Our comprehensive catalog delivers 24/7 access to a wide range of services, support tools, and data resources.

These secured online services are available to CUNA Mutual's policyholders.

Review the services for the following products:

• Credit Union Protection
• Member Protection
• Investments
• Lending
• Direct Marketing (MemberCONNECT)
• Employee Benefits

To access these resources:

• Your credit union must be a CUNA Mutual policyholder.
• Access to these tools requires a UserID and Password.
• Need a UserID and Password? Go to New User Registration.
• Already have a UserID and Password? Click Edit my Services to request access to information on a specific program.
• Forgot your password? Enrolled but having difficulty accessing? Contact Internet Technical Support at 800.962.5465.

Collateral Products

The following resources are available to our Collateral Products policyholders.

Blanket Single Pay

• An easy way to calculate and submit your Blanket Single Pay premium each month
• Payment automatically applied if you use our WebEFT service to pay premiums
• Bill through the mail if you do not use WebEFT
• Typical User: Lending personnel
• Security Roles Available:  Reader, Processor   Description of Security Roles
• See instructions to access the resource

eLearning  

• Online interactive tutorial
• Provides overview of all Collateral Products online e-tools
• Typical User: Lending personnel
• See instructions to access the resource

Immediate Issue 

• Lets you force place Immediate Issue Physical Damage Coverage on a member's loan
• Includes tools to calculate premium
• Member information submitted online for immediate coverage
• Payment automatically applied if you use our WebEFT service to pay premiums
• Print a copy of the online application and submit it through the mail with payment if you do not use WebEFT
• Typical User: Lending personnel
• Security Roles Available: Reader, Processor  Description of Security Roles 
• See instructions to access the resource

Member Administration

• View and manage member information and print documents
• Make collateral status changes
• Add information about a new policy
• Submit proof of insurance information
• Typical User: Lending personnel
• Security Roles Available: Reader, Processor, ProcessorPlus, Advanced  Description of Security Roles 
• See instructions to access the resource

Collateral Products Claims Notice of Loss  

• First step in submitting a collateral insurance claim
• Electronic filing reduces processing time
• Typical User: Lending personnel
• See instructions to access the resource

Pending Notices  

• Provides an easy way to mail notices and certificates daily instead of weekly/biweekly for better control over the proof of insurance process
• Lets you preview a list of pending notices and certificates and avoid unnecessary mailings
• Saves your credit union time and effort
• Search by member
• Online control of early release/delay/permanent waiver of notice/certificate
• Typical User: Lending personnel
• Security Roles Available: Reader, Processor, Advanced Description of Security Roles  
• See instructions to access the resource

Reports  

• Everything you need to manage member-related reporting
• Lets you create, filter, view, and search management reports on line
• Gives you control of the search parameters and report outputs
• Lets you export the resulting data for other purposes
• Typical User: Lending personnel
• See instructions to access the resource

Secure File Transfer 

• For technical administrators and data processors
• Lets you electronically transfer loan information and other files to CUNA Mutual
• All data uses secure 128-bit encryption technology
• Lets you upload or download data files and change tracking codes or field lengths
• Typical User: Lending personnel
• Security Roles Available: Reader, Processor   Description of Security Roles 
• See instructions to access the resource

View Your Bills  

• Designed for those who receive Collateral Products billing statements through the mail
• Lets you view and manage all settled and unsettled bills online
• Search for specific current or past bills
• Print outstanding bills to submit with payment
• Typical User: Lending personnel
• See instructions to access the resource

Credit Union Protection

The following resources are available to our Credit Union Bond and/or Package of Protection policyholders.

Bondability  

• Instant response means you won't keep ideal candidates waiting
• Indicates if individuals are bondable or require further research
• Verifies bondability of current and potential staff, directors, and committee members
• Protects Bond policyowners against potential future losses caused by internal fraud
• Lets you view pending and completed requests made by your credit union in the last 30 days
• Typical User: Human resources staff
• See instructions to access the resource

Claims History/Status 

• Direct access to claims history reports for up to five years of loss data
• Helps you see loss trends and make future insurance purchasing decisions
• Claim information subtotal by policy, coverage, year
• Includes information about loss type and status of pending claims
• Typical User: Credit union CEO/manager, risk manager
• See instructions to access the resource

Credit Union Insurance Review 

• Access and review limits, deductibles, and premiums related to the following coverages:
  • Bond
  • Plastic Card
  • Management & Professional Liability / Special Insurance Package
  • Property & Business Liability (formerly called CU Package of Protection)
  • Business Auto
• Typical User: Credit union CEO/manager, risk manager
• View a demo
• See instructions to access the resource

Forms and Applications  

• Easy access to the most commonly used forms to service these policy types:
  • Bond
  • Management & Professional Liability / Special Insurance Package
  • Property & Business Liability (formerly called CU Package of Protection)
• Typical User: Credit union CEO/manager, risk manager
• See instructions to access the resource

