1. Idealease & WEX/Fleet One A Winning Combination
2/5/2015

2. Agenda 10:00 AM – 10:30 AM Meeting Objectives
10:30 AM – 11:00 AM Idealease Universal Fleet Program
11:00 AM – 11:30 AM Idealease Over-The-Road Fleet Program
11:30 AM Closing Discussion / Next Steps

3. Objectives
2/5/2015

4. Meeting objectives Introduction of Idealease to WEX/Fleet One
Familiarize Idealease with pricing structure, credit and competitiveness of the Idealease cobranded products
Review of a GTM strategy
Scheduled dates for actions items and roll out plan(s)

5. Company Review
2/5/2015

6. Fleet Payment Solutions Other Payment Solutions
WEX Overview
WEX gives customers greater control over their business, resulting in smarter decisions, lower operating costs, higher efficiency and greater customer satisfaction. +
Fleet Payment Solutions
Other Payment Solutions
(Travel, Health, Employee)
2005 (IPO)
TODAY*
1 Primary Market (Fleet)
Settling in 2 countries
Total Revenue $241M
~ 650 Employees
2 Primary Markets: (Fleet, Travel)
Settling in 15 countries
Total Revenue: $717M
~1,400 Employees
*Based on 2013 data

7. WEX Across the World

8. Core Statistics More than 1,400 employees worldwide
Office locations and customers across the globe
2013 Revenue of $717 mm, EBITDA of $342 mm
Approximately $4.0 billion market capitalization
7.8 million cardholders globally: 340 Million fuel card transactions per year

9. WEX Cards Accepted at ~90% of Fuel Locations in the
Marketing Channels
Direct
Fuel Locations
3.6 million vehicles
Over-The-Road
7.8 M VEHICLES
$25 B
SPEND
Co-Branded
1.9 million vehicles
WEX Cards Accepted at ~90% of Fuel Locations in the
United States
Private Label
2.3 million vehicles
Note: Number of vehicles are management estimates

10. Strong Value Proposition
Enable businesses to make payments with precision
Fleet Payment Solutions
Other Payment Solutions
Two Core Markets…
Deliver Valuable Information
Operating savings of 5-15%
Increased efficiency, security, control, convenience
Superior service
Result: A Strong Value Proposition
Security
Driver IDs
Real-Time Updates
Purchase controls
Products
Alerts
Flag Unusual Items
Customized
Reporting
WEX / Fleet One Online®
Query by driver location
Security
Control
High customer satisfaction and retention rates

11. Direct relationship with fleet and merchant
Closed Loop Network
Complete control of transaction life cycle
Closed-loop network is a significant competitive differentiator
Large network with over 180,000 North American convenience, truck stop and maintenance locations
Control POS spec
Relationships with both fleets and merchants enables:
Security and control
Customized reporting
Seat at the table (Chargebacks/Errors)
High customer loyalty as a result
WEX /
Fleet One
Fleet Driver
Fleet
Merchant
Direct relationship with fleet and merchant
FRONT END
BACK END

12. Concept and Value Idealease Universal Program
2/5/2015

13. Program Benefits Universal acceptance purchase controls
Online account maintenance
Cost saving solutions
Detailed, flexible reporting
Local representation
Dedicated customer service & support

14. Extensive Site Coverage More Choices Drive Savings
Accepted at over 180,000 U.S. locations
Accepted at over 50,000 diesel sites
Pay-at-the-pump acceptance

15. Customize Your Cards Account Number Expiration Date
Vehicle Card Number
Customized Embossing
Line 1 (20 characters)
Customized Embossing
Line 2 (17 characters)
**Cards are typically assigned to a vehicle

16. Authorization Purchase Controls
Control Spending at Account or Card Level –
At The Time of Transaction
Four refresh time periods
- Daily/Weekly/Twice Monthly/Monthly
Dollars per period
Transactions per period
Driver ID Numbers
Odometer Capture

17. Financial Reporting Monthly financial summaries
Tax exemption summaries and MWOB reporting
Documented, easy-to-manage purchase controls
Detailed fueling reports at the business unit level
Capable of capturing off-road fuel purchases
Reliable performance measures
Available electronically or via paper

18. Better Data Equals Greater Insight and Savings

19. Real-time Fuel Price Mapping - Mobile or Desktop
PPG information is seconds old and based off of real transaction data
Specify a search radius
Decision can be made based on traffic, weather, etc. by the driver
Price per gallon can vary by upwards of 10% in a 1 to 5 mile radius of driver’s position
Go to iTunes or the Google Play Store and search for WEX Connect or Fleet One Mobile
Download the free app and begin to use.

20. Portfolio Summary

21. Concept and Value Idealease OTR Program
2/5/2015

22. Idealease additional value by adding an OTR cobranded product to their offering
Increase customers loyalty in all fleet segment sizes for Idealease
Obtain new revenue stream via Idealease OTR card program
Fuel cards are integral to a fleet’s profitable operation.
Partner brand will become more of the fabric of the fleet due to the following:
Card with logos will be used 10 times/mo. per driver
Online management tools available to Fleet Owners/Managers
Enhance recurring customer loyalty
Fuel cards naturally integrate and build your business and your affiliate’s business.

