| Benefits of partnership with Credential Insurance Services: |
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Making insurance easier for
credit unions |
|
Credential Financial Strategies
representatives |
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Making insurance easier
for credit unions and their members |
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| Credential Insurance Services reduces the administrative and
processing burden for partners, representatives, and assistants. This
allows life-licensed insurance representatives to focus their time on building
member relationships. |
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By partnering with Credential Insurance Services, your firm will
realize the following benefits:
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A range of insurance products to offer to clients, including personal
life insurance, disability insurance, critical illness coverage, segregated
funds, and annuities.
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Exemplary support services, delivered by a team with an impressive
record of insurance management and administration experience. |
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Back-office support to process all new business applications and assist
with servicing all current and active policies, coordinating contracts, and
commission accounting.
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State-of-the-art Web-based insurance administration system, recommended and utilized
by leading industry experts. It tracks the progress of each pending application
and provides comprehensive reports on sales production and revenue.
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Instant electronic processing of most segregated funds to ensure quick
and efficient transaction processing. |
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| We provide full sales and marketing support, as well as product and
sales education. This ensures representatives are fully conversant with the
product range and the role of insurance in the wealth management planning
process. |
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