output
    • Review your mailing details like addressing process, postage requirements

By following these best practices, businesses can ensure effective, efficient, and compliant document delivery campaigns.

Examples of Effective Document Delivery Campaigns

One key area where professional document delivery shines is direct mail marketing services. Providers offer a hassle-free, one-stop solution:

  • Order direct mail services conveniently through a provider’s online product page
  • Get an affordable price quote by uploading your mailing list for a list quote
  • Leverage direct marketing expertise to create effective direct mail pieces
  • Print and mail in-house for streamlined processing and delivery
  • Benefit from faster delivery times compared to your local post office

Whether you need quick postcard mailings, personalized mail campaigns, or complete mailing services for marketing collateral like catalogs and brochures – providers can help you choose the right options while also saving time and money.

Document Delivery for Financial Communications

The financial industry relies heavily on document delivery to ensure regulatory compliance and secure delivery of sensitive documents:

  • Compliance and Security: Robust security like data encryption, secure facilities, background checks
  • Personalization and Branding: Personalized statements/invoices with consistent branding
  • Inserts and Marketing: Include marketing inserts with statements for cross-selling
  • Tracking and Reporting: Monitor delivery status and campaign effectiveness

Document Delivery for Healthcare and Insurance

Unique requirements for these industries due to sensitive personal/health information:

  • HIPAA Compliance: Safeguards for handling protected health information (PHI)
  • EOB Statements: Accurate, timely explanation of benefits statements
  • Patient Education: Educational materials on prevention, treatment, healthy living
  • Appointment Reminders: Recall notices and follow-up communications
  • Personalization and Accessibility: Variable data printing, large print, translations

Document Delivery for Utilities

Utility companies have specific document delivery needs:

  • Billing Statements: Detailed billing statements with usage info and due dates
  • Inserts and Promotions: Energy-saving tips, new offerings, customer discounts
  • Regulatory Communications: Required regulatory updates and information
  • Service Interruption Notices: Planned/unplanned service notifications
  • Variable Data: Personalized usage data and account details
  • Tracking and Reporting: Monitor statement delivery and campaign performance

Postal Services and Compliance

For businesses required to send out collection letters, statements, or other critical printed pieces, compliance is crucial:

  • Providers handle all postal services and requirements for timely delivery
  • Ensure postage is properly paid based on USPS mail class and regulations
  • Follow size, weight, and formatting rules for specific printed pieces like postcards
  • Leverage postal expertise for cost-effective mailing solutions

Let mailing experts assist with navigating the complexities of postal services and compliance so you can focus on your core business operations.


Professional document delivery solutions provide a comprehensive way for businesses to streamline communications and marketing efforts. By outsourcing printing and mailing, companies benefit from time savings, consistent branding, compliance assurance, and powerful tracking and reporting.

Choosing the right provider is key, evaluating factors like pricing, capabilities, security, integration and support. Implementing best practices around design, approvals, list management, tracking and compliance is also crucial.

The examples showcased demonstrate the versatility of document delivery across finance, healthcare, utilities, marketing and more. Solutions simplify direct mail marketing campaigns and ensure compliance for critical printed communications.

If you need to optimize your business communications and marketing outreach, explore the tailored document delivery solutions offered by Online Statements. Our team of experts can guide you through streamlining your processes for maximum efficiency and impact.


Can you help businesses use booklets effectively in their campaigns?

Booklets are versatile documents that can be used for a variety of purposes in your document management strategy. They can serve as product catalogs, annual reports, employee handbooks, or customer welcome guides. By outsourcing the creation and distribution of booklets to a professional document management provider like, you can ensure high-quality production and efficient delivery to your target audience.

outsource print and mail

What types of direct mail services can you provide?

Direct mail solutions encompass a wide range of offerings to help enterprises create, print, and distribute targeted marketing materials. These offerings can include postcard campaigns, brochure mailings, catalog distribution, and personalized letter packages. Providers like offer comprehensive direct mail solutions, from design and production to mailing list management and distribution, helping organizations streamline their marketing efforts.

How can small businesses benefit from your document management services?

Small businesses can greatly benefit from using document management services to streamline their processes and reduce costs. By outsourcing tasks like document creation, printing, and mailing, small businesses can save time and resources that can be better allocated to core business functions. Additionally, leveraging the expertise and advanced technology of a document management service provider can help small businesses enhance their professional image and improve customer communications.

Can you help businesses use catalogs effectively in their campaigns?

Catalogs are powerful sales tools that can showcase an enterprise’s products or offerings in a visually appealing and informative format. By incorporating catalogs into their document management strategy, companies can provide customers with a tangible reference for their offerings, increasing brand recognition and encouraging purchases. Outsourcing catalog creation and distribution to a professional document management provider like ensures high-quality production and targeted delivery to the right audience.

Can you help businesses use postcards effectively in their campaigns?

Postcards are a cost-effective and impactful format for direct mail campaigns. They offer a concise and visually engaging way to promote products, offerings, or special deals. When designing postcards, enterprises should focus on eye-catching graphics, clear messaging, and a strong call-to-action. Partnering with a document management provider like can help organizations create professional postcards and manage their distribution for optimal results.

What factors influence postage costs for direct mail campaigns?

Postcards are a cost-effective and impactful format for direct mail campaigns. They offer a concise and visually engaging way to promote products, offerings, or special deals. When designing postcards, enterprises should focus on eye-catching graphics, clear messaging, and a strong call-to-action. Partnering with a document management provider like can help organizations create professional postcards and manage their distribution for optimal results.


Can you help businesses use brochures effectively in their campaigns?

Brochures are versatile marketing tools that allow enterprises to provide detailed information about their products, offerings, or company in a visually appealing format. They can be used for a variety of purposes, such as product launches, trade shows, or customer education. When creating brochures, organizations should focus on engaging content, informative graphics, and clear calls-to-action. Outsourcing brochure design and production to a professional document management provider like can ensure high-quality results and efficient distribution.

What level of customer support should I expect?

What level of customer support should enterprises expect from a document management provider? Enterprises should expect exceptional customer support from their document management provider. Look for a provider that offers dedicated account management, responsive communication, and proactive problem-solving. At, clients benefit from personalized support throughout the entire document management process, from initial consultation to final delivery. The team is committed to understanding each organization’s unique needs and providing tailored solutions to ensure success.