From Referrals to Results: Real CU Integration Strategies

Come join a great panel discussion with credit union insurance program managers as they talk about what it really takes to integrate a CU-owned insurance agency into the member experience—from building branch relationships and creating “warm transfer” moments that turn referrals into results, to training and motivating frontline teams with clear goals, incentives, and feedback loops. Panelists will share the systems and workflows that make it measurable. Bring your appetite and questions.

Learn more about presenter: Nick Bloxham