What Insurers Should Look for in a Print and Electronic Transactional Communications Partner

26 Jun What Insurers Should Look for in a Print and Electronic Transactional Communications Partner

Transactional communications play a critical role in the insurance industry. From explanations of benefits (EOBs) to policy documents, renewal notices, and premium invoices, these communications are not just routine. They are often regulatory, time-sensitive, and essential to maintaining customer trust.

As our insurance clients continue to navigate the need for digital transformation, many are reassessing their communications strategies. This includes not only how they communicate with policyholders, but what they need from us as their print and electronic transactional communication partner. Understanding what you want your partner to provide can make a meaningful difference in meeting the compliance, customer experience, and operational efficiency requirements of your business.

What is it that Datamatx offers insurers? As we like to say, it is more than “print and send.” Here are five requirements that are important to our insurance clients:

1. Support for both print and digital channels. Insurers have customers that span a wide range of demographics and preferences. Some rely on printed documents, while others expect mobile access and digital delivery. A growing number want both. That means having the ability to support an omnichannel approach—one that includes print, email, SMS, web portals, and mobile-friendly formats. More importantly, there is the need to deliver consistent messaging and formatting across all those channels in a way that ensures accuracy and efficiency.

2. Regulatory and compliance expertise. The insurance industry is heavily regulated at both the state and federal levels. Communications often contain sensitive personal and health-related information and, therefore, must comply with regulations like HIPAA, GLBA, and various state-specific data protection and disclosure requirements. Our commitment to our insurance clients is that we maintain the strongest security infrastructure with protocols in place to safeguard personally identifiable information (PII) and protected health information (PHI).

3. System integration and process automation. Insurers deal with high volumes of data and transactions that trigger communications, such as policy renewals, claims updates, or payment reminders. It’s important to work with a partner who can integrate with your core systems to make it possible for communications to be generated and delivered as part of your existing workflows. Automation capabilities can reduce manual processes, minimize errors, and help ensure customers receive timely updates throughout the policy or claims lifecycle.

4. Clarity and accessibility of content. Many transactional documents in insurance are dense and technical, yet it is critical that customers are able to understand them. Poorly designed or unclear communications can lead to confusion, increased volume of customer service calls, and even compliance issues. At Datamatx, we offer customer communication design and print services to ensure every document you send engages your audience, holds new revenue opportunities, and lowers your cost.

5. Scalability and responsiveness. Insurance communications needs aren’t static. Open enrollment periods, legislative changes, and catastrophic events can cause sudden spikes in volume. With our three redundant facilities, we are able to scale production as needed and deliver quickly, without compromising accuracy or security.

Choosing the right partner isn’t just about production capacity—it’s about aligning with a provider who understands the industry, regulatory landscape, and the evolving needs of policyholders. Datamatx offers print and electronic billing solutions that enable insurance providers to create and deliver relevant, intelligent customer communications. Our investment in the latest technology and equipment allows us to bring a wealth of benefits to our insurance clients because we understand the complexity of this business and the imperative need to offer both print and digital delivery done right!