“ MailXstream was instrumental in transforming what had been highly manual print and mail processes into a streamlined, efficient workflow for our team. Their robust technology platform and API capabilities gave us end-to-end convenience we did not have before. What stood out most was their collaborative approach — they took the time to understand our goals, engaged with our ideas, and delivered a solution that met our needs precisely. We wouldn’t hesitate to recommend MailXstream to any organization looking to modernize their print and mail operations. “
– July Business Services
The Client: Retirement Plan Solutions Provider
JULY Business Services is a team of more than 700 professionals helping participants, employers, and advisors build financial security in retirement. The company provides personalized 401(k) plan solutions, including plan administration, fiduciary services, and payroll integration. As part of its service offering, JULY regularly produces and mails printed booklets to its clients and their participants.
The Challenge: Reduce the Cost of Printing and Mailing Booklets
JULY was producing 30-page booklets in-house and mailing them at standard postage rates. The process was time-consuming and expensive. Per-piece costs for paper, materials, and postage added up quickly, and the company recognized that a more efficient solution was needed.
The Solution: Outsourced Booklet Printing and Mailing
MailXstream worked directly with JULY to develop a custom utility for printing 30-page PDF documents in booklet form. By reformatting the documents, the physical page count was reduced from four sheets of paper to two. The smaller format also allowed for a smaller outgoing envelope. Combined with MailXstream’s bulk postage discounts, JULY was able to significantly reduce its per-piece mailing costs.
The Benefits: Meaningful Cost and Time Savings of Print-To-Mail Services
By outsourcing booklet production and mailing to MailXstream, JULY achieved an estimated cost savings of at least 50% and potentially as much as 75% compared to its previous in-house process. Reductions in paper usage, envelope size, and postage each contributed to the overall savings, allowing JULY to redirect resources toward serving its clients.
