Mail Merge

For Equitable of Iowa Data and Graphics Printing—which handles inbound, outbound and automated mail—financial reports are the first order of business, so accuracy counts.

"Our most difficult mailing job is to mail new variable annuity prospectuses and annual reports," says Steenhoek. "Each policy holder could be invested in a number of different funds, which means they get a report for each fund they are invested in. In order to avoid having each policyholder receive several pieces of mail on the same day, we sort the databases to group the policyholders into every possible combination."