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CNB Bank and Trust ($1.6B Assets) Partners with Insuritas to Launch its Embedded Full Service Insurance Agency.

CNB Bank and Trust designates Insuritas to launch and operate their agency to drive recurring fee income, leveraging Lily, its proprietary virtual insurance agent technology. Insuritas announces it has been selected by CNB Bank and Trust, Carlinville, IL, to install its award-winning full-service digital insurance agency platform, BUNDLE by Insuritas.…

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As Net Income Falls Sharply for Top 10 Credit Unions in Q3 2023, BUNDLE by Insuritas Provides a New & Invaluable Source of Recurring Non-interest Income via Insurance

BUNDLE by Insuritas incorporates embedded insurance solutions into financial institution ecosystems, building upon a critical source of annuitizing non-interest income through a product 100% of members buy every year. Agawam, MA (December 4, 2023) – The top 10 credit unions in the country have faced significant challenges in maintaining their…

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F&M Bank ($3.2B assets – 50,000 Customers) Successfully Launches its Insurance Agency with Insuritas’ BUNDLE Platform

Through BUNDLE by Insuritas, F&M Bank grows recurring fee income by strategically embedding a full service insurance agency within its ecosystem. Agawam, MA (November 10, 2023) – Insuritas announces it has successfully launched its award-winning full-service digital insurance agency platform for The Farmers & Merchants State Bank in Archbold, OH.…

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Bank of the Rockies Partners with Insuritas to Launch its Embedded Full Service Insurance Agency.

Bank of the Rockies designates Insuritas to launch and operate their agency to drive recurring fee income, leveraging Lily, its proprietary virtual insurance agent technology. Agawam, MA (October 13, 2023) – Insuritas announces it has been selected by Bank of the Rockies, Helena, MT to install its award-winning full-service digital insurance…

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Core Bank ($1.03B assets) Partners with Insuritas to Successfully Launch its Embedded Full Service Insurance Agency, CBIG Insurance.

Core Bank designates Insuritas to launch and operate their agency to drive recurring fee income, leveraging Lily, its proprietary virtual insurance agent technology. Agawam, MA (September 13, 2023) – Insuritas announces it has successfully launched its award-winning full-service digital insurance agency platform for Core Bank, Omaha. CBIG Insurance is fully owned…

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Hot off the press: Insuritas and its BUNDLE embedded insurance platform is featured in this week’s edition of USA Today.

Agawam, MA (Sept 12, 2023) – Insuritas is pleased to announce its recent feature in USA Today, focusing on its award-winning, full-service digital insurance agency platform, BUNDLE by Insuritas. The article highlights the growing importance for financial institutions to generate non-interest revenue streams in an increasingly difficult banking landscape faced…

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PSECU’S ($8B ASSETS – 560,000+ MEMBERS) [KM1] DIGITAL INSURANCE AGENCY DRIVES RECORD INCREASE IN Q1 2023 SALES BY 60%

Through BUNDLE by Insuritas, PSECU Protect, LLC was able to increase agency awareness and leverage digital automation to achieve an increase in sales. Agawam, MA (August 10, 2023) – Insuritas announces that PSECU Protect, LLC, PSECU’s insurance agency, recorded a 60% increase in sales between January and March 2023. Since…

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F&M Bank ($2.7B assets – 50,000 Customers) Selects BUNDLE by Insuritas to Launch its Insurance Agency

Through BUNDLE by Insuritas, F&M Bank will grow recurring fee income by strategically embedding a full service insurance agency within its ecosystem. Agawam, MA (June 13, 2023) – Insuritas announces it has been selected by The Farmers & Merchants State Bank, Archbold, OH to install its award-winning full-service digital insurance…

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CEFCU ($7.8B assets – 385,000 Members) Designates BUNDLE by Insuritas to Launch its Insurance Agency

Through BUNDLE by Insuritas, CEFCU grows recurring fee income by strategically embedding insurance agency within its ecosystem. Agawam, MA (May 11, 2023) – Insuritas announces it has been selected by Citizens Equity First Credit Union (CEFCU), Peoria, IL to install its award-winning full-service digital insurance agency platform, BUNDLE by Insuritas.…

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As Profit Margins Tighten for Credit Unions, BUNDLE by Insuritas Provides an Invaluable Source of Non-interest Recurring Income via Insurance

BUNDLE by Insuritas incorporates embedded insurance solutions into financial institution ecosystems, building upon a critical source of annuitizing non-interest income. Agawam, MA (May 9, 2023) – The top 10 credit unions in the country have faced significant challenges in maintaining their profit margins in recent months. With increasing regulatory pressures…

