Welcome to IMS 2010 Expo and Educational Symposium

1. Welcome to IMS 2010 Expo and Educational Symposium 4 Mailing Discounts Most Firms are not Taking! Presented by: Jim Spates, President

2. Agenda • Welcome and Introduction • USPS Tidbits • Certified, return Receipt • Priority Mail • USPS Rate Change • Q & A

3. Welcome to • Jim Spates, Ron Keenan and Don Frese • IMS Founders • 20 + years serving LI businesses • The company was built on customer service • We have the best trained team in the United States! • We want to be a resource to YOU!

4. USPS Tidbits • Certificate of Mailing – provides proof of mailing • $1.15 or $0.42 for 3 or more entered into the firm mailing book (save 63%).

5. USPS Tidbits • QBRM/BRM • New IMB mandate for all return envelopes • May 2011 requirement • Contact local USPS Business Network Center for free artwork including the IMB – Pay attention to your inventory • BRM Permit Fee • $185 per year • BRM per piece costs $0.44 + $0.74 = $1.18 each • QBRM Permit Fee • $185 per year + $585 Accounting Fee = $770 per year • QBRM per piece cost • $0.417 + $0.05s = $0.469 each • QBRM break even at 822 pieces per year of returned mail. Thereafter save $711 per thousand

6. USPS Tidbits Shaped Based Pricing – Still a Major Issue • 2oz letter, $0.61 – 2oz flat, $1.05 – Letter saves 32% • Rough Rule of Thumb Examples: • 8½ x 11, 20 lb bond up to 10 pages – use #10 envelope • 8½ x 11 with #9 return, up to 8 pages – use #10 envelope • 8½ x 11, 20 lb bond, 11 – 21 pages – use 6 x 9½ envelope • 8½ x 11 with #9 return, 9-19 pages – use 6 x 9½ envelope • 8½ x 11, 20 lb bond, 21 & up pages – use 9 x 12 flat envelope • 8½ x 11, 20 lb bond with #9 return envelope, 19 pages & up, use 9 x 12 flat envelope

7. Certified, Return Receipt Definition: • Two Separate Services available for First Class Mail • Certified Mail provides proof of mailing and proof of delivery. USPS retains signature for 2 years, will supply on request for $4.60 each. • Return Receipt provides proof of delivery in both hard copy and electronic formats and sends the signature back to you via “green card” for $2.30 each.

8. Certified Return ReceiptWhat does it cost? • 1 oz Letter $0.44 • Certified Mail $2.80 • Return Receipt $2.30 • Total $5.54 • “We have to use certified return receipt because we need to get a delivery signature!” • Drill down- is it mandatory or is this just the way we have always done it?

9. Certified, Return Receipt Alternative • Consider First Class Parcel with Signature Confirmation from the USPS • This provides proof of mailing and an electronic delivery signature (usps.com). Batch methods available as well. Special packaging is required • Postage, 1 oz Letter (in special packaging) $1.56 • Special Packaging $0.50 • Signature Confirmation $1.95 • Total $4.01 vs $5.54 Cert/RR • Saves $1.53 each or 27% • Tools – IMS Automation Tools, Endicia (PC Postage), USPS Click and Ship Cert RR vs Sig Con.xls

10. Certified, Return Receipt • What if you MUST use Return Receipt? • Consider Electronic Return Receipt • Postage, 1 oz Letter $0.44 $0.44 • Certified Mail $2.80 $2.80 • Return Receipt Retail $2.30 Electronic $1.10 • Total $5.54 $4.34 • Save $1.20 per piece or 21.6% • Tools – IMS meter with Online Services • New – IMS Click and Print Web Tool

11. IMS Click-n-Print Certified Quick Print Quick Print Screen The Quick Print screen is used to quickly generate a single Certified Mailpiece. • Populate the Recipient address(selecting from your Address Book, Pasting from a Word document, or by entering the address. • Set Postage Options • Enter Additional Information(Optional) • Click Print Form to generate the Certified Mail form in your inkjet or laser printer.

