Bank & Credit Union Program

We partner with your current insurance agency, or participate with you in the formation of a new insurance agency, to collaborate deeply with your branches and departments in providing property & casualty insurance to your customers.

The Goals

  • Profitably provide benefits to your customers through P&C insurance advisement and service.
  • Create a source of income for your operations.
  • Enhance your brand experience among your customers and thereby elevate your customer retention rates.

Focus on Customers

As one of the largest property & casualty agencies in the nation, we are grateful to have strong underwriting relationships with national and regional insurers that are competitive in your market service areas. We work with your retail banking, loan, marketing, and other departments to understand customer needs and opportunities to be of service. We provide your customers with their choice of the right products matched to their personal and business insurance needs.

Customer Insurance-Buying Journeys

Our digital platforms, bearing your brand, allow your banking customers to self-direct much of their insurance-buying journey to obtain premium quotes for car insurance, small business insurance, and term life insurance. Licensed insurance advisors in our sales center operations respond to your customers 12 hours a day, six days week, as well as conduct respectful, permission-based outbound response to your customer referrals. The entire experience is conducted under your brand, adding value to your brand equity.


Customers increasingly expect their transactions to be completed quickly. We introduce automated systems and processes to more quickly respond to customer requests, and to facilitate insurance advisors’ capacities to serve well.

How it Works

Bank Credit Union Diagram

Credit Union Insurance Agency

  • No employees
  • Preserves credit union’s tax exempt status
  • P&C and life organization
  • Unique federal EIN
  • Provides member benefit profitability


  • Credit union maintains 100% brand control
  • Leavitt Group operates insurance sales and servicing
  • Credit union markets and messages insurance
  • CUSO fulfills insurance sales