{"id":5058,"date":"2026-10-15T09:00:00","date_gmt":"2026-10-15T16:00:00","guid":{"rendered":"https:\/\/www.insureone.com\/knowledge-center\/?p=5058"},"modified":"2026-10-15T12:18:20","modified_gmt":"2026-10-15T19:18:20","slug":"credit-union-insurance-partnership-program","status":"publish","type":"post","link":"https:\/\/www.insureone.com\/knowledge-center\/ourstories\/credit-union-insurance-partnership-program\/","title":{"rendered":"Give Credit Union Members More Insurance Choices with InsureOne\u00a0"},"content":{"rendered":"\n<p>Credit unions play an important role in the communities they serve, giving members a trusted place to turn for financial guidance, products, and support. An <a href=\"https:\/\/www.insureone.com\/credit-union-partnerships\/\" target=\"_blank\" rel=\"noreferrer noopener\">InsureOne Credit Union Partnership<\/a> extends that support to insurance, connecting members with experienced agents who can help them find coverage for their cars, homes, businesses, and more.&nbsp;<\/p>\n\n\n\n<p>With more than 35 years of experience partnering with credit unions across the U.S., InsureOne helps financial institutions expand their member services without building an insurance operation of their own. As an independent insurance agency, InsureOne works with multiple insurance carriers, giving members more choices for coverage and pricing. The partnership also includes training, marketing support, and referral tools designed to fit the personal service credit unions are known for.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Bring Insurance into the Member Experience&nbsp;<\/h2>\n\n\n\n<p>Insurance needs often arise when members make major financial decisions. They may be financing a vehicle, buying a home, starting a business, or looking for ways to protect their families and assets.&nbsp;<\/p>\n\n\n\n<p>Through an InsureOne partnership, members work with licensed agents who answer questions, explain coverage, and compare options. InsureOne handles the insurance expertise, and your credit union keeps its relationship with the member. You add a valuable service without needing to build that expertise in-house.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">How Does an InsureOne Credit Union Partnership Work?&nbsp;<\/h2>\n\n\n\n<p>An InsureOne Credit Union Partnership makes it easier for credit unions to connect members with insurance solutions while maintaining their focus on financial services.&nbsp;<\/p>\n\n\n\n<p>The process is straightforward:&nbsp;<\/p>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li><strong>Connect members with InsureOne.<\/strong> Credit union employees can refer members who may need insurance when purchasing a vehicle, buying a home, or reviewing their existing coverage.&nbsp;<\/li>\n<\/ol>\n\n\n\n<ol start=\"2\" class=\"wp-block-list\">\n<li><strong>Let licensed insurance agents handle the details.<\/strong> InsureOne agents help members compare available insurance companies, coverage options, and pricing based on their individual needs.&nbsp;<\/li>\n<\/ol>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li><strong>Support members throughout the process.<\/strong> InsureOne provides insurance guidance and assistance with available coverage options, while the credit union continues serving as the member&#8217;s trusted financial partner.&nbsp;<\/li>\n<\/ol>\n\n\n\n<ol start=\"4\" class=\"wp-block-list\">\n<li><strong>Access partnership resources.<\/strong> Credit unions receive training, marketing support, and referral reporting tools to help manage and promote the program.&nbsp;<\/li>\n<\/ol>\n\n\n\n<p>InsureOne works with participating credit unions to integrate insurance referrals into existing member communications and workflows. With employee training, marketing resources, and referral support, credit unions can expand their member services without building a separate insurance operation.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Give Members More Insurance Options in One Place&nbsp;<\/h2>\n\n\n\n<p>Members need <a href=\"https:\/\/www.insureone.com\/insurance\/\" target=\"_blank\" rel=\"noreferrer noopener\">different types of insurance<\/a> at different stages of life. As an independent insurance agency, InsureOne works with multiple insurance companies, allowing members to compare coverage and pricing rather than relying on a single carrier. Whether they&#8217;re looking for affordable auto insurance, protecting a new home, or reviewing existing policies, licensed InsureOne agents can help them explore options that fit their needs and budgets. Coverage options include:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.insureone.com\/auto-insurance\/\" target=\"_blank\" rel=\"noreferrer noopener\">Auto insurance<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.insureone.com\/homeowners-insurance\/\" target=\"_blank\" rel=\"noreferrer noopener\">Homeowners