12. IMS Click-n-Print Certified Selection & Printing Selection & Printing Screen The Selection & Printing screen is used to quickly generate large volumes of Certified Mail in a single Print Run(Batch). • Select multiple Recipient addresses from your Address Book located at the bottom portion of the screen. • Set Postage Options • Enter Additional Information(Optional) • Click Print Forms to generate the Certified Mail forms in your inkjet or laser printer.

13. IMS Click-n-Print Certified Print Preview of the Certified Mail Form Print Preview of the Certified Mail Form The Print Preview of the Certified Mail Form displays as a PDF within the browser window. • Review the recipient address and postage amounts to confirm the information is correct. • Click the Printer Icon on the toolbar above the print preview. • When the Printer Dialog window appears, click OK to print the Certified Mail form to your Laser or Inkjet printer. • Click the Back button in the browser to begin preparing your next Certified Mailpiece.

14. IMS Click-n-Print Certified Tracking & Digital Signatures Tracking and Digital Signatures The Tracking & Digital Signatures screen is used to quickly track your Certified Mailpieces and obtain the digital signatures(for users of Electronic Return Receipt) • Enter information about the Certified Mailpiece you wish to Track or obtain the Digital Signature for. • Click the View Records button. • Locate the Certified Mail piece from the results displayed to obtain the Delivery Results. • Click the View Signature hot link to view the Digital Signature.

15. IMS Click-n-Print Certified Sample Electronic Return Receipt(Digital) Signature Sample Electronic Return Receipt(Digital) Signature The Digital Signature the USPS provides includes the following information. • The Certified Mail Article Number. • The Date/Time the Certified Mailpiece was delivered. • The City, State, and Zip that the mailpiece was delivered in. • The Digital Signature of the person who signed for the Certified Mailpiece.

16. Priority Mail Definition: • Any first class mail that weighs more than 13 oz • Any mailable matter except items prohibited by mailing standards (hazardous)

17. Priority Mail • 2 – 3 day delivery objective • 0 – 70 lb rates available • Retail Rates • Commercial Based Rates • Commercial Based Plus (>100k per year) • Volume discounts 4 – 11% • Flat rates based on USPS packaging • Zone based (weight + distance + packaging) • Special services available including Delivery and Signature Confirmation for tracking purposes at an additional fee of $0.70 and $2.35 retail

18. Priority Mail Opportunity Knocks – Case Study • Sun Trust Mortgage - “No need for Priority Mail” • Mails 10x13 window envelopes at 14.5 oz ea • Zone 4: $5.05 postage + envelope cost $0.47 = $5.52 ea • Flat Rate USPS Envelope with Commercial Based Pricing All Zones: $4.75 postage + envelope cost $0.00 = $4.75 ea • Saves $.77 per piece or 14% • Avg 35 per day = $7,438 saved annually • In addition, they will receive free delivery confirmation due to electronic upload for an additional $0.70 savings per piece providing enhanced customer service. • Can consider UPS/FDX Ground in some cases! Be aware of envelope costs, fuel surcharges, freight costs and commercial vs residential addresses

19. Priority Mail Opportunity Knocks – Case Study • LI Law Firm • Can’t mention name due to possible lawsuit • Mails 10x13 Tyvek envelopes, 15 oz ea • Zone 2: $4.90 postage + envelope cost $0.78 + delivery confirmation $0.70 = $6.38 ea • Use Flat Rate Envelope – Commercial Based Pricing • All Zones: $4.75 postage + envelope cost $0.00 + delivery confirmation $0.00 = $4.75 ea • Saves $1.63 per piece or 25.5% • Avg 50 per day = $21,516 savings annually • Was using FDX 2 day service. Switched to USPS to save money • Cert RR vs Sig Con.xls

20. USPS Rates are going up Jan 2, 2011

21. Q & A • Let’s take some questions • Who is interested in IMS Certified web tool? • Leave a business card and I’ll email you the presentation.

22. Thank You For Attending !!!