At this session, we will be discussing the importance of gaining control of your mailing fleet and how managed services can help optimize savings and efficiency in your organization. Here are the topics that will be explored: 1. Challenges – The challenges organizations with large mailing fleets face 2. Analysis and Visibility - How we conduct a thorough analysis of all mailing spend across your enterprise that will assist in providing reporting for IRS/FASB requirements 3. Equipment Savings Process – What we do to reduce mailing equipment costs by 60% without compromising vendor quality or service  4. Eliminating Vendor Fees/Overcharges - Steps to finding mailing vendor fees and overcharges  5. Lost Postage Recovery - Tracking down lost postage for closed locations, mergers and dormant accounts 6. Enterprise PC Postage – Deployment and management Insight – How we provide specific recommendations for savings 7. Insight - How we provide a thorough consultation with specific recommendations for savings that will impact your organization 8. Best-in-Class Tools - Using the most innovative tools, resources available along with on-going maintenance and support Industry Experts – How We Can Help - With over 230 combined years of experience, our team can provide insight and help simplify this complex category

1. Name (18pt)
Top 9 Benefits of Using Managed Services to Save on
Mail Costs

2. Background and Experience
Speaker: Adam Lewenberg
• President of Postal Advocate Inc.
– The only mail audit and recovery firm in the US and Canada
– Manage a portfolio of 121,000 pieces of mailing equipment for the largest
US companies.
– Speak and teach nationally on mail savings and industry trends.
• Former Industry Co Chair- Boston Postal Customer Council and Mail Systems
Management Association. CMDSS and MDC Certifications.
• Featured Writer for Mailing Systems Technology Magazine.
• Worked for one of the largest mailing vendors for over 17 years
– Director of national sales for presort, tabletop inserters, addressing
hardware/software and green offerings.
– Was one of the top 5 account managers nationally working with some of
the nations top accounts.
November 8, 2018 2

3. Topics That Will Be Explored:
1. Challenges – The challenges organizations with large mailing fleets face
2. Analysis and Visibility - How gaining a thorough understanding of this
complex category will assist in providing reporting for IRS/FASB
requirements
3. Equipment Savings Process – The process to reduce mailing equipment
costs without compromising vendor quality or service
4. Eliminating Vendor Fees/Overcharges - Steps to finding mailing vendor
fees and overcharges
5. Lost Postage Recovery - Tracking down lost postage for closed locations,
mergers and dormant accounts
6. Enterprise PC Postage – Deployment and management
7. Insight – How we provide specific recommendations for savings
8. Best-in-Class Tools - Using the most innovative tools, resources available
9. Industry Experts – How We Can Help
November 8, 2018 3

4. 4
Challenges of Managing Fleet Mailing Assets
Areas for improvement
Multiple
postage
accounts to
fund and
maintain
Difficult to
assess needs
or
requirements
No
centralized
oversight
No control of
rogue spend
Resources or
Time to
Execute
No published
pricing for
comparison
Poor Visibility
Inconsistent
prices for
similar
equipment
Unclear
invoices
Connecting
Devices to
the Network

5. Mailing Spend Visibility
• Most organizations lack complete information on their mailing spends including:
– Equipment Inventory – Model, Serial Number, Description, Install Dates
– Lease Details – Contract Number, Term, Amount, Items Covered and End of Lease Dates
– Postage Spends – How much postage does each site use and what are the balances sitting in prepaid and
advance accounts.
– Other Mailing Costs – Meter Rental, Maintenance, Rate Change, Supplies.
– Avoidable Fees – Late Fees, Finance Charges, Equipment Insurance, Loyalty Programs, Transaction
Frees, Reset and Advance Fees
• Lack of detail leads to significant overspending. Our average savings is 60%
because we are managing this detail
• Most organizations are spending thousands in fees and overcharges unknowingly.
• Lack of controls lead to lost postage.
• The Financial Accounting Standards Board (FASB) has established new lease rules
(ASC 842) that require companies to record operating leases on the balance sheet as
a liability vs. only declaring the expense on the income statement.
– Must include the full future discounted value of the remaining lease obligations.
– Public companies – Starts 12/15/18
– Non Public companies – Starts 12/15/19
– Will require that you have full visibility to all leases
November 8, 2018 5

