Case Study: CoverTree automates compliant insurance mailings with Lob

Covertree automates 30–40 page insurance packets with Lob

covertree, a digital MGA specializing in insurance for manufactured and modular homes, needed to automate its high-volume mailing of policy packets and notices. Their challenge was to eliminate clunky manual workflows and integrate a programmatic solution directly with their policy admin system to ensure proof of delivery and maintain compliance. They turned to Lob's API to solve this problem.

Lob provided an API-driven solution that automated covertree's entire mailing process, from event-driven generation to delivery. The integration offered guardrails to prevent waste, live delivery signals from USPS, and automatic storage of documents for audit-ready proof. As a result, covertree achieved a seamless, error-proof workflow with full visibility and control, allowing them to scale their operations with confidence and a consistent customer experience.

Covertree