23. The Idealease OTR program: Functionality & Accountability that companies need
Idealease OTR card program purpose:
To meet the needs of transportation companies that require secure fuel, cash and/or maintenance services at truck stops; card-locks; bulk; on-site fueling and emergency roadside and service locations throughout North America. Provide real-time data access and account management.
Limits/Balance/Restrictions Options:
Fuel only
Fuel type
Amount of fuel purchase
Amount of cash withdrawal
ATM access
PlusChek system
Daily
Weekly
As it is needed
Customizable Card Use Requirements Options:
Driver PIN
Specific to card
Unit Number
Pool (Range)
Purchase Order #
Trip #
Hub / Odometer

24. Quantifying financial value of the Idealease OTR cobranded product
Areas
Incremental Savings – PPG
Incremental Annualized Savings – Per Unit
Average Cash vs. Credit PPG difference
$0.070
$924.00
Rebate program – 1,900 Locations
$0.030
$99.00
Additional rebate promotion – (90 days)
$231.00
Fuel vendor discounting offer (based on vendor)
$0.080
$792.00
No transaction fees
$0.015
$198.00
Total average savings per unit
$0.170
$2,244.00
Optional Service: WEX Retail Fuel Management Service
$0.105
$1,386.00
Total average savings per unit with optional service
$0.275
$3,630.00
Additional areas:
Great approval rates for unsecured fueling credit lines
Increase cash flow due to establishment of unsecured credit lines

25. Products and Services that transportation companies need
Permits
Oversize / Over-weight Fleet|Affiliate|Corporate
Temporary fuel
Bridgestone Tires
National fixed tire pricing
Emergency Roadside Services
Class 7, Class 8 and Trailer repair
Factoring
Transportation receivables
Fuel and Routing Analysis and Management
Discount network reporting
Discount network creation and management
Telepoint?

26. Client Services
2/5/2015

27. OTR Channel Sales & Partner Services
Positioning
To maximize and leverage the flexibility and product positioning of the WEX Fleet One OTR products for our co-branded and private labeled partners in order to penetrate and increase their market share and their affiliates share.
Focus
Education
Program
Industry
Sales
Product
Support
Partner
Marketing
Sales
Customer

28. Multiple Audience Support
Idealease
Educate (ongoing)
Idealease Program
“How to…Fleet”
Refer
Qualify
Sell
Tool Kit
Sales Guides
Collateral
Newsletter
Sales Support
Marketing Support
Idealease Affiliates
Educate (ongoing)
Idealease Program
“How to…Fleet”
Refer
Qualify
Sell
Tool Kit
Sales Guides
Collateral
Newsletter
Sales Support
Marketing Support
OTR Fleet Prospects
Sales
Inside Sales
Outside Sales
Sales Process
Features & Benefits
Application Process
Account Setup
Use & Management
Marketing Support
Customer Support

29. OTR Channel Sales & Partner Services
Lead Pursuit
Immediate sales support by trained and developed teams to pursue Idealease leads
Marketing Opportunities > web to lead > affiliate embedded
Tradeshow Booth Support > Idealease affiliate show
Inside Sales Representatives
Outside Regional Sale Managers > fleet & affiliates
Lead and Sales information is logged into Salesforce.com for efficiency, tracking and reporting.
Partners can be given access to their lead and client information by sharing access into Salesforce.com.
Additional Sales support can be engagement with survey and/or site visit.

30. OTR Partner Services Tools
Client Relationship Manager
Collateral (Hard/Soft Copy):
Sales Sheets
Credit Application
White Papers
Online
Webex: Live or Recorded sessions
Links: Idealease Intranet??
Acceptance Sites
Web-to-lead submission form (product specific)
Online electronic application
Salesforce.com access/integration
Partner Reports

31. OTR Partner Services Sales Support
Education and Training
WebEx Live or Recorded sessions
Topics:
Idealease Cobranded OTR Program
Agent Partner and Referral Programs
“How to Qualify/Sell/Refer a Fleet”
Fleet Sales Features and Benefits
Fleet Credit Application
Account Setup
Online Account Management
Frequently Asked Questions

32. OTR Partner Services - Reporting
New / Existing Account Status Reporting
New Account Setup Notification via
Status Delivered from Salesforce.com or NAT
Partner Portal and Reporting Access
Transactional Data (upon request)
Partner Commissioning
Idealease Corporate
Quarterly Reviews
Existing Project Updates
Current Results and Reports
Future Projects and Goals

33. Closing Discussion / Next Steps
2/5/2015

34. Action Items Referral Program for Affiliates
Affiliate Commissioning Component
Point of Purchase – Lead/Application Form
Using the Idealease Web-site
Fuel Tax Reporting Opportunity
Creating Momentum