Life Assurance
Forth have worked within the life assurance sector for over 20 years, developing a wealth of experience and specialist knowlededge. Over this period we have worked on a variety of different projects, and we are recognised as being experts in:
- Statement Production
- Complex Mailings
- Funds Mergers (PartVII)
- Seminar Campaigns
- Data Cleaning
- Client Tracing and
- In building software for use by financial services companies.
For a list of the types of mailing projects we manage on a day to day basis please see here.
Our staff are all very familiar with the requirements and expectations of this sector and they work on projects for life assurance companies every day. Our clients reap the benefits of this invaluable knowledge they have acquired, over the years of working with life assurance clients.
High volume mailings are project managed, and low volume are produced in-house at our Bangor site.
We keep a keen eye on postage costs and work with clients to maximise discounts and selection of postal carrier
Mailing Projects
- Part VII Funds Merger mailings
- Seminar Mailings
- Marketing campaigns
- Lead generation mailings
- With profit statements
- ISA statements
- CTF statements
- Unit Linked statements
- With profit bond statements
- Pension statements
- WRAP statements
- Tax Vouchers
- Contracting In/Out – mailings
- Tax certificates
- AGM Mailings
- Pension top-up mailings
- Maturity campaigns
- Address verification campaigns
- Retirement seminar mailings
- Servicing mailings
- IFA listings
- Mandate mailings
- CFPPFM campaigns