Allied Solutions is the NAFCU Services Preferred Partner for Insurance- Bond, Creditor Placed (CPI), Guaranteed Asset Protection (GAP), Mechanical Breakdown Protection (MBP), and REFUND Plus®.
About the Webinar
The regulatory landscape for ancillary products is changing and the scrutiny is increasing towards refunding cancelled ancillary products. Credit unions need to leverage a proactive approach to maintain compliance with these changing regulations as well as build processes for remediation and navigating the changing regulations ahead. This session will cover tactical approaches for managing risk with product refunds.
Key takeaways:
- The current regulatory landscape for financial institutions
- Important compliance factors
- Keeping the member first in the refund process
- What an optimized product refund process looks like
Watch the Webinar On-Demand
Presented By
Anne Holtzman
Senior Vice President, Claim & Recovery | Allied Solutions
Anne is responsible for developing internal products and identifying partner-vendor strategies that serve to provide risk management solutions for all types of lending institutions. With more than 25 years of experience in the insurance industry, Anne has served in various executive level positions within the automobile insurance industry and currently in service support for financial institution clients. She has strong recovery expertise in areas of repossession, total loss, and GAP claim adjudication.
Peter Krall
Vice President, National Market Group | Allied Solutions
Peter has two decades of financial institution and insurance company product development and delivery experiences. At Allied, Peter consults with credit unions, banks, and finance companies on finance solutions and best practices. He has internal financial institution marketing experience with credit insurance, debt protection, annuities, term life and product refunds.