Mailing time sink · RIA Operators

Mailing time sink

Hey I'm working through some process in our organization, when it comes to documents we need to get to people i.e for a withdrawal from an annuity if they can't print and scan at home we mail them the paper work and a return envelope. No we don't do this a ton but this can happen and kind of throw off the Rhythm of the day, what I'm looking to see is there any service in here that any of you use that could replicate this like uploading the pdf we would send them and having that printed and sent with a return envelope to our office. I feel like this could be a huge time saver and increase efficiency. Thank you in advance for any input

1 comment