F&M Bank ($2.7B assets – 50,000 Customers) Selects BUNDLE by Insuritas to Launch its Insurance Agency
Through BUNDLE by Insuritas, F&M Bank will grow recurring fee income by strategically embedding a full service insurance agency within its ecosystem. Agawam, MA (June 13, 2023) – Insuritas announces it has been selected by The Farmers & Merchants State Bank, Archbold, OH to install its award-winning full-service digital insurance…
CEFCU ($7.8B assets – 385,000 Members) Designates BUNDLE by Insuritas to Launch its Insurance Agency
Through BUNDLE by Insuritas, CEFCU grows recurring fee income by strategically embedding insurance agency within its ecosystem. Agawam, MA (May 11, 2023) – Insuritas announces it has been selected by Citizens Equity First Credit Union (CEFCU), Peoria, IL to install its award-winning full-service digital insurance agency platform, BUNDLE by Insuritas….
As Profit Margins Tighten for Credit Unions, BUNDLE by Insuritas Provides an Invaluable Source of Non-interest Recurring Income via Insurance
BUNDLE by Insuritas incorporates embedded insurance solutions into financial institution ecosystems, building upon a critical source of annuitizing non-interest income. Agawam, MA (May 9, 2023) – The top 10 credit unions in the country have faced significant challenges in maintaining their profit margins in recent months. With increasing regulatory pressures…
FORUM CREDIT UNION ($1.9B ASSETS – 181,000 MEMBERS) DIGITAL INSURANCE AGENCY SHATTERS INSURANCE SALES RECORD IN MARCH 2023
Through BUNDLE by Insuritas, FORUM Insurance Services was able to increase agency awareness and leverage digital automation to achieve record sales. East Windsor, CT (April 19, 2023) – Insuritas announces that FORUM Credit Union’s insurance agency recorded its highest ever sales month in March 2023. Since August of 2021, Insuritas…
Greater Iowa Credit Union ($653M assets – 36,000 Customers) Partners with Insuritas in Launching their Insurance Agency
Insuritas to build and launch a full-service digitally powered insurance agency for Greater Iowa CU featuring Lily, the Insuritas virtual insurance agent. East Windsor, CT (January 31, 2023) – Insuritas announces it has been hired by Greater Iowa Credit Union, Ames, IA to install its award-winning full-service digital insurance agency platform….
Core Bank ($920M assets) Diversifying New Revenue Growth By Embedding Full Service Insurance Agency Operated by Insuritas
Core Bank designates Insuritas to launch and operate their agency to drive recurring fee income, leveraging Lily, its proprietary virtual insurance agent technology. East Windsor, CT (January 24, 2023) – Insuritas announces it has been hired by Core Bank, Omaha, NE to install its award-winning full-service digital insurance agency platform. The…
THE COMMERCIAL BANK OF TEXAS – CBTX ($1.3B ASSETS) DIGITAL INSURANCE AGENCY SHATTERS COMMERCIAL INSURANCE SALES RECORDS
76% OF COMMERCIAL CUSTOMERS WHO RECEIVED A QUOTE FOR COMMERCIAL INSURANCE PURCHASED FROM THE BANK’S DIGITAL AGENCY IN Q3 2022 Jeff Chesky, CEO at Insuritas noted; “This is simply a record-shattering accomplishment that over 75% of a bank’s commercial customers that were offered business insurance quotes, purchased. It’s a powerful confirmation that a bank is…
Insuritas Launches Embedded Insurance Offering with Treads
Park City, UT & East Windsor, CT (December 5, 2022) – Treads App has launched Treads Insurance through a partnership with Insuritas. This agency enables and implements Bundle. Bundle delivers a suite of embedded solutions that enable retail apps, financial institutions, payment and retail platforms to “bundle” insurance products within…
TUCSON FEDERAL ($681M ASSETS – 68,000 MEMBERS) INSURANCE AGENCY BREAKS INSURANCE SALES RECORDS
71% OF MEMBERS WHO RECEIVED A QUOTE FOR AUTO OR HOME INSURANCE PURCHASED FROM THE DIGITAL AGENCY in OCTOBER Matt Chesky, President at Insuritas noted; “This is a rare accomplishment when over 70% of members offered auto or home insurance quotes, purchased. It’s a powerful confirmation that a credit union…
Desert Financial’s Digital Insurance Agency ($8.2B Assets – 417,000 Members) Shatters Insurance Sales Records
EAST WINDSOR, CT (Nov, 2022) – Desert Financial’s Digital Insurance Agency shattered two insurance sales records in October. 52% of customers who received a quote for auto or home insurance purchased from the digital agency. Jeff Chesky, CEO and Founder at Insuritas noted that consumers are looking for trusted platforms…