Postal Advocate presents savings strategies you can use across your organization to save on shipping & mail spend across your enterprise. What will be covered: 1. Mail Equipment and Postage • How to gain visibility and drive savings on the cost of mailing equipment and metered postage run through your locations 2. Home and Small Office Mail • How to create a simplified process of distributing, printing and accounting for postage generated in small offices, remote staff or while travelling for business. 3. USPS® Permit Accounts • How to simplify the oversight, visibility and access to postage processed through direct USPS® accounts used for large mailing projects and Business Reply Mail. • How to find ways to reduce the costs on the accounts and the postage generated. 4. Outsourced Mail Services • How to gain centralized visibility to outsourced mailings and Presort service providers. • How to drive savings and optimize contracts. 5. Expedited Document and Parcel Shipping • How to implement the proper tools and oversight to allow your users to send overnights and parcels at the lowest costs with the fastest delivery times.

1. Top 5 Ways for Enterprise
Organizations to Save on Mail
Cost and Recover Lost
Postage

2. Speakers – Background and Experience
Adam Lewenberg
• President/CEO of Postal Advocate Inc.
• 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’ largest
customers.
Lynsie Murphy
• Account/Business Development Manager at Postal Advocate Inc.
• Over 6 years of account management and business development experience
and a proven track record of managing accounts and client satisfaction.
May 12, 2021 2

3. What We’ll Cover – The How To’s
May 12, 2021 3
Mail Equipment
and Postage
Gain visibility
and drive
savings on the
cost of mailing
equipment and
metered
postage run
through your
locations
Home and Small
Office Mail
Create a
simplified
process of
distributing,
printing and
accounting for
postage
generated in
small offices,
remote staff or
while travelling
for business.
USPS® Permit
Accounts
Simplify the
oversight, visibility
and access to
postage
processed through
direct USPS®
accounts used for
large mailing
projects and
Business Reply
Mail.
Find ways to
reduce the costs
on the accounts
and the postage
generated.
Outsourced
Mail Services
Gain
centralized
visibility to
outsourced
mailings and
Presort service
providers.
Drive savings
and optimize
contracts.
Expedited
Document and
Parcel Shipping
Implement the
proper tools
and oversight
to allow your
users to send
overnights and
parcels at the
lowest costs
with the fastest
delivery times.

4. Helping multi-location
organizations streamline
their mailing costs
Over 172,000 pieces of
equipment, managed
by Postal Advocate
Recovered over
$21,000,000
in lost postage, vendor
overcharges and fees
ENTERPRISE-WIDEMAILAUDITANDRECOVERY
OVER $65,000,000 IN CLIENT SAVINGS
$1.9M
59%
Average Client
Savings
Average Equipment
Savings
HOW WE DO IT
• 220+ 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. Sign Limited Agency
Agreement/Kick-Off Call.
Provide copies of vendor
invoices, AP export,
location list,
equipment inventory list.
Present savings opportunities
and get client approval.
Postal Advocate provides
ongoing support,
manages renewals, billing
and vendor compliance.
Provide enterprise visibility of
all spend, costs and
documented savings
through enterpriseAdvocate.
Provide client log-in.
1 2
3
4 5 6
HOW IT
WORKS
Work with current vendor to build population
report, contract terms/start/end dates,
postage volumes, costs.
Analyze spend, check for contract
compliance, billing errors, vendor
fees/overcharges, lost postage.
Identify savings opportunities.
Submit vendor credit requests,
lost postage forms and
eliminate avoidable fees.
Negotiate pricing. Create catalog.
Work with locations -
asset validation, rightsize, termination…
Full implementation of savings.
visit www.postaladvocate.com or call (888)977-MAIL(6245)
Conduct Analysis
NO COST – AUDIT PHASE CONTRACTED CLIENT

7. 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 59%
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) 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.
– Will require that you have full visibility to all leases
May 12, 2021 7

8. May 12, 2021 8
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 59%
cost reductions for our clients. Ongoing
visibility through our enterpriseAdvocate™
web platform.
VISIBILITY
STEPS TO VISIBILITY

9. enterpriseAdvocate™ – Multi Location System - Dashboard
May 12, 2021 9
The data above is for demonstrative purposes only. Data does not represent true spends and costs.

