Meriwest Credit Union designates Insuritas to launch and operate their agency to drive recurring fee income, leveraging Lily, its proprietary virtual insurance agent technology.
San Jose, CA (7/10/2025) – Insuritas announces it has been selected by Meriwest Credit Union, headquartered in San Jose, CA, to install its award-winning full-service digital insurance agency platform, BUNDLE by Insuritas. The insurance agency will be owned by Meriwest, embedded inside the credit union’s digital ecosystem, and engineered to offer a full-service insurance agency solution to their members. Through this partnership, Meriwest will be able to offer its 80,000+ members access to the auto, home, commercial, and ancillary insurance products they purchase every year—while deepening wallet share and building an important source of annuitizing non-interest income.
“We’re thrilled to partner with Meriwest Credit Union to provide a full-service, digitally powered insurance agency to their members throughout the Bay Area,” said Insuritas Chairman and CEO Jeffrey Chesky. “Through our embedded insurance agency as a service, Meriwest will now be able to provide simple, seamless access to competitive insurance options—delivering the right coverages at the right price at the right time.”
“Meriwest is excited to collaborate with Insuritas to launch a full-service insurance agency for our members,” said Lisa Pesta, President and CEO of Meriwest Credit Union. “By leveraging the BUNDLE digital insurance platform, we can provide our members with convenient, competitive, and reliable insurance solutions to help meet their needs at a time when insurance costs are rising rapidly.”
The agency will feature a wide range of insurance products, including personal lines such as home, auto, renters, pet, identity theft, and travel insurance, as well as a suite of commercial insurance offerings tailored to small business needs. Insuritas’ platform connects members to more than 40 carriers to ensure appropriate coverage at competitive prices.
Meriwest Credit Union’s insurance agency is scheduled to launch in Q4 2025.
About Insuritas
The Insuritas mission is to connect people to the insurance products they need through a seamless, transparent shopping experience where carriers compete to provide them with the right coverage at the right price. The Insuritas ‘Embedded Agency as a Service’ platform is installed across a network of financial institution partners serving over 25 million customers nationally, empowering financial institutions to leverage proprietary data-mining techniques and integrations with a broad array of insurance carriers to make highly personalized, digitally optimized insurance offers to their depositors, all within their brand. These strategies help further their commitment to the financial well-being of their customers while driving a critical source of non-interest income for their institution. For more information, visit www.insuritas.com.
About Meriwest Credit Union
Founded in San Jose, California in 1961, Meriwest Credit Union, ($2.1B in assets) is one of Silicon Valley’s most established financial institutions. Dedicated to delivering advice-based, personal, convenient, and innovative financial services to over 80,000 families and businesses throughout the San Francisco Bay Area and Pima County, Arizona, Meriwest offers a wide array of personal banking, business services, and wealth advisory services. Meriwest has been voted one of the ‘Best Credit Unions in Silicon Valley’ in the Mercury News’ Annual ‘Readers’ Choice Awards’ and a “Best Place to Work” by the Silicon Valley Business Journal 2020 through 2024. More information