Insurance Mail Automation
Eliminate Mismailing Risk and Modernize Regulated Communications at Mutual of Omaha
Lob gives Mutual of Omaha complete visibility, auditability, and accuracy across every policy packet, Medicare disclosure, and claims notice you send — without overhauling your existing print infrastructure. Our API-driven platform integrates with your Adobe, Acxiom, and AWS stack to automate compliance-sensitive mail with built-in address verification, real-time tracking, and enterprise-grade security controls that protect policyholder PII/PHI at every step.
Address Verification That Prevents Mismails
Lob's CASS-certified address verification ensures every policy packet, billing notice, and Medicare disclosure reaches exactly the right recipient — eliminating the coding errors that cause costly mismailing incidents and regulatory exposure.
Full Audit Trail for Compliance
Track every mail piece from creation to delivery with timestamps and proof of mailing. Give Mutual of Omaha's compliance teams the documentation they need for HIPAA-regulated communications, breach notifications, and state insurance disclosure requirements.
API Integration With Your Stack
Lob's RESTful APIs connect seamlessly with Mutual of Omaha's AWS infrastructure, Adobe platforms, and benefits administration systems — enabling triggered, personalized mail workflows without disrupting your existing technology investments.
Print Network Resilience and Control
Leverage Lob's nationwide print delivery network alongside your in-house capabilities for added redundancy, faster SLAs, and centralized quality controls — reducing single-point-of-failure risk across all 50 states you serve.
Simplify your financial services mail without tradeoffs
Transactional mail for financial services
As mail volume grows, your speed can’t slip. Lob has the infrastructure and supply chain expertise to get your high-volume tax forms, checks, and more out the door and to their destination fast – while helping you maintain consistency and SOC 2 compliance.
How Lob helps
- API-driven automation: Trigger mail directly from your systems for shorter lead times and decreased security risks.
- Print Delivery Network: Route mail closer to the destination for better delivery speed.
- End-to-end tracking and PDFs: Track mail from production through delivery to streamline optimization and audits.
Direct mail for financial services marketers
Automate your pre-approvals and retention campaigns based on real-world events – and hit the mailbox before the competition. Lob helps financial services marketers win with automated, personalized direct mail that’s easy to track and optimize. Drive high ROI without any heavy lifting.
How Lob helps
- Personalized, reusable templates: Design once, then personalize content dynamically with your data.
- Routing intelligence: Lob’s Postal IQ selects the most efficient USPS entry path for optimized delivery.
- Campaign analytics: Integrate with your CRM or CDP to track multichannel campaign results.
See Lob in action
68%
of financial services
leaders say mail is effective
for acquisition
63%
of industry marketing
leaders use AI for
personalized messaging
87%
of leaders say mail logistics
are a blind spot they’re
addressing
Our experts know financial
services mail
Read the Q&A from Lob financial services experts
How do we keep financial services mail fast and consistent as volume grows?
Lob's Print Delivery Network routes mail through a distributed print infrastructure, so speed and quality stay consistent whether you're sending thousands or millions of pieces. No vendor juggling, no drop-off at scale.
Can we run direct mail in a way that holds up in SOC 2-regulated environments?
Lob completes annual SOC 2 Type 2 audits across all five Trust Services Criteria and provides audit-ready tracking and documentation for every mailpiece. Your compliance team will have the support they need, but as with any vendor, confirm that Lob fits within your specific compliance requirements.
How do we integrate direct mail with our existing tech stack?
Direct mail APIs make it easy to connect Lob directly to your CRM or core systems so that you can trigger tax forms, checks, and statements from existing workflows. Plus, you can send delivery data back into your platforms and keep direct mail coordinated with the rest of your channels.
See How Lob Helps Mutual of Omaha Send Regulated Mail With Confidence
