Everyone has a place
Agents, staff, vendors, and co-op viewers get access suited to their part of the process.
YOUR MAILER ORDER WORKSPACEMailers moving.
Mailers moving.
Everyone in sync.
Bring your agents, lead vendors, artwork, and costs together—from the first address pull to the finished mailing.
Counts to approvals Clear cost tracking Built for mobile
ORDER OVERVIEWExample order
2027 AEP CAMPAIGN
ApprovedCommunity outreach mailer
Taylor Morgan · Texas
Approved counts2,351 households
CountyHouseholds
Edwards, TX45
Val Verde, TX2,306
Estimated mailing$1,528.15
Optional food$225.00
Combined estimate$1,753.15
NEXT ACTION · STAFFPlace the approved mailer order
Illustrative order and pricing. Your team sets its mailing rate.
ONE ORDER. EVERY DETAIL.
Request → Design → Review → Approve → Produce → Complete
BUILT AROUND THE WAY YOUR TEAM WORKSLess chasing updates.
Less chasing updates.
More getting mailers out the door.
A shared place to see what was requested, what was approved, who needs to act, and what it will cost.
The next step stays clear
Counts, proof reviews, conversations, deadlines, and invoice balances stay attached to the order.
Costs stay in view
Compare mailing and food estimates with invoices, payments, and the INS/agent contribution.
EXPLORE THE FEATURESOne workspace.
One workspace.
Every part of your mailing.
Choose a part of the workflow to see what your team can do.
37 features
Choose the right areas
Request pulls by state, county, city, or ZIP code. Use an address and radius when a mailing needs to surround a specific location.
Set your audience
Specify age ranges, the age reference date, income ranges and income basis, with exclusions and duplicate-handling instructions.
An order for every agent
Keep the agent, assigned vendor, requested quantity, mailer format, postage, deadline, and mailing instructions together.
Reuse your best setup
Duplicate an order or save targeting presets to simplify the next mailing. Keep useful mailing defaults for future requests.
Plan meetings and deadlines
Track mailing deadlines and meeting dates on a calendar. Assign tasks, owners, and due dates, and export calendar events.
Make the work easier to scan
Search and sort mailer orders, compare requested, vendor, and approved counts, and see what needs attention next.
Paste counts from Excel
Vendors can paste a spreadsheet-style table or upload their counts. Preserve the area breakdown for staff to review on the order.
Select quantities to purchase
Choose quantities from reviewed area counts, or use Select all. Review the total and estimate before approving the selection.
Review with your vendor
Request revised counts, discuss the differences, and keep the decision with the order instead of in a separate email thread.
Check address lists
Review duplicate and overlapping addresses and compare against the do-not-mail list. Export the selected address list for your workflow.
Keep approvals specific
Approve the final artwork and quantities. Quote and budget checks help staff review the cost before an order moves into production.
Follow every stage
Move orders through Requested, In design, Reviewed, Approved, Ordered, Out for production, and Completed, with order history.
Keep original documents
Attach PDFs, design documents, spreadsheets, images, and supported archives to an order. Files keep their original format.
Build an agent library
Store reusable agent photos, logos, artwork, and contact information, then attach copies to the agent’s next mailer order.
Review proofs in one place
Preview supported PDFs and images, compare proofs, add page comments, and identify the current proof and approved artwork.
Clearer uploads and file labels
See upload progress, thumbnails, file categories, and document descriptions. Forms retain entered information when a save fails.
Correct the wrong upload
Delete eligible files and artwork, with a recycle bin for recovery. Approved artwork and invoice records have additional protections.
Prepare a production packet
After approval, assemble artwork, approved area quantities, mailing instructions, and production details into a package for the vendor.
Estimate mailing and food
Set the shared per-piece mailing rate in Settings. Approved counts determine mailing cost, with optional food entered separately for each order.
Choose who pays
Set INS Marketing to pay 100%, divide the order by percentage, or set a fixed INS contribution with the agent paying the remainder.
View and track invoices
Vendors upload invoices to their orders. Preview supported invoice files, record payments, and see unpaid, partially paid, and paid balances.
Read invoice details faster
For text-based PDFs, review suggested invoice details and choose which fields to use. Staff confirms the information before saving.
Manage co-op allocations
Assign INS funding to an agent or campaign. Track paid, committed, and remaining funds, with administrator review for budget overruns.
Work backward from a budget
Enter the total budget, available counts, optional food, and payment split. Calculate how many pieces fit at the Settings mailing rate.
Keep the cost history clear
Record credits, refunds, payer assignments, and accounting exports. Separate estimated costs from actual invoices and payments.
Bring campaigns together
Group related orders under AEP, Turning 65, meeting series, or another campaign. Compare participating agents, deadlines, counts, and costs.
Connect mailings to responses
Create campaign response links and QR codes, record RSVPs and appointments, and review campaign results and response costs.
Record mailing confirmations
Save mailed quantities, mailing dates, arrival windows, tracking references, notes, and postal receipts supplied by the vendor.
