Secure Print & Mail

Data Driven. Securely Delivered.

We deliver customized data-driven solutions that allow you to communicate effectively and increase relevancy through new and existing channels. Powerful communications, delivered how your clients wish to receive it.

Secure Data Processing

Multiple

Type II Certified Sites

2-D

Camera Verification Tech

100%

Regulatory Compliance

Omni

Channel Member Experience

Be Connected.
Be Relevant.

Smart Source Critical Communications offers a full suite of customized solutions, across all delivery methods, to help you reach each individual directly through the channels they use most.

Electronic Presentment

Digital e-statements and integrated text delivery of critical data.

Mail Outsourcing

Letter management, direct mail marketing, and workflow reporting.

Statement Advantage

  • Variable graphic overlays

    Enhance usability and visual appeal

  • Database Integration

    Establish a true one-to-one dialogue

  • Real-Time Access

    Complete tracking for all deliverables

Custom Reporting

Dynamic Insert

Mineable Archival

Communications Lifecycle

A seamless journey from raw data to personalized omnichannel experiences, powered by real-time collaboration and AI.

Step 01

Data Standardization

Improved data collection through one centralized platform for all inputs.

Step 02

Page Composition

Static and variable data points managed via our self-service platform.

Step 03

Document Editing

Real-time collaboration. Create, edit, and proof documents 24/7.

Step 04

Content Management

AI-guided clarity and document template consolidation for consistency.

Step 05

Production

Custom, data-driven messaging with accurate and timely delivery.

Step 06

E-Delivery

Omnichannel solutions including email, text, and personalized videos.

Step 07

Reporting

24/7 visibility accessed in one convenient portal for all workflows.

Final Result

Guaranteed Compliance & ROI

Outsourcing Capabilities

The proof is in the output. Best-in-class capabilities meet custom document outsourcing needs across all delivery methods.

Statements & Invoices

Dynamic statement printing with variable graphic overlays. Enhance the look and usability of your financial notices with true 1:1 intelligent messaging. We transition your billing from a cost center to a critical communication touchpoint.

1:1

Intelligent Messaging

E-Present

Digital Integration

Request Billing Audit
Financial Billing Statements

Check Processing

Secure production of checks with OMR and 2-D barcode piece-level tracking. High-security print and reconciliation for absolute accuracy. Our facilities are built for the sensitivity required in financial disbursement.

2-D

Camera Verification

Secure

MICR Sourcing

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Secure Check Printing

Tax Form Printing

Time-critical and regulatory-compliant document handling for all tax requirements. Includes secure data processing and certified distribution. We handle the seasonal surge with ease and absolute data integrity.

IRS

Compliant Formats

Digital

Archive

Learn More
Tax Form Production

Direct Mail

High-impact multichannel marketing campaigns. Expert data processing, postal discounting, and precision kit assembly for targeted outreach. We bridge the gap between digital data and doorstep impact.

-30%

Postal Presort Savings

Omni

Multi-channel Sync

Campaign Strategy
Direct Mail Campaigns

Industry Solutions

Tailored critical communication workflows engineered for specialized regulatory and technology environments.

Credit Unions

Secure automated statement cycles and custom member notifications with SSAE 16 Type II compliance and integrated e-delivery for financial data integrity.

Healthcare

HIPAA-secure automated patient communications and custom e-delivery workflows designed for strict regulatory compliance and software integration.

Waste Mgmt

Automated secure billing and custom service alerts with integrated print, mail, and e-delivery solutions optimized for high-volume operational scale.

Propane Gas

Secure utility-grade automated billing and custom safety compliance notices with omnichannel e-delivery to stabilize recurring revenue cycles.

Pest Control

Custom automated print and mail and payment QR code integration for residential and commercial customers.

Governed by Excellence

Uncompromising Security.

Standard

SOC 2 TYPE II

Processing

PCI COMPLIANT

Accounting

SSAE 16

Healthcare

HIPAA REGULATED

Type II Audited Facilities

Your Dedicated
Partners.

Our job is to make sure your critical data is delivered when you want it and how your clients wish to receive it. We are experts at bringing together both ready and customized solutions to deliver correct and secure information to your clients or members.

ST

Scott Thenell

TN

Todd Norton