Insurance Solutions

We partner with credit unions to form and operate successful insurance agency CUSOs.

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Credit unions and insurance solutions go hand in hand

Your credit union guides your members on their financial journey. Likewise we serve as trusted advisors to clients, guiding them to the right insurance carrier and coverage — under your brand.

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By partnering with Leavitt Group, you can use our collective scale to

Better serve customers

Expand business opportunities

Build capitol

Enhance profit

Benefits to your institution

Enhance your members’ brand experience.

Additional revenue by profitably providing your members with property & casualty (P&C) insurance advisement and service.

Elevate member retention.

The Leavitt Group Advantage

$448 Million

in consolidated revenue

$3+ Billion

in placed premiums

250+ locations


Producer Recruitment Team

19th largest US insurance broker*

We have the market presence to bring your members national resources in the form of insurance knowledge, technology, scalability, and carrier relationships.

*According to Insurance Journal, August 2023 issue.

Sales Force Development Team

Established and scalable infrastructure

You and your members can expect quickly completed transactions via our established infrastructure of online raters, campaigns, staffing, workflows, and carrier appointments.

Carrier Relations Team

Access to key carrier appointments in all 50 states

Your credit union can benefit from Leavitt Group’s national and regional carrier relationships.

More about us

How it works

We advise, serve, and provide value to your members—all under your brand

Members receive an excellent customer service experience with online access, multiple communication channels, and extended service hours.

See how it works

Learn more about how an insurance offering can
benefit your members

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