Freedoms General Overview

1
Freedoms General Overview

• Founded in 1986
• Owner operated, privately held
• One of the largest Independent Direct Mailers
• Direct Marketing focused and passionate about it!
• Direct mail expertise embedded in all disciplines
  within the company
• Under one Roof Turn key solutions
• Redundant Nationwide platform
• Technology driven campaign management
• Member of PIMA, ICMG, ABIA
• Awarded JP Morgan Chase Vendor of the year in
  2005
• Awarded IBM Direct Mail Pioneer in 2006
• 2007 Recipient Silver, Bronze Pewter Gold Ink
  Awards
• 2008 Recipient of Silver Gold Ink Awards
• 2008 FSC certification

6 Billion Mailed
99 On Time Delivery!
2
Freedoms 4 Strategic Locations
Milton, WI
Aurora, IL
Ontario, CA
Grand Prairie, TX
Over 1 million Square Feet under roof!
3
Historically direct mail Production Lettershop
and Distribution/Mailing has been highly
fragmented
Multiple Steps Multiple vendors Additional
packaging Additional fuel Additional waste
Additional freight Additional time Additional
cost
List Mgmt and hygiene
Envelopes
Printing
Typical Schedule 14-28 days
Imaging
Lettershop
Mailing
4
Freedoms model Embraces Supply Chain Efficiencies
All capabilities under one roof Data Processing,
List hygiene, Printing, Imaging, Lettershop,
Commingling, Mailing
Manage Imaging
and versioning complexity at low cost
Optimize Postal
Efficiencies for all campaign sizes


Highly targeted POD and VDP with distribution
efficiencies

Printing
Data Processing
Imaging
Envelopes
Manage campaigns with greater complexities,
Smaller targeted quantities at
Lower cost and in Less time
Typical Schedule 5-14 days
5
With New York Life Affinity Partners

• Worked with NYLife Creative Agency upfront to
  insure the Master Template captured greatest
  amount of production and distribution
  efficiencies
• Utilized Digital Asset Management System for
  Kitchen sink Template
• Contained NY Life compliance variablesalready
  pre-approved
• General State disclosures and NYL specific state
  requirements
• Royalty language, domestic partner
• The 4 NOTS - GLB (financial institution clients)
• Plan benefits (i.e. Underwriting limit max 1MM,
  2MM - termination age)
• Grace period pay your premiums within the
  grace period OR the end of the grace period.
• Where marketed excluded states or addition
  jurisdictions (PR and Canada)
• Client look and feel requirements
• Logos, specific fonts, customized messaging
• Created a cost efficient Manufacturing Mailing
  and Distribution plan
• Components of package print and image in line
• Time frame for production of packages has been
  compressed
• Mailings utilize comminglingpostage savings is
  significant!

6
NYL

Logo here
Variable Fields
7

Acknowledgement of State information
Variable by State
8
Postage and freight are not givens anymore,
even with smaller, targeted affinity programs

• The Right Infrastructure and Technology can save
  pennies off of every package

Every time your mail touches a postal site
you lose discounts and add time
Lettershop/Mailer
Local Entry
1-2 days
ADC
1-2 days
1-2 days
BMC
2-3 days
SCF
2-3 days
DDU
1-2 days
In Home
Total of 8-14 days
9
NY Life takes advantage of skipping entry points
to gain postal savings and time advantage

• Reviewing and understanding your Postal and
  Freight plan should be part of the total
  discussion as you review package requirements

Lettershop/Mailer
Local Entry
1-2 days
ADC
1-2 days
1-2 days
BMC
2-3 days
SCF
2-3 days
DDU
1-2 days
In Home
Total of 3-5 days
10
There is still so much that we plan to do!

• Increase use of variability and relevancy for
  affinity partnersin a cost efficient manner
• Looking at multi-channel approach to drive
  greater application completion percentage
• VDP
• Web
• Test new formats
• Utilize existing Technology and Tools that
  Streamline Management of Program
• Manage greater amount of variables and imaging
  requirements
• With limited resources
• Scalable for hundreds of affinity partners
• Online Campaign Management and Proofing