Does your credit union have the right insurance?

Are you sure? How do you know? Our Toolbox is filled with what you need to audit your credit union's insurance program. Learn what you need to know.

Learn the right questions to ask. Learn the answers you need.

Do-It-Yourself Insurance Consulting For Credit Unions!

Where Are The Holes In Your Insurance?

What's Not Covered By Your Policies?

Workbook Topics:

• Directors’ and Officers' Insurance
• Financial Institution Bond
• Employment Practices Liability
• Safe Depository
• Property Insurance
• General Liability
• Workers' Compensation
• Forced Placed Insurance
• Mortgage Impairment
• E-Commerce Policy
• Business Auto
• Pollution Insurance
• Umbrella Liability

Money Back GuaranteeMoney Back Guarantee

Using the toolbox is the next best thing to having an unbiased insurance consultant sitting with you, helping you manage your credit union’s insurance. All purchasers receive access to digital versions of the forms and updates to the toolkit.

Using Our Toolbox Will Give You…

...a better insurance program.

...more confidence in the quality of your insurance.

The Toolbox Includes:

• Over 230 questions designed to provide insight into the quality of your coverage.
• More than 200 insurance terms and definitions.
• How to read your insurance policies.
• How to tell if your agent is doing the job for you.
• And much more.

"We give Scott an A+++. He made sense of all the issues and his insight was invaluable."

Sherri Evans, VP Finance, CFO
TruChoice Federal Credit Union

“I have been thoroughly impressed with Scott's knowledge and understanding of the Insurance industry. Working with a consultant of Scott's caliber certainly makes my job as CEO a lot easier, as it is nearly impossible to stay on top of all the changes in the industry. Knowing that we have the proper type and amount of insurance protection is very comforting. Scott has been very easy to work with and extremely responsive to all my questions and concerns.”

Matt Kaubris, President / CEO
Oxford Federal Credit Union

Credit Union Money Back Guarantee – If this tool does not exceed your expectations just email us with the reasons why within 7 days. We'll provide a full and immediate refund. (Refund offered to credit unions only – not insurance agents or insurers)

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