10. Equipment Savings Process
May 12, 2021 10
Customized Renewal Email
Postal Advocate Equipment Savings Stats
Implement renewals, terminations and new equipment needs.
Analyze current pricing and terms.
Set Standardized equipment rates and updated MSA’s.
Work with locations to define needs and show options.
1
2
3
4
5 Document all new equipment, savings and notes.

11. Account Management Process
May 12, 2021 11
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

12. Eliminate Mailing Vendor Avoidable Fees
May 12, 2021 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

13. Eliminate Mailing Vendor Overcharges
May 12, 2021 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

14. Recover Lost Postage from Dormant Accounts
May 12, 2021 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
almost $6,000,000 in
the last 24 months
mostly residing with
the mailing vendors.

15. Evolution of Shipping & Mailing
• Approximate dates
2021-05-12 15
Parcel
Manifest
–
Web
Based
Parcel
Register
PC
Postage
Parcel
Manifest
–
PC
Based
Parcel
Manifest
(Scale
Based)
Postage
Meter
Postage
Stamp
2011
1999
1990
1985
1920
1840
PC
Postage
-
Web
Based
2015 2017
PC
Postage/Parcel
Manifest
-
Web
Based
PC
Postage
-
Enterprise
2007
Web based
technology has
created the biggest
jump in adoption
and accessibility

16. Home and Small Office Mail
• PC Postage – Fastest growth segment of the mailing industry
• Inexpensive compared to postage meters and typical costs range from $10-30 per month.
• Cloud based and can be accessed from any device.
• Easy to deploy and use – Within 10-15 business days, you can receive your login credentials, a scale
and starter labels. There are simple online tutorials to get you started quickly.
• Visibility to all history and package tracking statuses.
• Some systems have multiple carrier options to process UPS®/FedEx®
• Significant postage savings –some newer postage meters may come with a PC Postage subscription to
get these rates. (Some newer mailing systems include PC Postage to get these discounts).
May 12, 2021 16
Mail Type Stamps Postage Meter PC Postage Savings % Savings
1 Ounce Letter $0.55 $0.51 $0.51 $0.04 7%
1 Ounce Certified Mail with Return Reciept $7.00 $5.84-6.94 $5.84 $1.16 17%
5 Ounce First Class Parcel $4.80-5.20 4.80-5.20 $3.46-3.85 $1.34-1.35 26-28%
10 Ounce First Class Parcel $5.50-5.95 $5.50-5.95 $4.04-4.68 $1.16-1.27 21-22%
15 Ounce First Class Parcel $7.70-16.85 $7.70-16.85 $5.19-5.98 $2.51-10.87 33-65%
Priority Mail 1LB $7.70-16.85 $7.70-16.85 $7.16-14.25 $.54-2.60 7-15%
Priority Mail 5LB $10.60-47.95 $10.60-47.95 $8.20-41.46 $2.40-6.49 14-23%
Priority Mail 10LB $14.15-82.60 $14.15-82.60 $10.15-72.43 $4-10.17 12-28%
Priority Mail Express $26.75-62.85 $26.75-62.85 $23-54.05 $3.75-8.80 14%
Prices lower than available through postage meters

17. PC Postage – How it works
• Most common remote mailing solution
• Subscription model
• Print from any computer with an internet
connection and a printer
– 4 x 6 - Shipping labels
• Regular paper (To be taped to the item or
use labelope)
• Avery type labels (Purchased from office
supply provider)
– Postage stamps
• Directly onto envelope (Along with
destination and return address)
• Stamp Sheets (Most common) – Purchased
from PC Postage provider
• Vendor provided label printer
May 12, 2021 17

