Financial Wellbeing in Uncertain Times: How the Right Insurance Can Help

About the Podcast

Helping to improve the financial well-being of members is an important attribute of credit unions. One way to do this is by providing a simple and cost-effective insurance program that protects their home and vehicles. In this episode, experts Tammie Kovacs and Brook Garrity from TruStage Auto and Home Insurance Program will explain the features of an effective insurance program and what members are looking for in a provider.

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Key Takeaways:

  • [01:49] No matter what the member has to insure, they want a process that is designed to be fast and easy from a company that they trust who provides good coverage that fits their budget.
  • [04:17] Today’s members are expecting even more efficient processes and more accessibility, especially in mobile. Leading providers are constantly innovating their applications and their prefill processes to create greater efficiency for consumers.
  • [09:32] You need to deliver content that is customizable, transparent, and jargon-free. You want it to be easy for members to compare those coverage and cost trade-offs
  • [15:42] Consider the fundamental reasons you are offering insurance to your members in the first place. Protection is the foundation of a strong financial plan. Members' financial wellbeing is central to credit unions' reasons for existing.  

Presented By

Tammie Kovacs
Tammie Kovacs

Program Specialist | TruStage Auto and Home Insurance Program

Tammie Kovacs is a TruStage Program Specialist with CUNA Mutual Group.  Tammie is committed to helping credit unions reach more members and deepen member relationships. Before accepting her current position, Kovacs served as Account Consultant for 11 years where she served large credit unions across the country aligning insurance and investment programs with credit union strategies.  Through her deep knowledge of the marketplace and comprehensive understanding of the TruStage portfolio, she is a key player in helping credit unions profitably expand their business and create better experiences for their members.

Brook Garrity
Brook Garrity

Director of Partner Management | TruStage Auto and Home Insurance Program

Brook Garrity is the Director of Partner Products for CUNA Mutual Group. In this role, she leads the strategy and management of our Partner Product portfolio, including Liberty Mutual and Go-Health. Brook joined CUNA Mutual Group in 2000 and has held leadership roles in Sales, Product Management, and Operations across wide-ranging business units.  She is responsible for building strategic relationships with external partners, driving forward the partner businesses, and understanding broader enterprise learnings between the companies

TruStage™ is the NAFCU Services Preferred Partner for TruStage™ Auto & Home and Life Insurance Products.

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