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Credit Union Auto Club Program Overview

Credit Union Auto Club Program Overview. What is Credit Union Auto Club?. The newest Invest in America program Created exclusively for credit union members Provides unparalleled service and unprecedented value in roadside assistance

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Credit Union Auto Club Program Overview

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  1. Credit Union Auto Club Program Overview

  2. What is Credit Union Auto Club? • The newest Invest in America program • Created exclusively for credit union members • Provides unparalleled service and unprecedented value in roadside assistance • From little incidents like being locked out of a vehicle to bigger troubles like needing a tow truck, Credit Union Auto Club keeps members moving on the road • Members are covered in any non-commercial vehicle they travel • Professional customer service team 24/7/365 to assist members • Nearly 38,000 service providers across the U.S. and Canada • To add a service provider email: vendorrelationsdept@autoknight.com • Credit Union Auto Club is powered by Auto Knight Motor Club, a wholly owned company of Fortegra Financial • Fortegra Financial is a NYSE listed company headquartered in Jacksonville, FL with a 40 year unblemished record of service delivery and claims payments • Credit unions are eligible to receive marketing reimbursements when members purchase memberships in Credit Union Auto Club

  3. Plan Benefits

  4. Plan Pricing Each plan price is for a 12-month period with automatic renewal option Family plans offer the best value! *Drivers residing in the same household. Drivers are covered in any vehicle they travel.

  5. Plan Comparison

  6. Member Experience * Payment options include credit union debit and credit card

  7. LMCU Landing Page

  8. Credit Union Auto Club Microsite

  9. Membership Card/Welcome Kit • Members will receive a temporary PDF membership card on screen immediately following enrollment • Members will receive their welcome kit within 5-7 business days after initial enrollment • Welcome kit includes • Welcome Letter • Membership card • Terms and Benefits document • Invest In America program insert

  10. Marketing Reimbursements • Enrolled credit unions are eligible to earn $5 - $9 per membership • The marketing reimbursement is paid annually – December of each calendar year • Membership renewals eligible for marketing reimbursements • Credit union enrollment form is located in the Partner Center at http://www.lovemycreditunion.org/Credit-Union-Enrollment-Forms-147.html on the Love My Credit Union website • Access to FREE turnkey marketing materials

  11. Member Enrollment Tracking

  12. Credit Union Enrollment

  13. Enrollment Overview Page

  14. Credit Union Enrollment Form

  15. Marketing Requirements Credit unions that enroll and actively market the program to their members will be eligible to receive marketing reimbursements Member CommunicationsComplete one of the member communications items listed below each quarter for four quarters within a 12 month period and ongoing quarterly thereafter:  Ongoing Marketing Utilize the following marketing materials within 30 days of enrollment and ongoing thereafter: • Place banner or link on website within 30 days of enrollment and ongoing thereafter • Suggested locations: Auto loan page, discount page, insurance page, etc. • Utilize lobby materials within 30 days of enrollment and ongoing thereafter • Take ones, lobby posters, digital

  16. Promotional Opportunity • Promotions are easier and more affordable with Credit Union Auto Club! • Driving Auto Loans • New Membership Welcome • Employee Rewards • Through a specially built portal, your credit union can purchase up to 100 Credit Union Auto Club memberships, in one transaction, at a savings of $10 off the member price • Plus, you'll still earn marketing reimbursement funds with each membership purchase -- for a combined savings of between 20%-24%

  17. Credit Union Auto Club Promotional Pricing • Buying your promotional memberships is an easy five step process: • Log into the Invest in America Partner Center • Click on Credit Union Marketing Materials • Click on Credit Union Auto Club Marketing Materials • Go to the Credit Union Auto Club Promotional Membership Enrollment portal • Enter each member's information, up to 100 at a time, and pay by credit or debit card As you plan your next promotion or your 2014 marketing plan, make sure to include Credit Union Auto Club discounted memberships to help drive interest. 

  18. Promotional Enrollment Portal

  19. Peninsula Best Practice Fall Newsletter

  20. Money One Best Practice

  21. Bethpage FCU

  22. Summary • Comprehensive roadside assistance benefits for your members • Unparalleled service, unprecedented value • “always here when you need us” • Great promotional opportunity • Credit unions to earn marketing reimbursements

  23. Contact Information Please contact your National Business Consultant with questions/feedback. Leslie Norush, National Business Consultant(Alabama, Florida, Georgia, Hawaii, Illinois, Kentucky, Louisiana, Mississippi, North Carolina, South Carolina, Tennessee, Wisconsin)800.262.6285 x 542 Colleen Meek, Senior National Business Consultant (Alaska, Arkansas, Arizona, Colorado, Idaho, Indiana, Iowa, Kansas, Minnesota, Missouri, Nebraska, New Mexico, Oklahoma, Texas, Utah, Wyoming)800.262.6285 x 530 Curt Belaney, National Business Consultant (Connecticut, Delaware, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, Rhode Island, Vermont, Virginia, Washington D.C., West Virginia)800.262.6285 x 543 Bob Bearden, National Business Consultant(California, Nevada, Montana, North Dakota, South Dakota)800.262.6285 x 751 Crissandra Fry, National Business Consultant(Oregon, Washington)800.262.6285 x 549 Inside Sales Jackie Adamson, National Business Consultant 800-262-6285 x 584 Gary Siegel, National Business Consultant 800-262-6285 x 586 Drew Cook CU Solutions Group Direct: 734-793-4273 Drew.Cook@cusolutionsgroup.com

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