18. Cloud-Based Enterprise Options – PC Postage
Enterprise PC Postage is the same as standard PC Postage with the main difference
being how multiple locations can be controlled under a central administration license.
This offers the following benefits:
• Simplicity of onboarding new users
• Reporting on all location and user activities from a central dashboard
• Managing billing for subscriptions, supplies and postage
• Controlling user access (This includes removing users who are no longer active)
• Single Sign On - Some systems have this option to link to an active directory to
eliminate password management.
• If you have more than 10 locations using PC Postage, we recommend having
them controlled through an enterprise license.
May 12, 2021 18

19. Why is it easier for a company to send an $8
Overnight item than a $.51 letter?
• Use free carrier provided solutions
• Simple to use and defined process across
the organization
• All users can ship from any location at any
time
– Includes home office and traveling
users.
• All charges are summarized by cost
center and downloadable into an excel file
for uploads
• Multiple ways to process
– Postage Meters
– PC Postage
– End users purchasing Stamps
• No defined process across the organization
• The location determines how mail gets
processed based on purchased technology
– The majority of locations will need to drive to
the USPS to purchase stamps and will not
have the correct denominations for heavier
items.
• Limited visibility to postage spends.
Fragmented process between vendors, petty
cash and credit cards.
May 12, 2021 19

20. Multi-Carrier Enterprise Mail and Shipping
• Similar to enterprise PC Postage but more focused on the shipping
– More robust rate shopping between carriers and service levels.
– Create rules that can be enforced automatically.
• Example: Only director levels have the ability to do 8:30AM
shipments that cost an additional $25 each.
• Example: Intercompany shipments default to 2 day or
ground shipments.
– Improved user management and reporting options.
– Enhanced single sign-on (SSO)
– Some systems provide the option to print postage stamps on the
same platform as packages.
– Multi-carrier capabilities provides leverage with carrier
negotiations
May 12, 2021 20

21. Expedited Document and Parcel Shipping
Most Organizations
• Contract Negotiations
• Freight Audit – Looking for late
shipments and items not billed
at the proper carrier rates
Proposed
• Continue with Contract
Negotiations and Freight Audit
• Find additional savings in your
existing spends.
– Identify the key issues.
– Create change management
– Educate and reinforce
– Continue to monitor and
measure
May 12, 2021 21
Outside of shipping rooms, most of your packages are sent by desktop users
with little expertise and may need support to make the best decisions. This can
be done through technology, education, support and continual reinforcement of
best practices.

22. Rate Shopping Savings Opportunities
May 12, 2021 22
Client Example
Savings Strategy # of Packages Shipping
Cost
New Cost Savings % Savings Annual Savings
Next Day Zone 2 Converted to Ground 11123 $74,255 $47,173 $27,082 36% $324,984
2 Day Zone 2 and 3 Converted to Ground 1232 $6,726 $4,364 $2,362 35% $28,344
3 Day Zone 2, 3, 4 and 5 Converted to Ground 94 $735 $461 $274 37% $3,288
Total Savings 12449 $81,716 $51,998 $29,718 36% $356,616
8:30 AM Delivery - Convert to 10:30 AM Delivery 202 $13,382 $2,698 $10,684 80% $128,208
Convert 1lb Package to 1lb Letter 2702 21415 17561 $3,854 18% $46,248
Priority Mail Savings over UPS 2D, 3D and Ground -
Savings over $.50 per package 1988 $18,810 $14,214 $4,596 24% $55,152
Audit Shipments not getting the corporate discounts TBD
Future Education Strategies TBD

23. USPS® Permit Account Optimization
We have a defined process that streamlines this spend from a visibility
perspective and provides the ability to drive control and savings.
• Creating visibility
• Optimize the USPS Business Customer Gateway to manage all USPS
activity.
• Simplify funding utilizing the USPS Electronic Payment System (EPS)
• Managing the USPS Enterprise PO Box Online system (ePOBOL)
• Consolidating your locations into master permits
• Optimize your Business Reply Mail (BRM) accounts
• Identify and recover dormant permit funds
May 12, 2021 23