6. November 8, 2018 6
STEP
1
RAW DATA
Provide any current mailing vendor reports and or an export from your
accounts payable system of the transactions paid to the main mailing
vendors (We will provide the list of vendor names).
STEP
2
STEP
3
RESEARCH
Postal Advocate will work with your vendors, enter data
into vendor websites, collect postage volumes and fill in
all needed information.
ANALYSIS
Full analysis of equipment savings, fees,
overcharges and lost postage. This includes
details on the current portfolio, leases and
equipment utilization.
STEP
4
CONSOLIDATION
We will create a detailed equipment inventory, add
end of lease dates, postage volumes, lease spend,
fees, and spend ratios to provide complete visibility.
SAVINGS SUMMARY
Quantify the current and future savings.
This process has created an average of 60%
cost reductions for our clients. Ongoing
visibility through our enterpriseAdvocate™
web platform.
VISIBILITY
STEPS TO VISIBILITY

7. Challenges With Mailing Equipment Purchasing
1. Huge price variances for similar models at different sites across
your fleet
November 8, 2018 7
Example:
Model Pricing Variance
Model Quantity Low High Average
High/Low
Ratio Total Expense
Total if all
at Low Rate
Model A 9 $348 $701 $459 2.0 $4,133 $3,132
Model B 36 $345 $1,573 $801 4.6 $28,839 $12,420
Model C 26 $427 $2,063 $1,296 4.8 $33,703 $11,102
Model D 13 $1,427 $2,760 $2,019 1.9 $26,250 $18,551
Model E 26 $1,524 $4,467 $2,666 2.9 $69,325 $39,624
Model F 5 $3,251 $6,276 $5,352 1.9 $26,764 $16,255
Model G 5 $7,848 $9,931 $8,931 1.3 $44,655 $39,240
Total 120 $233,669 $140,324
Potential Savings $93,345

8. November 8, 2018 8
2. Expired or non existent Master Service Agreement
3. Lack of visibility to postage spends and usage levels.
Companies buying the wrong levels of equipment. In many cases
spending more on equipment than postage/usage.
Spend Ratios
Postage Range # of Sites
Equipment
Spend
Postage
Spend Spend Ratio
>$12,000 per year 2 $26,600 $63,500 0.42
$1200-12,000 per year 64 $189,054 $155,441 1.22
<$1,200 per year 76 $120,291 $41,890 2.87
Challenges With Mailing Equipment Purchasing
Main Cause – Reliance on mailing vendor to work with the locations to define
requirements combined with declining mail volumes.

9. November 8, 2018 9
Challenges With Mailing Equipment Purchasing
4. Vendor inventory reporting is infrequent, unavailable and
confusing
5. Lease portfolios with varying end dates often going into
evergreen statuses.
Lease Renewal Schedule
Year Quantity Value
Proposed
Value Savings % Savings
2018 and Prior 43 $83,740 $25,320 $58,420 70%
2019 21 $41,468 $16,040 $25,428 61%
2020 37 $90,579 $32,286 $58,293 64%
2021 23 $63,909 $28,880 $35,029 55%
2022 2 $2,946 $780 $2,166 74%
2023 1 $1,268 $240 $1,028 81%
Total 127 $283,910 $103,546 $180,364 64%

10. Mailing Fleet Asset Management Process
November 8, 2018 10
Request/Build equipment inventory and
costs.
Match equipment to postage spends.
1
2

11. November 8, 2018 11
Customer Validation Email
Reach out to locations to validate
questionable charges.
Work with vendors - Eliminating unneeded
units and fees.
3
4
5
Document all cancellations, savings and
notes.
Personalized location asset validation:

12. Equipment Savings Process
November 8, 2018 12
Customized Renewal Email
Implement renewals, terminations and new equipment needs.
Analyze current pricing and terms.
Set standardized equipment rates and updated MSA’s.
Document all new equipment, savings and notes.
Work with locations to define needs and show options.
1
2
3
4
5
Postal Advocate Equipment Savings Stats
Equipment Savings
# of
Transactions Total Savings % of Savings
Equip Savings: New 452 926,008$
Equip Savings: Renewal 4879 27,998,030$
Equip Savings: Terminate 3012 2,971,917$
Other 2 2,225,044$
Total 8345 34,120,999$ 60%

13. Renewal Process
November 8, 2018 13
Step 1
Work with location
to define
requirements
Step 2
Request
agreements from
vendors, review
and submit to
client for approval
Step 3
Notify location of
equipment
changes and next
steps
Step 4
Follow up with
each location to
make sure
changes occurred