Import postal tracking events
Import CSV or Excel events with column matching and preview, or receive an authorized vendor feed. Keep scans, logical events, assumed events, and vendor reports distinct.
Prepare Informed Delivery
Collect digital images, the response link, dates, Mailer ID, and serial range. Staff reviews the campaign before downloading its vendor kit.
Connect a vendor’s data
Use company-specific integration tokens for compatible tracking and campaign-response feeds. Check the latest postal feed receipts in System health.
Give each person the right access
Use administrator, staff, agent, vendor, and co-op accounts. Limit vendor capabilities to the work that company handles.
Keep conversations with the order
Share questions, files, and decisions with the assigned people. Staff can also leave internal notes that stay within the team.
See the next action
My work brings together reviews, unread conversations, due tasks, and invoices needing attention. Email preferences help each user choose their alerts.
Manage email delivery
Configure SMTP and branded notification templates, check the connection, and review, retry, or delete eligible queue and delivery-log entries.
Take the workspace with you
Use responsive order cards, touch-friendly controls, and mobile navigation. Add the workspace to a supported phone’s home screen for app-style access.
Check health and recovery
Review worker activity, SMTP status, backups, and feed receipts. Manage backup recovery, user access, device sessions, and supported application updates.
FROM FIRST REQUEST TO FINAL MAILING
A process everyone can follow.
Seven stages keep the order’s progress visible. Files, conversations, counts, and costs travel with it.
- 01
Requested
Set the agent, areas, audience, quantity, and deadline.
- 02
In design
Collect artwork, photos, counts, and vendor input.
- 03
Reviewed
Bring the order and its proof forward for a decision.
- 04
Approved
Staff confirms the final artwork and required approvals.
- 05
Ordered
Place the approved order with the assigned vendor.
- 06
Out for production
Track the vendor’s production and mailing updates.
- 07
Completed
Keep the finished order, records, and costs together.
Need a revision? Reopen the review so the next approval refers to the right file and quantities.
INSIDE AGENT SITES NOW MAILERS
Your team’s work, clearly organized.
Actual system screens with fictional example records. Select a view to take a closer look.
THE RIGHT VIEW FOR EACH PERSON
One team. Different responsibilities.
Staff & administrators
Run the order workflow, review counts and proofs, and manage costs. Administrators also control accounts, settings, allocations, and maintenance.
Agents
Request and follow their mailers, provide photos and documents, and keep feedback with the orders they can access.
Vendors
Return counts, share design files, upload invoices, and record production work. Vendor access can be limited by responsibility.
Co-op viewers
See Mailer Orders and mailing and food estimates through a restricted, read-only view.
AT YOUR DESK. ON THE GO.A workspace that
A workspace that
goes with your team.
Check a vendor’s update, review an order, or find a mailing deadline from your phone. The workspace adapts to smaller screens with order cards and mobile navigation.
- Touch-friendly menus and order sections
- Quick access from a supported phone’s home screen
- The same account and current order information
An internet connection is required to work with orders and files.
Open the workspaceGOOD TO KNOW
A few common questions.
Start with your existing account. Your team’s administrator manages access and configuration.
How do I get into the Mailers system?
Use any Log in button on this page. It opens the existing Mailers sign-in screen. If you are already signed in, your workspace opens directly. Ask your administrator for an account or password help.
Can the lead vendor use the same system?
Yes. Vendor users see orders assigned to their company and communicate on those orders. Their enabled capabilities determine whether they handle counts, design, billing, production, or the full workflow.
Can I use my own PDFs, artwork, and agent photos?
Yes. Attach supported documents and images to orders, or reuse photos and artwork from the agent library. PDFs and common image formats can be previewed; other accepted formats remain available to download. Upload limits are set by your administrator and hosting server.
How are mailing, food, and co-op costs handled?
The Settings mailing rate and approved quantity produce the mailing estimate. Optional order food costs are added to the combined estimate. Staff can set the INS/agent split and assign an INS allocation, while invoice payments track actual amounts.
Does postal tracking confirm household delivery?
A processing scan or estimated arrival window does not confirm delivery to a household. Postal services distinguishes physical scans, logical events, assumed events, and vendor reports. Your authorized vendor or provider must supply and map the data.
Does the system activate an Informed Delivery campaign?
It prepares and reviews the campaign materials and produces a vendor kit. Submission and activation take place through USPS or an authorized vendor. Staff can record the external submission confirmation on the order.
Will email and reminders run when nobody is signed in?
They can run through the scheduled worker after your host configures its recurring job and your administrator configures SMTP. System health shows worker activity and connection status so the team can check the setup.
Do I need to download a mobile app?
The workspace runs in your browser and supports home-screen access on compatible phones. Log into the workspace and use its Add to home screen guidance. You do not need an app-store download.
YOUR NEXT MAILER STARTS HERE
Log in to Mailers Bring the whole order together.
Counts, artwork, people, and costs—in one shared workspace.