24. Analyze your Business Reply Mail (BRM)
Accounts
May 12, 2021 24
Example 1:
Location on Basic level with 50,000 returns
$70,240 vs. $33,115 - $37,125 Savings -
53%
Example 2:
Location on High Volume with 250 returns
$1,126 vs. $590 - $536 Savings – 48%
Example 3:
Location on High Volume with 500,000
returns
$322,465 – $285,065 - $37,400 – 12%
To find savings, it requires visibility to
all your BRM accounts
2021 Rates
Business Reply Mail Basics Basic
High
Volume
QBRM
Basic
QBRM
High
Volume
Annual Permit Fee $245 $245 $245 $245
Annual Account Maintenance Fee $0 $740 $740 $740
Quarterly Fee $0 $0 $0 $2,460
Total Annual Fees $245 $985 $985 $10,825
Fee per piece $0.860 $0.096 $0.072 $0.014
Postage for 1 ounce mail $0.550 $0.550 $0.532 $0.532
Total cost - Fee and Postage $1.410 $0.646 $0.604 $0.546
Annual Cost by pieces
100 $386 $1,050 $1,045 $10,880
250 $598 $1,147 $1,136 $10,962
500 $950 $1,308 $1,287 $11,098
968 $1,610 $1,610 $1,570 $11,354
1000 $1,655 $1,631 $1,589 $11,371
2500 $3,770 $2,600 $2,495 $12,190
5000 $7,295 $4,215 $4,005 $13,555
10000 $14,345 $7,445 $7,025 $16,285
25000 $35,495 $17,135 $16,085 $24,475
50000 $70,745 $33,285 $31,185 $38,125
100000 $141,245 $65,585 $61,385 $65,425
250000 $352,745 $162,485 $151,985 $147,325
500000 $705,245 $323,985 $302,985 $283,825
1000000 $1,410,245 $646,985 $604,985 $556,825

25. Outsourced Print and Mail Services
• In the US, most of the production mail is processed
through an outsourced mailer who has the staff,
equipment and expertise. This outsourcing happened
for the following reasons:
– USPS® rules got more difficult for automation discounts.
– Less mail expertise internally
– Improved levels of automation externally
May 12, 2021 25

26. Key Challenges with Outsourced Print and Mail Services
1) Lack of visibility
2) Variability in the rates paid for service fees and postage
3) Inconsistent level of detail provided on invoices
4) Lack of knowledge internally to leverage with suppliers
May 12, 2021 26

27. Invoice Detail Issue
• Every vendor provides different levels of detail on their invoices. Some
charge at the job level while others break down each fee.
• We recommend that you require vendors to provide the detail by fee so that
you can understand what you are paying to compare the rates
• If it is not on the invoice, request the detail on web portals or in emailed
backup detail reports.
May 12, 2021 27
By Job By Fee

28. Service Fee Variability
May 12, 2021 28
Was the job put out to
bid or was in an add on
project to an existing
provider?
Does the vendor have a
master service
agreement for continual
work at specific rates?
What is the quantity and
frequency of the
mailing?
What are the data
processing charges?
What type of stock is
used for paper and
envelopes?
How is it printed – Type
of printing technology
and color or black and
white?
How was the piece
prepared and could it all
be automated or was
their hand work or high
levels of personalization
that was required?
How was it mailed and
what level of postal
automation was used?
What third party
services were used for
presorting, mail
forwarding or shipping?
What was needed from
the data besides
mailing:
You will find huge variations in what is charged from one service provider to another.
These are the factors that have the greatest impact:
Because of the difficulties in comparing jobs, most organizations have little control
or knowledge of best rates.

