Case Study: Lincoln Financial Group achieves 100% regulatory compliance and streamlined, scalable customer communications with Strata Company

Lincoln Financial Improves Accuracy and Compliance with Automated Customer Communications

Lincoln Financial Group, a national provider of retirement, insurance, and investment solutions, faced a high-risk, manual customer-communications process: dozens of letter types, frequent regulatory changes, and many handoffs that slowed approvals and increased error risk. To centralize and automate communications, Lincoln partnered with Strata Company to deploy a custom submission portal and automated customer-communications workflow that replaced scattered manual steps and brought compliance controls into the process.

Strata Company rebuilt Lincoln’s letter production into a single, dynamic system with pre-programmed business rules, in-portal proofing and approvals, and real-time job tracking. The solution processes 25,000+ mail pieces monthly across 17 letter types, achieved 100% regulatory compliance with zero violations or missed SLAs since launch, and delivered full transparency into proofs, approvals, and deliveries—enabling faster reviews, fewer errors, and scalable growth.

Lincoln Financial Group