PFI Saves Time and Money through Simple Automation

Neopost Case Study ConnectSuite e-Certify Web Tracking

Using manual Certified Mail processes—including hand-written forms and scanned documents—was slowing productivity and adding unnecessary cost. 

Proctor Financial, Inc. (PFI) is a hazard tracking and lender-placed insurance provider for mortgage servicers on a national basis. An industry leader, PFI pioneered the concept of lender-placed insurance (also called force-placed insurance) in the 1970s. PFI demonstrates success in industry experience and exceptional service with an impressive list of over 1,500 clients.

Increase Productivity and Reduce Unnecessary Expenses

Proctor Financial Inc. (PFI) partners with more than 1,500 mortgage servicers, banks, credit unions, investors and property managers nationwide. The company’s mailroom team of six distributes an average of 3,000 pieces of mail per day on behalf of their clients. In a typical month, this small team coordinates 100 pieces of Certified Mail™. Using manual Certified Mail processes—including hand-written forms and scanned documents—was slowing productivity and adding unnecessary cost. Frustrated, PFI turned to Neopost for a solution.

Track Certified Mail with Detailed Reporting

Neopost installed the easy-to-use, streamlined ConnectSuite e-Certify web-based solution. With simple training, PFI employees were quickly able to enter certified tracking numbers online directly to the United States Postal Service®. The PFI mailroom team can easily access the user-friendly interface to view the recipient’s signature as a retrievable image along with a detailed tracking report. Now, all of PFI’s certified mail is stored and available online in one report.

Web-based Solution Saves Money

Cristina Derieu, PFI Senior Manager, said using ConnectSuite e-Certify makes the certified mail process “significantly easier” for employees. This new web-based solution not only saves money and physical storage space, but also frees up the mailroom team to focus on their core duties, and provides reliable, easily accessible online tracking information. 

"Using Neopost’s ConnectSuite e-Certify makes the
certified mail process significantly easier".

 

Cristina Derieu, Senior Manager, Proctor Financial, Inc.

 

Learn more about ConnectSuite e-Certify