Non-Interest Fee Income from Embedded Insurance Agencies inside Banks & Credit Unions Experiencing Record Growth Fueled by New Product Launches.

On April 12, 2024

From Hand Crank to Flywheel, BUNDLE by Insuritas announces over a dozen new insurance products to be embedded inside its insurance agency ecosystem, driving a critical source of annuitizing non-interest income for banks and credit unions with products all customers buy every year.

Agawam, MA (April 12, 2024) – Insuritas, the nation’s leading operator of embedded insurance agencies for financial institutions, announces a major expansion of the insurance products offered inside its embedded insurance agencies as it continues to re-engineer insurance distribution in America. Banks and Credit Unions prove to be the ideal platform to help consumers and business owners to shop, compare and buy every insurance product they might ever need on a single platform.

With today’s announcement the expanded product portfolio features products that historically required a customer to shop for individually. Products offered inside the Bundle embedded agency platform will include:

Term life insurance
AD&D insurance
Disability insurance
Unemployment insurance
Disaster insurance
Home warranty
Identity theft protection
Pet insurance
Home services.
Jewelry insurance
Critical illness insurance
Cancer insurance
Hospital indemnity insurance

All of these products are engineered to be purchased completely online on the customer’s preferred mobile or desktop device, inside the financial institution’s web ecosystem.

The Insuritas embedded insurance agency platform leverages advanced customer segmentation that supports early-stage opportunity identification that in turn leverages marketing automation that is data-driven to identify customers who are in-market for specific insurance products and proactively reach out with the appropriate insurance offers across a variety of communication channels. Offline and online cross-sell strategies are inserted as well to maximize insurance response at moments in which customers are most likely to purchase using the financial institution’s customer data.

“We are very excited to incorporate these complementary embedded insurance products into the product portfolio available to our financial institution partners,” said Donna Jermer, EVP, Chief Marketing Officer at Insuritas. “This initiative is the first world-class multi-product recurring fee income generating platform that empowers banks and credit unions to enhance customer engagement and loyalty while unlocking new recurring fee income streams. Through BUNDLE by Insuritas, financial institutions can now utilize our predictive insights to present a comprehensive suite of insurance products to meet all of their customers insurance.”

Jermer noted, “Financial Institutions are witnessing an unprecedented attack on their traditional sources of fee income, and a full service embedded insurance agency generates recurring fee income from helping their customers, replacing traditional fee income sources and without any balance sheet risk.  BUNDLE by Insuritas provides an easy to install, fully embedded insurance agency solution that provides a powerful recurring fee income offering the insurance products every consumer purchases every year.”

About Insuritas

Insuritas’ mission is to connect people to the insurance products they need through a seamless, transparent shopping experience in which carriers compete to provide them with the right coverage at the right price. Leveraging proprietary data-mining techniques and integrations through its BUNDLE brand, Insuritas offers a vast network of solutions to empower partners to operate their own labeled, full-service insurance agency. With Insuritas’ data solutions, partners can generate expanded wallet share, increased retention, and recurring non-interest revenue. For more information, visit

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