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The Branch Network

Lobby Representation – Our professionally trained sales representatives are available to consult with credit union members regarding financial and credit union products and services within the lobby of your credit union. Our representatives establish meaningful connections with credit union members and staff.

Sales Process – Our sales process is customized to fit your lobby environment and business culture. Our agents either work in an office space located in the lobby of the credit union or in a positioned location on the credit union floor. Regardless of where our agents are located, they are always discreet and respectful when speaking to a member. All of our products are designed for simplicity and immediate coverage

Our Representatives…

  • Maintain electronic technology to support presentations.
  • Complete extensive credit union and insurance training.
  • Demonstrate professionalism to credit union staff and members.
  • Offer assistance and advice as they discuss products and services.

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