Finance and InsuranceProfessional Services

Shipping That Runs Like You Run Your Firm

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Logistics Helps Finance and Insurance Firms Navigate Complex Challenges

The finance and insurance sectors continue to experience challenges. Consolidation and mergers reduce resources and limit staffing. New regulations drive up costs. Closer scrutiny in the handling of personal information makes security a higher priority than ever.

Let UPS be your trusted provider in this tough environment. UPS transportation and technology solutions will help you meet today's challenges efficiently while enabling you to optimize resources, control costs, and maximize capital.

Logistics delivers for financial firms and insurance agencies. UPS solutions enable you to meet your client requirements and provide the right service levels to get your shipments to the right place at the right time.

Manage Your Risk

UPS understands that the reputation of your firm depends on how you handle sensitive documents--mortgage closings, contracts, insurance policies, loans, payouts, and more. We know that if you don't serve your clients well ... somebody else will. Your clients demand premiere service.

It's mission critical for your time-sensitive documents to arrive on-time and intact. A sophisticated monitoring engine keeps watch over your shipments 24 hours a day when you choose UPS Proactive Response®, along with UPS Next Day Air® service options. Dedicated, around-the-clock customer service representatives monitor critical shipments. It's an extra layer of monitoring and recovery for the most time-sensitive documents.

UPS Delivery Intercept® allows you to simply phone or click into your UPS tracking system to intercept deliveries when situations suddenly change. You can stop packages before delivery, enabling you to return, hold, or redirect the shipment.

When you do have a problem, you'll want to hedge your risk. UPS offers several types of Flexible Parcel Insurance to minimize impact to your bottom line. Choose from a menu of affordable protection options to get the exact type of coverage needed for your shipments.

Retain and Grow Your Client Base

Let UPS help you serve clients better too. Our fast and reliable UPS Next Day Air service, flexible delivery options with UPS My Choice®, and advanced visibility and tracking technology help ensure you get important documents to your clients on time.

These services, along with nearly 40,000 UPS Drop Box locations nationwide and our broad portfolio of returns solutions, enable you to get documents signed and back more quickly. For example, you can drop off your shipment 24 hours a day and enjoy later pickup times to meet the demands of your busy schedule.

Take advantage of growth opportunities through finding and serving international clients with fast, reliable UPS Worldwide Express®. This one- to three-day shipping service offers guaranteed morning delivery times around the world.

Market Your Brand with Customized Envelopes

Use the customized UPS Express® Envelope to promote awareness of your firm with potential clients. We put your distinctive imagery and logo right on the envelope, delivering a "wow" factor with every overnight shipment.

Real Stories

  • WorldShip® helps Cabot Money Management
    Meet: Cabot Money Management
    See how WorldShip helps this wealth management firm save processing hours and provide secure, on-time delivery during tax season.

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