InfoSend

What InfoSend does

InfoSend is a privately held California-incorporated business process outsourcing company founded in 1996, headquartered in Anaheim, California. It provides outsourced document production, print-and-mail services, and electronic bill presentment and payment (EBPP) for organizations that originate high volumes of customer communications. Its customer base spans local government agencies, hospitals and medical billing firms, municipal and cooperative utilities, insurance providers, and financial services companies across the United States. The company operates four production facilities totaling approximately 183,000 sq. ft. in Anaheim (CA), Fort Worth (TX), Downers Grove (IL), and Fort Myers (FL), with capacity exceeding 10 million printed images per day across three full-size inkjet presses.

The company's core technology is a SaaS-based data processing platform that ingests client data files (flat files, XML, CSV, or PDF) via secure website, FTP, or SFTP and outputs them through multiple channels — print, web portal, email, and telephone (IVR). Proprietary capabilities include Express PDF Implementation (applying CASS address validation and presorting to client-provided PDFs, described as unique in the industry), a shared multi-channel output architecture, and a suite of client-facing tools for message management, job tracking, exception processing, and document archival. All payment-related products are PCI DSS Level 1 compliant, and the company maintains HIPAA, SOC 1 Type 2, and SOC 2 Type 2 certifications, each renewed annually via third-party audit. The product portfolio comprises Data Processing, BillPrint & Mail, AdPrint & Mail, Direct Communications, Online BillPay (flagship EBPP), QuickPay, Email eBilling, CSRPay, IVR, SMS Text-to-Pay, and optional add-ons including archiving, exception processing, NCOALink/ACS move updates, and insert management.

InfoSend generates revenue through a mix of per-document/per-job transaction fees on print and mail work and SaaS subscription pricing for its cloud-hosted eBusiness products, with usage-based pricing for optional archiving. Go-to-market is direct — enterprise field sales for large regulated accounts and inside sales through the website for mid-market prospects — supported by assigned account managers and 24/7/365 client services. The company is self-funded with no disclosed institutional investors, expanded its footprint in November 2019 by acquiring SouthWest Direct, Inc. (adding a Florida facility and retained staff), and positions itself as a vendor-neutral single integration point for print, mail, eBilling, and ePayment across regulated and high-volume verticals.

Name

InfoSend

Legal name

InfoSend, Inc.

Website

https://infosend.com

Company type

Private

Founded year

1996

Operating status

Operating

Headcount range

101–250 employees

Short description

InfoSend is a privately held BPO provider founded in 1996 that delivers print-and-mail services and electronic bill presentment/payment (EBPP) for government agencies, healthcare providers, utilities, insurers, and financial firms across four US production facilities via a unified SaaS data processing platform.

Ownership category

akta.pro rank

Product category

Business Process Outsourcing (Print, Mail, and Electronic Bill Presentment & Payment)

NAICS

Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (5182)

SIC

Services-Computer Processing & Data Preparation (7374), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Data Extraction & Structuring (Invoices, POs, Receipts, KYC) (BPAAAKAF)

Keywords

• Document print and mail
• Electronic bill presentment
• Business process outsourcing
• Payment processing services
• Billing statement processing

Headquarters

HQ city

Anaheim

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Infrastructure, Marketing or Sales

Revenue model

1. Print & Mail Services: Processing and mailing of billing statements, invoices, notices, marketing letters, postcards, and inserts. Revenue is generated per document or per job based on volume. Includes data processing, CASS address validation, presorting, printing, folding, inserting, and USPS delivery. Services can be bundled as a turnkey solution or used as standalone components.
2. eBusiness / Electronic Bill Presentment & Payment (EBPP): SaaS-based electronic billing and payment solutions including Online BillPay, QuickPay, Email eBilling, CSRPay, and IVR integration. Hosted in the cloud. Revenue likely derived from per-transaction fees, subscription fees, or setup fees. Minimum volume requirements apply for some products.
3. Optional Add-On Services: Additional revenue streams from optional services including archiving (Print Image Archive, FinalDoc CD, FinalDoc Transfer), exception processing, NCOA/ACS move update services, insert printing, and specialty envelope options.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

InfoSend is a business process outsourcing provider that processes and distributes high-volume billing statements, invoices, notices, and payment communications for regulated organizations across government, healthcare, utilities, insurance, and financial services. A single SaaS-based data processing platform ingests client data (flat files and PDFs) and produces output across print/mail, web, email, and telephone channels, combined with electronic bill presentment and payment (EBPP) solutions and optional compliance, archiving, and move-update services. The company operates four regional production facilities in the US, processing hundreds of millions of documents per year with over 10 million images of daily print capacity.

Product overview

InfoSend is a business process outsourcing company offering a unified platform for document print/mail and eBusiness products/services. The core Data Processing platform manages import and handling of client data files, outputting to multiple delivery channels (print, web, telephone, email). The product portfolio comprises: (1) Data Processing Service as the foundational platform; (2) Print & Mail services including BillPrint & Mail, AdPrint & Mail, and Direct Communications; (3) eBusiness products including Online BillPay (flagship EBPP solution), QuickPay, Email eBilling, CSRPay, IVR, and SMS Text-to-Pay; and (4) client-facing tools including the CSR Portal, Support Ticket Tool, Message Manager, and Job Tracking. Optional add-ons include archiving products (Print Image Archive, FinalDoc CD, FinalDoc Transfer), Exception Processing, Move Update services (NCOALink, ACS), and Insert Management. The SaaS architecture allows clients to use products as stand-alone offerings or as integrated customer communications solutions.

