Automated Print Mail Merge to Reach Offline Customers

A leading insurance provider for residential blocks and property portfolios was facing a growing disconnect with a segment of its customer base. Many of their core contacts—property managers, freeholders, and managing agents—were not fully online, often preferring physical mail over email. As a result, digital campaigns were underperforming, and a significant share of the audience remained unengaged.

One of our digital squads introduced a hybrid outreach model that bridged CRM data with physical communications. The solution enabled automated mail merges directly from CRM records, generating personalised, print-ready documents at scale. This allowed the team to target offline customers with the same precision and efficiency as their digital campaigns—without the usual admin burden.