Rethinking Benefits and Insurance

General Services

  1. Review of a credit union’s current insurance program to make sure coverage, limits, etc. are adequate
  2. Preparation of the property and casualty applications for quotation purposes and submission for bid
  3. Full review of the credit union bond, directors & officer's liability, and employment practices liability
  4. Process and handle all claims issues
  5. Provide interim workers compensation audits
  6. Review and calculate all workers compensation experience and modification factors
  7. Provide information regarding the latest coverage enhancements or additional types of coverage available in the marketplace