Name (18pt)Title (14pt)

Mail Savings Opportunities

Adam LewenbergPresident

How Postal Advocate Inc. can help reduce mailing costs

Mail Savings• Equipment - Up to 70% savings (Without changing suppliers)• Avoidable Fees – Streamline billing and eliminate thousands in fees.• Vendor Overcharges – To make sure you are getting the discounts you deserve• Postage Recovery - From orphaned postage accounts and closed locations.

Visibility and Oversight - By the Most Experienced Firm in the Industry.• Over 200 Years of Mail Equipment Experience - With the largest vendors and customers.• Hand Selected Team - The best account managers, procurement directors, billing analysts

and systems creators working on your behalf.• The Only Web Based Tools Available - To make managing spend easy.

Process Simplification – Minimal change or involvement required

Risk Free – Only share in a small percentage of any documented savings.

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Postal Advocate Update• Established August 2011 but worked solely on a Pitney Bowes project

through the end of the year.• January 2013 – 10 Clients• January 2014 – 23 Clients• October 2014 – 35 Clients including Novitex (Formerly Pitney Bowes

Management Services)

Savings Statistics• Since 2013, over $14,000,000 in savings• Over 44,000 pieces of mailing equipment managed by Postal Advocate• Average equipment savings 52%• Lost Postage Recovered – Over $2,000,000• Avoidable Fees and Overcharges – Over $550,000

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Enterprise Wide Equipment Savings

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We have helped our clients reduce mailing equipment costs on average 52% so far in 2015

Success Stories• $4,693,804 (70%) – Pharmaceutical

Client/Healthcare Industry• $900,764 (42%) for Uniform Provider

Equipment Savings Process

1. Analyze current pricing2. Help set standardized equipment rates.3. Go site to site and define requirements and

show options available.4. Implement renewals/terminations5. Document new equipment, savings and

notes.

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Hi Joann, ACME Inc, has hired our company Postal Advocate Inc. to manage all of the mailing equipment for the locations throughout the United States. Our corporate contact is John Smith if you have any questions regarding the program. We have negotiated a national pricing agreement and we were hoping that you could look at some of your options.

Location Information

Location ACME 4600 E WASHINGTON AVE S PHOENIX, AZ 85034

Reason to Review Current Lease is Expiring

Current Equipment Model: XXXXX Installation Date: 2009-01-01

Lease Information Lease Number: XXXXXX-XXX End of Lease date: 2013-08-20

Current Mailing Expense (monthly) Monthly Equipment Cost: $XXXX Monthly Postage: $112.64

Your Future Needs

1. Do you need an automatic feeder or can the envelopes be fed one at a time at speeds of 20-30/min? 2. Do you need the machine to seal the envelopes? 3. Do you need to track postage by departments? 4. Do you weigh anything heavier than 2Lb’s or over $7? 5. Do you do more than 10 meter tapes a day for oversized items? 6. Are there any issues or questions with the current equipment?

Your Equipment Options

Current Equipment

Option 1

Option 2

Option 3

Investment $XXXX $XX per month - Includes 2LB Scale 12 Month Rental

$XXX per month Includes 10LB Scale 48 Month Lease

$XXX per month - 70 Let per minute $XXX per month - 95 Let per

Customized Renewal Email

Eliminate Mailing Vendor Avoidable Fees

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Monitor future invoices to validate they do not return.

Create online accounts on the vendor’s websites.

Link every location, account, meter and postage refill.

Document all savings and notes.

Identify avoidable fees and develop plans for their removal.

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Simplify the billing and payables process

Top 3 Success Stories • $73,344 - Healthcare Industry• $48,105 – Food Industry• $22,992 – Telecommunications Industry

PostageRefil l 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

LeaseLate 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

Eliminate Mailing Vendor Overcharges

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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.

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We look at every invoice to make sure you are paying the correct rates.

Success Stories• $170,596 for Pharmacy Service Provider• $78,765 for Insurance Provider• $66,746 for Pharmaceutical Provider

Typical Vendor OverchargesInvoices not giving national account discounts.Meter, maintenance and rate change charges when included on a lease.Bil ls for equipment from closed sites.Reset and advance postage fees that should be included.Loyalty points that go undredeemed or cashed in for personal use.

Recover Lost Postage from Dormant Accounts

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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.

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We track down postage from terminated or forgotten meter accounts.

Typical Reasons for Lost PostageClosed/merged/aquired sites.Terminated equipment or vendor changes.Inactive equipment with large balances.Sites using advance vs. prepaid accounts with forgotten idle funds.Lost/Stolen and non inventoried equipment.

We have found over $1,900,000 in the last 12 months all residing with the mailing vendors.

enterpriseAdvocate – Multi-Location System - Dashboard

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Highlights• Easy web 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 What are we

spending on the equipment

compared to the postage used.

The data above is for demonstrative purposes only. Data does not represent true spends and costs.

Enterprise Advocate – Multi Location System - Dashboard

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The data above is for demonstrative purposes only. Data does not represent true spends and costs.

Enterprise Advocate – Multi Location System - Dashboard

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Highlights• Complete visibility to all

mailing spends by location.

• Consolidated 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.

Postal Advocate No Risk Savings Model

We will do a detailed no cost or obligation analysis outlining savings potential.

• Fees – 35% 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 charge access to web based inventory management system.

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Free No Obligation Mail Analysis• Completed in 2-3 weeks• Outlines spend and specific savings opportunities• Minimal customer involvement

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Savings Summary Locations Meter RentalsMaintenance Agreements

On Call Maintenance Lease Total Postage Spend Ratio

0.00

Item Current 2015 2016 2017 SavingsCombined 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

Summary

Visibility: We will provide you a web based dashboard to all your mail spends, applications and pricing.

Savings: We will continue to monitor 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.

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Helping multi-locationorganizations streamline

their mailing costs

44,000 pieces ofequipment, managed

by Postal Advocate

Recovered over$2,000,000

in lost postage, vendorovercharges and fees

ENTERPRISE-WIDE MAIL AUDIT AND RECOVERY

OVER $14,000,000 IN CLIENT SAVINGS

$500K52%

Average ClientSavings

Average EquipmentSavings

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)

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