Insurance Solutions

We bring our industry-leading portfolio of insurance products from top-rated carriers to the country’s largest financial institutions and associations. We administer insurance coverage for over 20 million people across America. Our time-tested products help protect customers – from families building their futures to seniors filling coverage gaps.

Why partner with us?

  • Our partnerships are centered on increasing our client’s customer satisfaction and security – to grow retention, non-interest income, and brand.
  • We leverage and enhance the affinity between our clients and their customers.
  • We fund and manage the full marketing process with our dollars and expertise.
  • We deliver highly valued benefits from top-rated insurance carriers.

Endorsements and Awards

American Bankers Association
Benchmark Portal

How it works

Insurance Solutions drives significant value for all stakeholders, which is difficult for the competition to replicate

How it works

Our results

We drive retention for our clients by increasing their customers’ satisfaction and security. We deliver:

  • All inclusive direct mail campaigns from top-rated insurance carriers – from marketing strategy through customer servicing and claims facilitation.
  • Award-winning creatives that generate high response rate, average buy, and premium per piece mailed.
  • Proactive vendor management due diligence solutions.


  • AD&D: Supplemental insurance that offers no-cost to the customer guaranteed issue Accidental Death and Dismemberment (AD&D) Insurance with the option of additional coverage amounts at group rates.
  • HAP: Supplemental coverage designed to protect against the unexpected costs of a hospital stay due to a covered accident.
  • Recuperative Care: Insurance coverage for out-of-pocket expenses after a hospital stay due to injury or illness.
  • Simplified Issue Term Life Insurance: Provides up to $250,000 of coverage with no medical exams, no benefit reductions, and a few eligibility and health questions.
  • Graded Benefit Whole Life: Whole life insurance coverage that builds cash value with each premium payment.


  • Transamerica Premier Life Insurance Company
  • Minnesota Life Insurance Company
  • Federal Insurance Company, a Chubb company
  • Mutual of Omaha

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