How we work with you

We know our credit union partners are already extremely busy supporting their members’ needs. That’s why our product delivery is designed to work easily within your existing operations. Simply put, you provide us with the information on the prospective policyholder and we do the rest – from quoting and sales, to ongoing customer service after the sale.

Behind the scenes, we deploy the latest agency management technology to turn your member information into a complete customer profile to assist us in placing the proper coverage every time.

While many insurance providers have tuned into an impersonal call center exchange with their policyholders, we provide your members with a real agent who knows and understands each client’s needs and can offer personalized advice.

This same technology provides you with the tracking metrics you will want in order to monitor policy growth within your credit union. It also affords us the ability to create ad hoc target marketing campaigns to complement your credit union’s promotions and campaigns.

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Direct marketing to members (general and targeted)

Collaboratively leveraging existing member marketing contact points

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Link from loan origination system to MemberInsure quote system

Instant quoting data sent at point of loan approval

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Data access for Indirect & Direct loan insurance target marketing

Prior to auto policy renewal and to cross-sell homeowners insurance

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Lending Referrals for those purchasing new autos or homes

Front line verbal referral from those who know your members best

You pick the target audience and we do the rest!

Choose one, two or all three methods to support your members. Whichever you choose, we will develop the marketing materials needed to reach your target audience.

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IT interface

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Marketing materials

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Sales & service