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.
Collaboratively leveraging existing member marketing contact points
Instant quoting data sent at point of loan approval
Prior to auto policy renewal and to cross-sell homeowners insurance
Front line verbal referral from those who know your members best
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.