29. Mailing Categories
Mailing Categories Description
Cost High to Low 1-5 (5
being the highest)
Material Paper, envelopes, Pre-printed stock. 3
Data Processing The cost to receive data files and turn it into its final version. 2
Mail Automation
Processing the mail list through postal software to meet the USPS®
requirements.
2
Printing Putting images onto paper 4
Mail Preparation Folding, Inserting, tabbing, inkjetting addresses, hand processing into final form. 4
Postage USPS costs to mail the item. This also includes Presort services. 5
Email The cost to divert the document to be emailed vs. printed. 2
Transportation
Moving mail to the USPS or closer to its final destination to reduce postage
costs.
1
Data Storage
Image creation, storage and retrieval typically for backup or to have e-
presentment.
3
Miscellaneous Other charges based on the specifics of your project. 1
May 12, 2021 29
We have developed a process that can simplify this by the following:
• Gain access to the fee level detail for all invoices.
• Log each line item to one of the categories above along with subcategories based
on the types of services used.
• Maintain the data over periods of time to be able to compare vendors and services.
• Benchmark rates and use the data for further negotiations and vendor selections.

30. Postage – Largest Expense Area
May 12, 2021 30
• First Class® Mail - Personalized in correspondence – Invoice, check, confirmation
statement – 1 - 5 day delivery
• Marketing Mail – Everyone getting the same message outside of basic
personalization – Advertising, newsletter, giving request – 4 – 12 day delivery.
• Need to push your service providers for the highest levels of automation.
Mail Piece Examples
First-Class Mail®
Retail Single Piece
First-Class Mail®
Metered Single
Piece
Typical Presort
Service - First-
Class Mail®
First-Class
Mail® -
Automation
Marketing Mail®
- Automation
Marketing
Mail® Non
Profit-
Automation
1 Ounce #10 Envelope $0.55 $0.51 $.428-.46 $.398-.45 $.259-.304 $.138-.183
3 Ounce Newsletter (6x9) $0.95 $0.91 $.428-.46 $.398-.45 $.259-.304 $.138-.183
8 Ounce Flat (9x12) $2.40 $2.40 $2.17-2.27 $1.86-2.17 $.70-.98 $.47-.75
Postcard $0.36 $0.36 $0.293 $.269-.285 n/a n/a
Single Piece Rates Automation Mail with Barcodes

31. Printing
May 12, 2021 31
Second biggest cost
area
Technology used can
have a big impact on
cost - Cut sheet, roll
feed, laser, ink jet, color
or monochrome.
What level of print
suppression is used to
move documents to
email or web
presentment?
Can jobs be presented
together vs as
independent jobs?
Are discounts offered for
duplexing (2-sided
printing)?
New virtual printers can
allow you to send jobs
from user’s desktops to
a continuous workflow.
Allows for lower volume
print.
Things to consider:

32. Data
Management
Huge costs can be in the way your data is
managed. This could be in the following
areas:
– Accepting data files.
– Formatting data to the vendors
workflow.
– Formatting the documents with your
customer logic.
– Mail Automation processing to
comply with USPS requirements.
– Email, fax or texting of your
documents.
– Image creation and storage of your
files.
– Web presentment of the stored
images on custom portals.
Client Example:
Sending invoices and paying $.004 to create
backup images of each printed page.
Paying $.004 per image per month for every
stored image. Stored images for 24 months.
They have been using this service for 5 years
and have 3,600,000 images stored.
Sending 75,000 invoices per month which
was 150,000 images.
Monthly Image Creation = $600
Monthly Image Storage = $14,400
Total Annual Cost $180,000 or $.20 per
invoice mailed!
With proper bidding this fee was cut in half
and the storage model was changed to 18
months.
Annual savings = $133,200
May 12, 2021 32

