Case Study: CPH & Associates achieves 98% faster direct-mail lead times and automated policy communications with Lob

CPH Insurance Reduces Direct Mail Lead Time by 98%

CPH & Associates is a specialty insurance provider for mental and allied health practitioners with over 130,000 active customers. Facing the dual challenge of maintaining regulatory compliance across states while offering policyholders channel choice, CPH & Associates needed to modernize a cumbersome, outsourced direct-mail process that slowed campaigns and consumed staff time. They selected Lob’s API-based direct mail solution to bring printing and fulfillment under programmatic control.

Using Lob’s API and native integrations (including a Zapier-triggered test), CPH & Associates built a direct integration into their client-servicing platform in under a month and automated renewals, refund checks, applications, and statements. Lob reduced campaign lead time by 98% (from two weeks to under an hour), cut direct-mail staffing from a three-person effort to less than one, and provided better insights—preserving a multi-channel strategy that supports compliance and helps increase retention.

CPH & Associates

Ameet Shahani

Director of Technology