insurance<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.insureone.com\/renters-insurance\/\" target=\"_blank\" rel=\"noreferrer noopener\">Renters insurance<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.insureone.com\/life-insurance\/\" target=\"_blank\" rel=\"noreferrer noopener\">Life insurance<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.insureone.com\/business-insurance\/\" target=\"_blank\" rel=\"noreferrer noopener\">Business insurance<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.insureone.com\/landlord-insurance\/\" target=\"_blank\" rel=\"noreferrer noopener\">Landlord insurance<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.insureone.com\/umbrella-insurance\/\" target=\"_blank\" rel=\"noreferrer noopener\">Umbrella insurance<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.insureone.com\/motorcycle-insurance\/\" target=\"_blank\" rel=\"noreferrer noopener\">Motorcycle insurance<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.insureone.com\/rv-insurance\/\" target=\"_blank\" rel=\"noreferrer noopener\">RV insurance<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.insureone.com\/boat-insurance\/\" target=\"_blank\" rel=\"noreferrer noopener\">Boat insurance<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.insureone.com\/classic-car-insurance\/\" target=\"_blank\" rel=\"noreferrer noopener\">Classic car insurance<\/a>&nbsp;<\/li>\n<\/ul>\n\n\n\n<p>With access to insurance options through their credit union&#8217;s partnership with InsureOne, members have a convenient place to start exploring coverage for their changing needs.&nbsp;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" width=\"1000\" height=\"668\" src=\"https:\/\/www.insureone.com\/knowledge-center\/wp-content\/uploads\/sites\/4\/2026\/10\/Insurance-representative-shaking-hands-with-credit-union-members-during-a-meeting-to-discuss-more-insurance-choices.jpg\" alt=\"Insurance representative shaking hands with credit union members during a meeting to discuss more insurance choices.\" class=\"wp-image-5060\" srcset=\"https:\/\/www.insureone.com\/knowledge-center\/wp-content\/uploads\/sites\/4\/2026\/10\/Insurance-representative-shaking-hands-with-credit-union-members-during-a-meeting-to-discuss-more-insurance-choices.jpg 1000w, https:\/\/www.insureone.com\/knowledge-center\/wp-content\/uploads\/sites\/4\/2026\/10\/Insurance-representative-shaking-hands-with-credit-union-members-during-a-meeting-to-discuss-more-insurance-choices-300x200.jpg 300w, https:\/\/www.insureone.com\/knowledge-center\/wp-content\/uploads\/sites\/4\/2026\/10\/Insurance-representative-shaking-hands-with-credit-union-members-during-a-meeting-to-discuss-more-insurance-choices-768x513.jpg 768w, https:\/\/www.insureone.com\/knowledge-center\/wp-content\/uploads\/sites\/4\/2026\/10\/Insurance-representative-shaking-hands-with-credit-union-members-during-a-meeting-to-discuss-more-insurance-choices-800x534.jpg 800w\" sizes=\"(max-width: 1000px) 100vw, 1000px\" \/><\/figure><\/div>\n\n\n<h2 class=\"wp-block-heading\">Strengthen Member Relationships&nbsp;<\/h2>\n\n\n\n<p>Your members already trust your credit union for financial guidance and support. An InsureOne partnership extends that relationship by connecting members with insurance professionals who can help them explore coverage options during important life events, from purchasing a vehicle to buying a home.&nbsp;<\/p>\n\n\n\n<p>InsureOne provides insurance expertise, while your credit union remains the trusted financial partner. By providing access to additional services that support members&#8217; financial well-being, credit unions can create more opportunities for engagement and build stronger, long-term relationships.&nbsp;<\/p>\n\n\n\n<p><strong><em>What Our Credit Union Partners Are Saying<\/em><\/strong>&nbsp;<\/p>\n\n\n\n<p><em>\u201cThere are definitely opportunities that we would have lost if InsureOne wasn\u2019t there to pick those members up and get them moving forward.\u201d<\/em>&nbsp;<\/p>\n\n\n\n<p><em>\u2014 Provident Credit Union<\/em>&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Create Additional Value and Revenue Opportunities for Your Credit Union&nbsp;<\/h2>\n\n\n\n<p>An InsureOne partnership can help credit unions create additional value beyond traditional financial products. In addition to expanding services available to members, participating credit unions may have opportunities to generate non-interest income through eligible insurance referral arrangements, depending on the partnership structure and applicable requirements.&nbsp;<\/p>\n\n\n\n<p>InsureOne also provides resources to help credit unions introduce, promote, and manage the program, including:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>On-site training and staff resources<\/li>\n\n\n\n<li>Referral management and reporting tools<\/li>\n\n\n\n<li>Support for member engagement and cross-selling campaigns<\/li>\n\n\n\n<li>Marketing support for promotional planning<\/li>\n\n\n\n<li>Co-branding support for websites and other materials&nbsp;<\/li>\n<\/ul>\n\n\n\n<p>These resources make it easy to work insurance into the member communications you already send.