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FORUM CREDIT UNION ($1.9B ASSETS – 181,000 MEMBERS) DIGITAL INSURANCE AGENCY SHATTERS INSURANCE SALES RECORD IN MARCH 2023

Through BUNDLE by Insuritas, FORUM Insurance Services was able to increase agency awareness and leverage digital automation to achieve record sales. East Windsor, CT (April 19, 2023) – Insuritas announces that FORUM Credit Union’s insurance agency recorded its highest ever sales month in March 2023. Since August of 2021, Insuritas…

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Greater Iowa Credit Union ($653M assets – 36,000 Customers) Partners with Insuritas in Launching their Insurance Agency

Insuritas to build and launch a full-service digitally powered insurance agency for Greater Iowa CU featuring Lily, the Insuritas virtual insurance agent. East Windsor, CT (January 31, 2023) – Insuritas announces it has been hired by Greater Iowa Credit Union, Ames, IA to install its award-winning full-service digital insurance agency platform.…

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Core Bank ($920M assets) Diversifying New Revenue Growth By Embedding Full Service Insurance Agency Operated by Insuritas

Core Bank designates Insuritas to launch and operate their agency to drive recurring fee income, leveraging Lily, its proprietary virtual insurance agent technology. East Windsor, CT (January 24, 2023) – Insuritas announces it has been hired by Core Bank, Omaha, NE to install its award-winning full-service digital insurance agency platform. The…

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THE COMMERCIAL BANK OF TEXAS – CBTX ($1.3B ASSETS) DIGITAL INSURANCE AGENCY SHATTERS COMMERCIAL INSURANCE SALES RECORDS 

76% OF COMMERCIAL CUSTOMERS WHO RECEIVED A QUOTE FOR COMMERCIAL INSURANCE PURCHASED FROM THE BANK’S DIGITAL AGENCY IN Q3 2022  Jeff Chesky, CEO at Insuritas noted; “This is simply a record-shattering accomplishment that over 75% of a bank’s commercial customers that were offered business insurance quotes, purchased. It’s a powerful  confirmation that a bank is…

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Insuritas Launches Embedded Insurance Offering with Treads  

Park City, UT & East Windsor, CT (December 5, 2022) – Treads App has launched Treads Insurance through a partnership with Insuritas. This agency enables and implements Bundle. Bundle delivers a suite of embedded solutions that enable retail apps, financial institutions, payment and retail platforms to “bundle” insurance products within…

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TUCSON FEDERAL ($681M ASSETS – 68,000 MEMBERS) INSURANCE AGENCY BREAKS INSURANCE SALES RECORDS 

71% OF MEMBERS WHO RECEIVED A QUOTE FOR AUTO OR HOME INSURANCE PURCHASED FROM THE DIGITAL AGENCY in OCTOBER  Matt Chesky, President at Insuritas noted; “This is a rare accomplishment when over 70% of members offered auto or home insurance quotes, purchased.  It’s a powerful confirmation that a credit union…

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Desert Financial’s Digital Insurance Agency ($8.2B Assets – 417,000 Members) Shatters Insurance Sales Records

EAST WINDSOR, CT (Nov, 2022) – Desert Financial’s Digital Insurance Agency shattered two insurance sales records in October. 52% of customers who received a quote for auto or home insurance purchased from the digital agency. Jeff Chesky, CEO and Founder at Insuritas noted that consumers are looking for trusted platforms…

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PrimeSouth Bank ($530M assets – 20,000 Customers) Hires Insuritas to Launch Digital Insurance Agency 

Growing Critical Recurring Fee Income While Providing a Core Product for Customers  East Windsor, CT (November 3, 2022) – Insuritas announces it has been hired by PrimeSouth Bank, Blackshear, GA to install its award-winning full-service digital insurance agency platform. The insurance agency will be owned by the Bank, embedded inside…

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Island Federal Credit Union ($1.5B assets – 60,000 Members) Hires Insuritas to Launch Digital Insurance Agency

Growing Critical Recurring Fee Income While Providing a Core Product for Members. East Windsor, CT (October 12, 2022) – Insuritas announces it has been hired by Island Federal Credit Union, Long Island, NY to install its award-winning full-service digital insurance agency platform. The insurance agency will be owned by Island…

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Lily, Insuritas’ Virtual Insurance Assistant Harnesses Artificial Intelligence and Automation to Help Increase Insurance Sales by 144% YOY

EAST WINDSOR, CT (October 3, 2022) – Insuritas is excited to provide an update on Lily, its virtual digital insurance assistant that the Insurtech has spent the past year developing and embedding across its communication channels. With the rapid adoption and increased utilization of online banking services, digital assistants are…

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