Case Study

Mark Richard

From office-only post to insurance reminders sent from anywhere

Mark Richard is a family-owned insurance broker known for providing a personal service to businesses and individuals. That service includes sending insurance renewal reminders three weeks in advance, helping customers avoid becoming uninsured. Before Postworks, post had become a full-time problem, with one member of the 29-person team spending all day managing incoming and outgoing mail. When COVID-19 made office access difficult, Mark Richard moved to Postworks Send, giving the team a faster, safer and more flexible way to send insurance reminders without sending someone into the office just to post letters.

See How It WorksRead Testimonial
PRODUCTS
INDUSTRY
The Challenge

Insurance renewal letters depended on someone being in the office

Being a personal-service-led broker, post is really important to Mark Richard. The team mails customers three weeks in advance of their insurance renewal to help make sure they never inadvertently become uninsured, whether they renew with Mark Richard or elsewhere.

But with more than 1,000 outgoing letters a month, the process had become costly, time-consuming and resource-intensive. One member of the 29-person team was spending all day managing incoming and outgoing post, including printing, franking and mailing letters.

When COVID-19 arrived, the problem became even more urgent. Mark Richard had no option but to send a staff member into the office every day to print, frank and stamp insurance reminders, which was far from ideal for anyone.

How we fixed it

A closer look at the results

1,000+ letters a month

Insurance renewal reminders can now be sent through Postworks instead of handled manually.

Proof of postage built in

Digital date and time stamps give the team confidence that uploaded letters have been posted.

Undelivered mail notifications

The team is notified when Royal Mail cannot deliver post, so they can follow up with customers.

The Turning Point

Finding a safer way to send renewal reminders during the pandemic

With someone still having to go into the office each day during the pandemic, Managing Director Mark Wyatt headed to Google to find a more workable solution. That search led him to Postworks. To test it out, Mark sent himself a letter and was impressed by the quality and speed of service, even during a pandemic.

Now, it is business as usual for Mark Richard, with no employees needing to enter the office just to post a letter. Instead, the team uploads documents and attachments to Postworks in just a few clicks, knowing their insurance reminders will be printed and posted on their behalf.

“We had someone going into the office solely to print, frank and mail our post. In the midst of a global pandemic, it was ludicrous we didn’t have a better solution... yet!”

Mark WyattManaging Director, Mark Richard
The Outcome

Renewal post became easier, safer and more visible

With Postworks in place, Mark Richard has removed the need for office-based post handling while keeping important customer reminders moving.

Key Results

📬 Renewal reminders sent without office admin

The team can upload documents and attachments in a few clicks from wherever they are working.

📊 Proof when letters are posted

Digital date and time stamp proof of postage gives the team confidence in every send.

⏱️ A full-time post problem removed

Post no longer needs one person spending the day printing, franking and mailing letters.

🔁 Follow-up when post cannot be delivered

Undelivered mail notifications help the team contact customers when Royal Mail cannot deliver.

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