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Frequently Asked Questions About Credit Union Insurance Partnerships&nbsp;<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">What Is a Credit Union Insurance Partnership?&nbsp;<\/h3>\n\n\n\n<p>A credit union insurance partnership allows a credit union to connect its members with insurance products and services through an insurance agency. With InsureOne, members can work with licensed agents to compare available coverage options from multiple insurance companies.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Can Credit Unions Earn Non-Interest Income Through Insurance Referrals?&nbsp;<\/h3>\n\n\n\n<p>Depending on the partnership arrangement and applicable regulations, credit unions may have opportunities to generate non-interest income through eligible insurance referral programs. InsureOne can discuss available partnership structures and requirements with interested credit unions.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Do Credit Union Employees Need Insurance Licenses?&nbsp;<\/h3>\n\n\n\n<p>Credit union employees generally do not need to become licensed insurance agents to make permitted referrals. InsureOne&#8217;s licensed agents handle insurance advice, coverage recommendations, and policy transactions. Referral activities and compensation must comply with applicable state and federal requirements.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">What Support Does InsureOne Provide to Credit Union Partners?&nbsp;<\/h3>\n\n\n\n<p>InsureOne provides participating credit unions with training, marketing resources, referral management tools, reporting, and co-branding support. Available resources can be tailored to the partnership arrangement and member engagement needs.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Explore an InsureOne Credit Union Partnership&nbsp;<\/h2>\n\n\n\n<p>Give your members more insurance choices while creating new opportunities to strengthen member relationships and expand your credit union&#8217;s services.&nbsp;<\/p>\n\n\n\n<p>Whether you&#8217;re exploring an insurance referral program for the first time or evaluating your existing partnership, InsureOne can help you understand the available options, member benefits, potential revenue opportunities, and support resources.&nbsp;&nbsp; <strong>Let&#8217;s discuss how an InsureOne <\/strong><a href=\"https:\/\/www.insureone.com\/credit-union-partnerships\/\" target=\"_blank\" rel=\"noreferrer noopener\">Credit Union Partnership<\/a><strong> could work for your organization.<\/strong>&nbsp;<\/p>\n\n\n\n<p>Call <a href=\"tel:8004261088\">800\u2011426\u20111088<\/a> or contact Ken Potter at <a href=\"mailto:kenneth.potter@insureone.com\" target=\"_blank\" rel=\"noreferrer noopener\">kenneth.potter@insureone.com<\/a> to learn more.\u00a0<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Credit unions play an important role in the communities they serve, giving members a trusted place to turn for financial guidance, products, and support. An InsureOne Credit Union Partnership extends that support to insurance, connecting members with experienced agents who can help them find coverage for their cars, homes, businesses, and more.&nbsp; With more than [&hellip;]<\/p>\n","protected":false},"author":36,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[77],"tags":[],"class_list":["post-5058","post","type-post","status-publish","format-standard","hentry","category-ourstories"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.insureone.com\/knowledge-center\/wp-json\/wp\/v2\/posts\/5058"}],"collection":[{"href":"https:\/\/www.insureone.com\/knowledge-center\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.insureone.com\/knowledge-center\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.insureone.com\/knowledge-center\/wp-json\/wp\/v2\/users\/36"}],"replies":[{"embeddable":true,"href":"https:\/\/www.insureone.com\/knowledge-center\/wp-json\/wp\/v2\/comments?post=5058"}],"version-history":[{"count":5,"href":"https:\/\/www.insureone.com\/knowledge-center\/wp-json\/wp\/v2\/posts\/5058\/revisions"}],"predecessor-version":[{"id":5067,"href":"https:\/\/www.insureone.com\/knowledge-center\/wp-json\/wp\/v2\/posts\/5058\/revisions\/5067"}],"wp:attachment":[{"href":"https:\/\/www.insureone.com\/knowledge-center\/wp-json\/wp\/v2\/media?parent=5058"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.insureone.com\/knowledge-center\/wp-json\/wp\/v2\/categories?post=5058"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.insureone.com\/knowledge-center\/wp-json\/wp\/v2\/tags?post=5058"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}