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.
Insurance Solutions
We partner with credit unions to form and operate successful insurance agency CUSOs.
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
nationwide
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.
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.
Access to key carrier appointments in all 50 states
Your credit union can benefit from Leavitt Group’s national and regional carrier relationships.
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.