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Finance and Insurance

Get shipping that runs like you run your firm--
efficiently and accurately.

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.

We're ready to streamline finance and insurance shipping with smart transportation and technology solutions. This enables you to optimize resources, control costs, maximize capital, and most importantly, get your shipments to the right place at the right time.

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Manage Your Risk

We understand 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 someone else will. Your clients demand premiere service.

It's mission-critical for your time-sensitive documents to arrive on-time and intact. When you choose UPS Proactive Response® along with UPS Next Day Air® service options, dedicated, around-the-clock customer service representatives monitor your critical shipments. It's an extra layer of protection and recovery for the most time-sensitive documents.

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

When you do have a problem, you'll want to hedge your risk. We offer 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

Whether you run a financial services firm, a regional bank, or an insurance agency, we can 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, help 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.

Explore Shipping and Technology Solutions

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 custom envelopes, delivering a "wow" factor with every overnight shipment.

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Real Stories

Meet: Title365

See how UPS technology enables Title365 to provide greater transparency to its clients.

Meet: Cabot Money Management

See how WorldShip helps this wealth management firm save processing hours and provide secure, on-time delivery during tax season.

Industry Insights

Read and Learn: Front-Line Finance Officer

Learn what 160+ CFOs say about the professional services firm of tomorrow.

Read and Learn: Better Processes, Better CFOs

To stay ahead of the curve, CFOs must commit to ongoing process improvements.

Read and Learn: Smart Cost-Allocation Strategies

Find the balance between cost allocation and time spent on cost-capture.

Read and Learn: Vendor or Business Partner?

How can you increase your firm efficiencies? Start working with a vendor that is a true business partner.

Read and Learn: Find Time to Lead Strategically

How can you become the strategic leader your firm needs?

Read and Learn: Banking Infographic

Learn about growth and business needs in this banking industry survey

Deliver Your Brand

Customized UPS Express Envelopes

See how we help create positive impressions with your express shipments.

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