Adam Lewenberg, president of Postal Advocate Inc., presents a comprehensive overview of managed mailing services, highlighting their potential for time savings, expertise, and best-in-class tools to enhance visibility and control over mailing expenses. The document addresses common challenges in managing mailing assets, including cost variances, lack of agreements, and vendor reporting issues, while showcasing the company's successful recovery of over $17 million in client savings through strategic fleet management and invoice monitoring. Postal Advocate offers a risk-free savings analysis to identify opportunities for efficiency and cost reduction in mailing operations.

1. Name (18pt)
Speaker: Adam Lewenberg
October 21, 2015

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 58,000 pieces of mailing equipment for the largest
US companies.
– Speak and teach nationally on mail savings and industry trends.
• Vice 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.
October 21, 2015 2

3. 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
October 21, 2015 3

4. October 21, 2015 4
Challenges of Managing Fleet Mailing Assets
MAILINGSPEND–LOW
PRIORITY
LACKOF
UNDERSTSANDING
OFMAILCATEGORY
NOCENTRALIZED
OVERSIGHT
NOCONTROLOF
ROGUESPEND
DIFFICULTTO
ASSESSNEEDSOR
REQUIREMENTS
NOPUBLISHED
PRICINGFOR
COMPARISON
INCONSISTENT
PRICESFORSIMILAR
EQUIPMENT
POORVISIBILITY
CONFUSING
INVOICES
MULTIPLEPOSTAGE
ACCOUNTSTOFUND
ANDMAINTAIN
VENDORHASTHE
ADVANTAGEIN
NEGOTIATIONS
All this provides for HUGE SAVINGS OPPORTUNITIES!

5. Helping multi-location
organizations streamline
their mailing costs
58,000 pieces of
equipment, managed
by Postal Advocate
Recovered over
$2,000,000
in lost postage, vendor
overcharges and fees
ENTERPRISE-WIDEMAILAUDITANDRECOVERY
OVER $17,000,000 IN CLIENT SAVINGS
$559K
54%
Average Client
Savings
Average Equipment
Savings
HOW WE DO IT
• 200 + 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)

6. Challenges With Mailing Equipment Purchasing
1. Huge price variances for similar models at different sites across
your fleet
October 21, 2015 6
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

7. October 21, 2015 7
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

8. October 21, 2015 8
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 Dates
Lease Expiration Year # of Sites Value
2013 or Before 19 $28,404
2014 9 $12,198
2015 34 $62,193
2016 26 $54,455
2017 19 $30,795
2018-20 22 $35,691
Total 129 $223,736
68% of your leases
are coming up
over the next
year.

9. Mailing Fleet Asset Management Process
October 21, 2015 9
Request/Build equipment inventory and
costs.
Match equipment to postage spends.
1
2

10. October 21, 2015 10
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 site asset validation:

11. Equipment Savings Process
October 21, 2015 11
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
Savings Type # of Transactions Total Savings % of Savings
EquipSavings:New 145 449,364.00$
EquipSavings:Renewal 1679 12,304,752.00$
EquipSavings:Terminate 619 1,230,697.00$
Total 2443 13,984,813.00$ 54%

12. Eliminate Mailing Vendor Avoidable Fees
October 21, 2015 12
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 $0-20 each
Postage Advance Fees Included or up to 1% of the Advance
Postage Advance Late Fees 0-15% of the Advance
Postage Advance Finance Charges 15% or higher APR
Overlimit Credit Charge Varies by Vendor
Annual Fee Rewards Program Varies by Vendor
Lease
Late Fees Varies by Vendor and Lease Value
Insurance - Leases Only
Varies by Vendor and Lease Value -
Automatic enrollment unless proof
insurance is provided.
Mailing System Fees
Postal Advocate Avoidable Fees
Savings Stats
Savings Type # of Transactions Total Savings
FeeSavings:Late/FinCharges 75 86,867.00$
FeeSavings:LoyaltyProg 271 20,630.00$
FeeSavings:RemoveInsurance 883 191,672.00$
Other 11 90,884.00$
Total 1240 390,053.00$

13. Eliminate Mailing Vendor Overcharges
October 21, 2015 13
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
SavingsType #ofTransactions TotalSavings
VendorCredit:Equipment 296 633,858.00$

14. Recover Lost Postage from Dormant Accounts
October 21, 2015 14
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 $2,000,000 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

15. enterprise Advocate – Enterprise Asset Management System -
Dashboard
October 21, 2015 15
Highlights
• Easy 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.
Spend Ratio
Site equipment
cost compared to
the postage usage
*The data above is for demonstrative purposes only. Data does not represent true spends and costs.

16. enterprise Advocate - Dashboard
October 21, 2015 16
*The data above is for demonstrative purposes only. Data does not represent true spends and costs.

17. enterprise Advocate - Dashboard
October 21, 2015 17
Highlights
• Complete visibility to all
mailing spends by
location.
• Detail for multiple
vendors.
• All account numbers are
stored in one simple to
access place.
*The data above is for demonstrative purposes only. Data does not represent true spends and costs.

18. 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.
October 21, 2015 18

19. No Cost or Obligation Mail Audit
• Completed in 2-3 weeks
• Outlines spend and specific savings opportunities
• Minimal customer involvement
October 21, 2015 19
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

20. October 21, 2015 20
RISK-FREE NO
COST SAVINGS
ANALYSIS
3 STEPS
COLLECT
11 STEPS
ANALYSIS
23 STEPS
CREATE PLAN
4 STEPS
IDENTIFY LOST
POSTAGE
8 STEPS
CREATE
VISIBILITY
4 STEPS
DEFINING SAVINGS
IMPLEMENTATION
STEPS
7 STEPS
DEFINE
ONGOING EAM
STEPS
14 STEPS
CLIENT
POSTAL ADVOCATE
74-POINT ENTERPRISE ASSET MANAGEMENT AUDIT PROCESS

21. 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.
October 21, 2015 21

22. Contact info: (20pt)
October 21, 2015 22
Questions?