14. Eliminate Mailing Vendor Avoidable Fees
November 8, 2018 14
Monitor future invoices to validate they do not return.
Create online accounts on the vendors websites.
Link every location, account, meter and postage refill.
Document all savings and notes.
Identify avoidable fees and develop plans for their removal.
✓
✓
✓
✓
✓
1
2
3
4
5
While simplifying the billing and payable process
Postage
Refill Fees - Rentals $0-20 each
Postage Advance Fees Included or up to 1% of the Advance
Postage Advance Late Fees 0-15% of the Advance
Postage Advance Finance Charges 15% or higher APR
Overlimit Credit Charge Varies by Vendor
Annual Fee Rewards Program Varies by Vendor
Lease
Late Fees Varies by Vendor and Lease Value
Insurance - Leases Only
Varies by Vendor and Lease Value -
Automatic enrollment unless proof
insurance is provided.
Mailing System Fees
Postal Advocate Avoidable Fees
Savings Stats
Fee Savings
# of
Transactions TotalSavings
Fee Savings: Late/FinCharges 121 124,455$
Fee Savings: Loyalty Prog 644 49,176$
Fee Savings: Remove Insurance 1112 175,435$
Other
Total 1877 349,066$

15. Eliminate Mailing Vendor Overcharges
November 8, 2018 15
Continue to monitor future bills looking for overcharges.
Document all savings and notes.
Identify transactions being overcharged.
Format requests for refunds/credits.
Validate refunds have been received.
✓
✓
✓
✓
✓
1
2
3
4
5
We look at every invoice to make sure you are paying the correct rates.
Typical Vendor Overcharges
Invoices notgiving national accountdiscounts.
Meter,maintenanceand ratechangecharges when included on a lease.
Bills for equipmentfromclosed sites.
Resetand advancepostagefees thatshould beincluded.
Loyalty points thatgo undredeemed or cashed in for personal use.
Postal Advocate Credit/Overcharges
Savings Stats
Vendor Credits
# of
Transactions Total Savings
Vendor Credit: Equipment 3257 9,566,921$

16. Recover Lost Postage from Dormant Accounts
November 8, 2018 16
Validate that funds have been received back.
Document all savings and notes.
Create online visibility to every postage account and refill.
Format vendor requests to validate funds.
Fill in refund request forms.
✓
✓
✓
✓
✓
1
2
3
4
5
We track down postage from terminated or forgotten meter accounts.
We have found over $5,250,000 in
the last 24 months mostly residing
with the mailing vendors.
The majority of funds we
find are still with the
mailing vendors.
Postal Advocate Lost
Postage/Recovery Stats

17. Enterprise PC Postage Management
6 Key Areas of Deployment
Management
1. Onboarding
2. Billing
3. Reporting and Visibility
4. Postage Management
5. Accessibility
6. Ongoing Management
November 8, 2018 17
Reasons to consider PC Postage
• Fastest growth segment of the mailing industry
• Simple postage distribution across the enterprise
• Lower cost than postage meters.
• Better visibility to every piece of mail at every location. (Accounting and
eliminating theft)
• Easy to deploy
• Does not have to connect to the network and can be managed in the cloud.
• Additional postage discounts on Priority Mail and parcels. Included with
some postage meters for these discounts.
Mail Type Stamps Postage Meter PC Postage Savings % Savings
1 Ounce Letter $0.55 $0.50 $0.50 $0.05 9%
1 Ounce Certified Mail with Return Reciept $6.85 $5.60-6.80 $5.60 $1.25 18%
5 Ounce First Class Parcel $4.39-4.81 $4.39-4.81 $3.18-3.63 $1.18-1.21 25-28%
10 Ounce First Class Parcel $5.19-5.66 $5.19-5.66 $3.82-4.33 $1.33-1.37 23-27%
15 Ounce First Class Parcel $7.35-12.20 $7.35-12.20 $4.94-5.53 $2.41-6.67 33-55%
Priority Mail 1LB $7.35-12.20 $7.35-12.20 $6.95-9.91 $.80-2.29 4-19%
Priority Mail 5LB $9.80-34.80 $9.80-34.80 $7.81-28.84 $1.99-5.96 17-25%
Priority Mail 10LB $13.10-59.90 $13.10-59.90 $9.38-50.38 $3.72-9.52 16-40%
Priority Mail Express $25.60-56.10 $25.60-56.10 $22.74-49 $2.86-7.10 11-13%
Prices lower than available through postage meters.
January 27, 2019 Proposed USPS Rates

18. enterpriseAdvocate™ – Multi Location System - Dashboard
November 8, 2018 18
The data above is for demonstrative purposes only. Data does not represent true spends and costs.

