CPH & Associates
reduces direct mail lead time by 98% with Lob
Impact at a glance
- 98% reduction in campaign lead time, from 2 weeks to less than 1 hour
- Direct mail operations reduced from 3 people plus a vendor to less than 1
- Automated renewals, refunds, applications, and statements
“Lob made it possible to take what was once manual and painful and turn it into one of our most efficient and valuable capabilities.”
With over 130,000 policyholders, CPH Insurance needed to meet compliance requirements while keeping customers engaged. Renewal notices, invoices, and claim checks were critical, but relying on external printers made campaigns slow, manual, and costly. Each mailing cycle involved aggregating data into spreadsheets, sending files to vendors, and managing physical print jobs.
This bottleneck made it harder to scale, slowed turnaround times, and created friction internally.
CPH turned to Lob for an API-driven solution that fully automated mail operations. Using Zapier and then a direct integration, the team could:
- Trigger renewal postcards automatically from their client-servicing platform
- Programmatically send refund checks, applications, and statements
- Route jobs instantly through Lob’s nationwide Print Delivery Network
- Reduce manual work and eliminate dependency on external printers
“The way to solve this debate was to eliminate the time, effort, and cost around direct mail and automate the entire process,” says Ameet.
The impact was immediate:
- Campaign lead times dropped by 98%, from two weeks to less than one hour.
- Direct mail, once a three-person job plus a vendor, now requires less than one person.
- Compliance communications became consistent and audit-ready.
- Multi-channel engagement boosted retention by giving customers the choice of physical reminders alongside digital.
“Once the physical evidence was gone — the boxes of paper, working with printers, buying ribbons — the debate was gone,” Ameet explains. “Rather than eliminate direct mail, we eliminated the manual effort around it to prove its value.”
Campaign Spotlight:
Renewals at scale
Renewal postcards were the first workflow automated through Lob. Customers often kept these physical reminders until they were ready to act, something email alone could not replicate. From there, CPH expanded into automating refund checks, invoices, and applications to create a more agile and modern servicing platform.
CPH continues to expand Lob integrations, aiming to turn direct mail into a fully scheduled IT function. For Ameet, the transformation has reshaped both operations and culture:
“Lob made it possible to take what was once manual and painful and turn it into one of our most efficient and valuable capabilities.”
