2. MEET ALLOY INSURANCE
PARTNERS
We are a division of Institution Solutions, a trusted
advisor in the Credit Union industry since 1996.
ALLOY builds independent insurance agencies for
our Credit Union partners to achieve two goals:
• Grow Net Income and foster growth for your Credit
Union.
• Offer insurance to your Members to ensure their future
financial security.
3. WHAT DOES ALLOY BRING TO
YOUR BUSINESS?
Through this partnership, your
Credit Union will be equipped to
achieve your goals of Member
retention and incremental revenue
without additional work for your
staff.
Experience growth, profit, and high
Net Promoter scores through:
• Higher efficiency
• Non-fee income
• New Members
• Added Value
4. WHY SHOULD YOUR MEMBERS
BUY INSURANCE FROM YOU?
Credit Union Members report a
much higher level of satisfaction
than bank customers,* and
already turn to you for help with
retirement options and financing
high-ticket items.
ALLOY builds an insurance
business that is integral to your
brand and your culture. Members
discover a wealth of options,
affordable rates and the very
personal relationship they already
know and trust.
https://www.oregoncommunitycu.org/news-events/blog/credit-unions-top-banks-customer-satisfaction
5. A TRUSTED RESOURCE
• Through our model, become a
full-service, independent,
Member-focused insurance
agency.
• Marketing campaigns are
designed as personalized,
relevant offers tying into their
needs.
• Access to competitive, 24/7
insurance quoting.
• Foster Member engagement and
retention through billing
statement messaging, web
banners, and notices in your
existing newsletters.
EXPERTISE
6. A TRUE PARTNERSHIP
We train your staff on our technology platform, how
to use our customer-friendly Member administration,
and our marketing tools.
• Our models are flexible according to your Credit
Union’s needs – we can help you build your own
agency or ALLOY can be your agency – we have a
vested interest in our joint success.
• Your Credit Union owns all the renewal rights so
you retain your Members.
PARTNERSHIP
7. WE KNOW INSURANCE.
WE KNOW CREDIT UNIONS.
Our partnership will create a program that is completely
customized to you and your Members. This program includes:
• Setting up an insurance CUSO for you or integrating new insurance
programs into your existing CUSO.
• A white-labeled website for your Members to gather information and
shop for insurance products.
• Servicing handled through our trained & experienced Call Center of
CSRs, branded as your Credit Union.
• A full suite of customized insurance products based off your
Membership’s profile tailored to their specific needs.
INNOVATION
10. POWER OF BIG DATA
Solicitations are personal, timed, and targeted. Our predictive analytics give
you demographic insights, buying patterns and personal milestones.
• ALLOY’s platform integrates easily into your
current workflow, enabling you to:
o access insurance providers and products
o communicate to Members
o track your success
• We interface and analyze your Member
data to create personalized programs –
choosing the right carrier and the right
product for your Members.
• We integrate into your workflows at the
point of sale, providing a simple way of
offering insurance to your Member.
TECHNOLOGY
12. ALLOY HAS A BETTER INSURANCE
BUSINESS MODEL FOR
YOUR CREDIT UNION
Here’s why.
Credit Union Members are 75% more likely to buy insurance from a
provider they know and trust.
That’s you.
Together, your Credit Union and ALLOY Insurance Partners build a
robust insurance agency with your Members in mind. And it’s
through this dedicated partnership that we are successful. You and
your Members will grow closer than ever before as you begin to
provide products and services they already need in a manner only
you can.
13. FIND OUT MORE
Contact us today to find out more about us, our proposal,
our technology, and what we can do to transform your
relationship with your Members.
Paul Clampitt
CEO
ALLOY Insurance Partners
111 West Spring Valley Road
Suite 200
Richardson, TX 75081
1-800-527-2209
pclampitt@alloyins.com
www.whyalloy.com
WITH ALLOY INSURANCE PARTNERS, WE CAN BE
STRONGER TOGETHER