19. enterpriseAdvocate™ – Multi Location System - Dashboard
November 8, 2018 19
Highlights
• Simple access to all mail spends.
• Visibility to fees and savings.
• All account numbers are stored in one place.
• Simple to drill down to an individual location or invoice.
The data above is for demonstrative purposes only. Data does not represent true spends and costs.
Spend Ratio
What are we
spending on the
equipment
compared to the
postage used.

20. enterpriseAdvocate™ – Location View
November 8, 2018 20

21. Benefits of a Managed Service Provider
Time Savings – Handle time consuming and repetitive
administrative work
Insight and Visibility – Provide a thorough spend analysis
while you still maintain control and responsibility
Expertise – Knowledge and experience in the specific
category that will allow for greater accuracy and detail
Best-in-Class Tools – Complete visibility to spend using the
most innovative tools, resources available and ongoing
support
Allows you to focus on bottom line growth and profit
November 8, 2018 21

22. Postal Advocate - No Risk Savings Model
We will do a detailed no cost or obligation
analysis outlining savings potential
• Fees – 40% of any documented savings
(10% for State Unclaimed Funds)
– Only when the savings has been
implemented or funds recovered.
– Detailed savings statements and
invoices documenting each
transaction.
– Online visibility to all savings and
fees.
– No cost web based enterprise asset
management system.
November 8, 2018 22

23. No Cost or Obligation Mail Audit
• Completed in 2-3 weeks
• Outlines spend and specific savings opportunities
• Minimal customer involvement
November 8, 2018 23
Savings Summary Locations Meter Rentals
Maintenance
Agreements
On Call
Maintenance Lease Total Postage Spend Ratio
0.00
Item Current 2015 2016 2017 Savings
Combined
Savings
Equipment Costs
Avoidable Fees
(Late Fees, Finance Charges, Equip Insurance, Loyalty Plans)
Contract Violations
(Supply, maintenance, meter discounts, overcharges)
Lost Postage Funds (Meter Accounts)
Lost USPS Permit Funds
Total $0 $0 $0 $0 $0 $0

24. What we need for the mail analysis:
1. Letter of Authority – Giving us the
approval to research your mailing
spends.
2. Any mail equipment reports you
may have – Current or Historical.
3. Accounts Payable Export of Mailing
Vendor Transactions – Postal
Advocate will provide a listing of
vendor names.
4. Providing PDF copies of specific
invoices requested from the
Accounts Payable Export – We will
try to limit this.
5. Meet with us to review the results
November 8, 2018 24

25. November 8, 2018 25
POSTAL ADVOCATE
ENTERPRISE ASSET MANAGEMENT AUDIT PROCESS

26. If you want help from the experts
• We work for you and have no vendor affiliations.
• We are averaging 60% (Range 37-92%) equipment savings for the
largest companies in the US/Canada. This totals over $43.5 million
since 2013.
• We helped our clients save and recover millions in fees, overcharges
and lost postage.
• We have over 230 years of industry experience on our team and know
every way to save money around this spend.
• We manage your inventory and bills while giving you a complete web
based dashboard.
• We don’t charge for our services and only share in a small piece of any
documented savings or recovery.
November 8, 2018 26

27. Summary
✓ Visibility: We will provide you a web dashboard to all mail spends, applications and
pricing.
✓ Savings: We will be monitoring your account looking for savings in equipment and fees.
✓ Recovery: We will find and recover any lost funds or overpayments from
dormant/orphaned accounts.
✓ Simplicity: We will make mail related spends easy to manage.
✓ Support: We represent the best in the industry and will act as your advocate on all mail
related questions.
✓ Risk Free: You only pay us when we can document specific savings.
November 8, 2018 27

28. Upcoming Webinars
January 2019 USPS® Rate Change – What You Need To
Know
Dates: Wednesday Dec 12, 2018
Wednesday Jan 16, 2018
Wednesday Jan 23, 2018
Time: 11:00 AM EST
Go to www.postaladvocate.com to register
November 8, 2018 28

29. Helping multi-location
organizations streamline
their mailing costs
Over 121,000 pieces of
equipment, managed
by Postal Advocate
Recovered over
$15,000,000
in lost postage, vendor
overcharges and fees
ENTERPRISE-WIDEMAILAUDITANDRECOVERY
OVER $43,500,000 IN CLIENT SAVINGS
$1.3M
60%
Average Client
Savings
Average Equipment
Savings
HOW WE DO IT
• 230+ years of industry experience
• Comprehensive web-based tool
providing visibility of all mail
and equipment spend
• Time Savings - Assistance
in fleet management
visit www.postaladvocate.com or call (888)977-MAIL(6245)

30. Contact info: (20pt)
November 8, 2018 30
Questions?