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Our primary responsibility is to handle your mailings as you wish. We can and will be very flexible in that regard. However, there are many pitfalls in the ACAT mailing process, and it is heavily regulated through compliance organizations and industry agreements. With over 17 years of experience, we can help you navigate those pitfalls and help keep you in compliance to reduce your chances of jeopardizing your clients or your business.

We will work even more closely with you and your incoming reps to set up projects in the two weeks leading up to the date of transition. Then, we can receive your client data and ship your packages in 24, 48, or 72 hours depending on the needs of your firm, what you want in your packages, and how you want them delivered.

Discrete, Off-Site Preparation Minimize the disruption of your regular office routine along with rumors and overtime for your staff. We handle everything at our own production facility and coordinate discretely with your internal transition team.

We’ve learned quite a few important things over the years. All our industry experience is at your fingertips as we work with you every step of the way to ensure your client data, documents, and packets are exactly the way you want them to be, and your client needs them to be.

Although we very rarely receive truly sensitive data from our clients, we treat every piece of information we receive with utmost security. Equally important is our promise not to expose or release any client information in providing our services except as instructed by you.

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