You might be aware that Oak Tree has provided quality compliant forms for more than 35 years. However, are you aware of what we do with insurance carriers? It’s a win-win for your credit union, and your members. Here’s why:
Oak Tree has a one of a kind relationship with credit union Insurance Carriers, which allows for credit unions to pick and choose which provider they prefer. Without being tied down to any particular insurance carrier, credit unions have the freedom to partner with the Insurance Carriers that provides their credit unions with the best product fit. This gives us a national scope in regard to insurance and allows us to provide the best in forms customization in the industry.
With that in mind, there are a few events coming up we thought you might like to be aware of. These are industry specific with a focus on Insurance Carriers.
- May 7-8, 2018 Spring Lending School Insurance Trusts Convention
- May 18-19, 2018 Maine Credit Union League Annual Meeting in Portland, ME.
- May 16-18, 2018 Credit Insurers Association Annual Meeting in Atlanta, GA. Featuring addresses on the current Opioid epidemic, cyber security, auto market trends and a CRPB panel. You don’t want to miss this one.
- July 31st-August 3rd, 2018 Credit Union Leadership Convention in Las Vegas, NV
While information given at these conferences is sure to keep you in the loop and up to date with current industry trends, remember one thing: All credit union forms and lending documents offering insurance must be compliant. This is where Oak Tree Business Systems, Inc. comes in and makes our partnership with insurance carriers so valuable. All of Oak Tree’s forms are current and up-to-date with respect to state and federal regulations, which ensures that when your members mark the “check box” and affix their signatures to the election field, they have done so in a manner that conforms to all application regulations. Choosing Oak Tree Business Systems, Inc. as your forms provider in partnership with your choice of insurance carrier, safeguards your credit union from compliance issues.
Furthermore, our partnership with credit union insurance carriers keeps you one step ahead of the game. Pairing our forms solution presented insurance offerings in an easy to read and clear manner, encouraging your members to opt in to these insurance benefits. This allows for your credit union to benefit from non-interest income. It is a marriage of trust and efficiency.
If you have questions about compliance or forms integration in regard to insurance carriers, contact us by emailing us at ClientServices@OakTreeBiz.com or chatting at www.OakTreeBiz.com. We will work with you to answer any questions, and come up with a viable solution for your credit union.