Differentiator

Problem solved

Functional benefit

Products and services

• Data Processing Service Cloud-based data processing of raw data and print files supporting flat files (CSV, XML) and PDF inputs. One platform creates output for both print and electronic channels, serving organizations that need to transform internal billing data into delivered customer communications.
• BillPrint & Mail Service Full-service billing document printing and mailing for statements, invoices, and notices, with dynamic bill design on blank paper, envelope manufacturing, and USPS presorting. Designed for high-volume recurring billing customers.
• AdPrint & Mail Service Direct mail services printing and mailing targeted marketing documents, postcards, variable data letters, and inline inserts with selective targeting capabilities for client marketing campaigns.
• Direct Communications One-time print runs including offline inserts, newsletters, flyers, and non-recurring documents such as rate change notices or important notices sent separately from regular bills.
• Online BillPay (EBPP) Full-featured biller-direct Electronic Bill Presentment and Payment (EBPP) solution, the flagship eBusiness product. Enables customers to self-enroll, view eBills, and make one-time or automatic payments via credit/debit card or ACH, with paperless billing and customer service portal capabilities.
• QuickPay Cost-effective payment portal allowing customers to make electronic one-time credit/debit card or ACH payments without enrollment, validating billing information from printed statements.
• Email eBilling Email-only product sending eBills to customers with styled HTML templates featuring banner images and PDF replicas of printed bills attached, without a customer portal.
• CSRPay Value-added offering enabling customer service representatives to take credit card or ACH payments over the phone or in-person via secure web portal with tokenized payment processing.
• Integrated Voice Response (IVR) Interactive Voice Response service for automating inbound balance inquiry and telephone payment calls, provided by InfoSend's preferred payment partners as an optional addition to Online BillPay or QuickPay.
• CSR Portal Client-facing access portal providing customer service representatives with tools to access account details, view transactions, edit customer information, and initiate payments on behalf of customers.
• Support Ticket Tool Online mechanism for clients to communicate with Client Services, submit inquiries at any time, and track implementation, testing, and maintenance requests with customizable categories.
• Print Image Archive Web-based document archiving product allowing customer service representatives to download electronic copies of mailed documents as indexed PDF files by customer name, account number, or custom fields.
• Exception Processing Service Service separating bills requiring special attention for individual approval, cancellation, or hold through a portal interface with search and reporting capabilities.
• NCOALink Service Move Update option using the NCOALink database to find updated addresses during data processing, with electronic reports of updated addresses after each batch mailed.
• Address Change Service (ACS) USPS-compliant move update option where USPS forwards incorrectly addressed mail and records actions in its database, with weekly electronic reports from InfoSend.
• SMS Text-to-Pay Text notification service allowing enrolled EBPP customers to receive alerts of new bills and reply to have payments drafted automatically via their registered payment method.

Quantifiable outcome

• Over 10 million images printed per day across all production devices
• +3 more outcomes

Named customers6 records

Segments6 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature11 records

Partnerships

Two partnerships are on record, tiered core and minor.

• SouthWest Direct, Inc. (SWD)coreStrategic or Co-development Partner · 1 November 2019InfoSend acquired the transactional mail assets and business operations of SouthWest Direct, Inc. (SWD) in November 2019. This included SWD's transactional clients (statements and invoices), name, equipment, and systems. The majority of SWD's staff was retained. SWD was a privately owned business communications firm based in Fort Myers, Florida, founded in 1988 by Anthony Correnti, Sr. The acquisition enabled InfoSend to expand operations to include a Florida production facility and represented a strong cultural fit as both were family-owned organizations.
• Sustainable Forestry Initiative (SFI)minorOthersInfoSend's standard double window #10 and single window #9 envelopes are produced using SFI-certified paper. The Sustainable Forestry Initiative ensures materials are sourced from sustainably managed forests. This partnership enables InfoSend to offer sustainably sourced envelope stock to clients.

Scale indicators5 records

Recent moves7 records

Expansion highlights5 records

Broad incumbents

• Fiserv: Major financial services technology provider that offers print and electronic output solutions, including bill payment services. Competes with InfoSend in serving financial institutions and large billers, but as part of a much broader fintech and payments portfolio.
• OpenText: Large enterprise content management and information management vendor with a CCM/output management portfolio. Overlaps with InfoSend in document processing and multi-channel delivery but operates at broader enterprise scale across many use cases.

Direct peers

• Doxim: Canadian-headquartered customer communications management (CCM) and electronic bill presentment/payment (EBPP) provider serving banks, credit unions, and utilities. Closely comparable to InfoSend in bill print-and-mail plus eBusiness, with similar vertical focus on regulated billers.
• Quadient: Public customer communications management vendor offering print/mail automation, accounts payable/receivable workflows, and electronic bill presentment. Operates in the same regulated-vertical billing and payments space as InfoSend, with overlapping healthcare and utility use cases.
• Harte Hanks: Direct marketing and customer communications services company offering print, mail, and digital communications to regulated and consumer-facing industries. Closely comparable to InfoSend in BPO print-and-mail with similar vertical exposure to financial services and healthcare.
• Smart Communications: Cloud-native customer communications management platform focused on regulated industries (insurance, financial services, healthcare). Competes with InfoSend in statement generation, regulatory-compliant document production, and multi-channel delivery.
• Taylor Communications: Business communications and document services provider offering printing, mailing, signage, and customer engagement solutions. Overlaps with InfoSend in transactional print-and-mail and document management for enterprise clients.

Emerging players

• Messagepoint: Customer communications management software vendor focused on content authoring, translation, and template management. Adjacent competitor in the regulated-vertical CCM space where InfoSend sells, with a more software-led (less services-led) model.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/infosend

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about InfoSend