33. Vendor
Strategies
We recommend running an RFP (Request for Proposal) to find
the best rates and service levels for your mailings.
• Build a defined template where it is easy to compare rates
on the main mail expenses.
• Include vendors that meet the following criteria:
– Can support your customers geographic areas at the
lowest costs:
• If all mail is local – find a local or regional
providers
• If mail is nationwide, look for providers that are
in the middle of the country or at desirable
postal hubs that can reach the majority of the
country in 2-3 day delivery.
– Are close to a major presort center.
– Are in low cost of living areas who can pass on the
savings in rates.
– Have the highest level of technology to support your
needs.
– Specialize in your main classes of mail or industry
vertical – Example: Bank Statements
– Have the value-added services you need.
• Compare the responders and request references.
• Review account management processes for customer
service and issue resolution.
• Look for discounts by consolidating higher volumes of mail
into fewer suppliers.
May 12, 2021 33
Year
First Class®
Mail Presort % Change
Marketing
Mail % Change
2020 36,246,494 -2.4% 64,180,125 -17.9%
2019 37,130,541 -1.9% 75,690,047 -2.1%
2018 37,833,487 -2.5% 77,305,661 -1.4%
2017 38,795,454 -3.0% 78,369,843 -3.3%
2016 39,943,145 -0.6% 80,929,933 1.0%
2015 40,174,244 0.0% 80,090,273 -0.4%
2014 40,193,317 -2.4% 80,374,260 -0.7%
2013 41,144,184 -3.4% 80,962,678 1.4%
2012 42,524,039 -4.6% 79,801,009 -6.1%
2011 44,494,498 -3.9% 84,691,971 2.6%
2010 46,225,386 -3.7% 82,524,693 -0.2%
2009 47,933,717 -8.3% 82,706,211 -19.8%
2008 51,935,871 3.8% 99,084,155 -4.5%
2007 49,978,441 0.2% 103,516,112 1.0%
2006 49,862,002 102,459,559
Data in Thousands
From USPS REVENUE, PIECES, AND WEIGHT BY CLASSES OF MAIL AND SPECIAL
SERVICES Reporting
Mail declines leads to
more competition

34. Presort Service Savings
May 12, 2021 34
Providing visibility to where you are using
presort today along with the classes of mail
(First Class, Marketing Mail or International),
sizes processed (Letters, flats, post cards
and parcels) rates charged, volumes
processed, and service standards used.
Increasing the scope of Presort – Finding
additional locations, classes of mail and
outsourced mailings that can qualify for
presort.
Reducing Rates - We do this by either
creating leverage positions with existing
providers or performing a request for
proposal to see what other service providers
can support your needs. We have a
database of all service providers nationally
and have the top experts in the country
helping manage this category.
Audit Invoices - Continual audit of all
presort invoices to validate that you are
being billed at contract rates. We apply for
refunds where applicable.
Rate Change – Each year the USPS
changes rates which may be altering the
profitability of your mail. Small % shifts
between the rate categories can lead to
huge profits for presort service providers.
When rates are not in their favor, they are
typically passed onto the client through their
annual rate addendums.
enterpriseAdvocate provides a central
repository for all mailings. We will
document all presort invoices in our system
to validate fees and to see changes over
time. This data can be shared in a secure
environment to those that require access.

35. Summary – Enterprise Mail Management
May 12, 2021 35
Mail Equipment
and Postage
Gain visibility
and drive
savings on the
cost of mailing
equipment and
metered
postage run
through your
locations
Home and Small
Office Mail
Create a
simplified
process of
distributing,
printing and
accounting for
postage
generated in
small offices,
remote staff or
while travelling
for business.
USPS® Permit
Accounts
Simplify the
oversight, visibility
and access to
postage
processed through
direct USPS®
accounts used for
large mailing
projects and
Business Reply
Mail.
Find ways to
reduce the costs
on the accounts
and the postage
generated.
Outsourced
Mail Services
Gain
centralized
visibility to
outsourced
mailings and
Presort service
providers.
Drive savings
and optimize
contracts.
Expedited
Document and
Parcel Shipping
Implement the
proper tools
and oversight
to allow your
users to send
overnights and
parcels at the
lowest costs
with the fastest
delivery times.

36. May 12, 2021 36
lynsie.murphy@postaladvocate.com

37. May 12, 2021 37