CU Protection Claims Notice of Loss  

• First step in submitting a claim
• Reduces processing time and expedites payment
• Validates your deductible amounts and automatically generates a claim number for easy tracking
• If you meet the criteria for a "fast-track claim," an immediate decision could be made and settled through Electronic Funds Transfer (EFT)
• Typical User: Credit union CEO/manager; risk manager
• View a demo
• See instructions to access the resource

Plastic Card Customer Care Center 

• Complements the Notice of Loss service
• Specifically for Plastic Card losses
• Lets you submit information electronically as soon as you become aware of a potential loss
• Easy access to online reports
• Typical User: Credit union CEO/manager, risk manager
• View a demo
• See instructions to access the resource

Required Renewal Questionnaire (for Credit Union Protection Renewal)

• Quick and easy access to your customized Renewal Questionnaire
• Should be done at least 120 days prior to your renewal
• An easy way to share key risk and corporate information to ensure protection for your credit union
• Typical User: Credit union CEO/manager, risk manager
• See instructions to access the resource

Risk Assessments  

• Helps identify common risk exposures and insurance miscues
• Uncovers strategies to help you manage risks
• Automatically reviews your information and generates a customized risk analysis and recommendations
• Typical User: Credit union CEO/manager, risk manager
• See instructions to access the resource

Credit Union Protection Resource Center

Your one-stop resource for timely and comprehensive information on risk trends and risk management tools, as well as articles on services and innovations.  View a demo.

RISK Alert

• Sends email notifications about recent risk and fraud issues
• Product Requirements: Credit unions that hold various property and casualty insurance products can use this service
• Typical User:  Credit union CEO/manager, risk manager
• See instructions to access the resource

Loss Prevention Library

• Educational brochures and guides
• Materials to address potential risks, loss control measures, policies, and loss prevention checklists
• Product Requirements: Available to credit unions who are Credit Union Bond and/or Credit Union Package of Protection policyholders
• Typical User: Credit union CEO/manager, risk manager, branch manager
• See instructions to access the resource

Protection eLearning

• Includes risk management tips/techniques to help employees understand the risk factors credit unions face
• Helps employees identify and prevent loss
• Provides information and tools to help employees deal with difficult and uncertain situations
• Product Requirements: Available to Credit Union Bond policy holders
• Typical User: Front-line managers and staff, training managers, risk managers
• See instructions to access the resource

Mortgage Security 

• Force-placed physical damage insurance for residential, mobile home, and commercial property
• Protects the interests of the credit union and the borrower on first and second mortgages and home equity loans
• Used when there is no evidence of insurance from the borrower
• Product Requirements: Available to Mortgage Security program subscribers
• Typical User: Lending personnel
• See instructions to access the resource

Member Protection

Lending Claims and Premium Services

Credit Claims File Transfer

• Allows for a transfer of claims reports between CUNA Mutual Group and credit unions
• All files are encrypted, have virus scan, and are protected from unauthorized access
• Typical User: Lending personnel
• See instructions to access the resource

Credit Claims Online 

• Electronic claims processing is available for policyholders who have coverage in any of the following areas:
  • Credit Disability Insurance
  • Credit Life Insurance
  • Debt Protection- Disability
  • Debt Protection-Family Leave
  • Debt Protection -Involuntary Unemployment
  • Debt Protection-Life
  • Group Mortgage Protection/Home Mortgage Protection
  • Loan Protection
  • Life Savings
• Typical User: Lending personnel
• See instructions to access the resource

Credit Premium Secure File Transfer

• This service offers an extra layer of protection to ensure the safe transfer of premium information between CUNA Mutual Group and credit unions.
• Product Requirements: Various credit insurance products
• Typical User: Lending personnel
• See instructions to access the resource

MEMBER'S CHOICE® Premium 

• This on-line service lets you:
  • Submit premium payments
  • Apply for single premium refunds
  • View premium detail history for Credit Disability Insurance and/or Credit Life Insurance and Loan Protection and/or Life Savings
• Product Requirements: Various credit insurance products
• Typical User: Lending personnel
• See instructions to access the resource

GAP Cancellation 

• Allows you to cancel a GAP waiver electronically
• Product Requirements: Guaranteed Asset Protection policyholder
• Typical User: Lending personnel
• See instructions to access the resource

GAP File Transfer  

• Alternative method for posting GAP policy information to CUNA Mutual Group
• Uses a comma delimited file format
• Used when a credit union has Loan Processing software other than the Integrated Web Calculator that's part of CUNA Mutual's web site options
• Product Requirements: must be a Guaranteed Asset Protection policyholder
• Typical User: Lending or IT personnel
• See instructions to access the resource

MRC Cancellation 

• Lets policyholders submit a cancellation request electronically
• Product Requirements: must be a Mechanical Repair Coverage policyholder
• Typical User: Lending personnel
• See instructions to access the resource

Financial Services

WebEFT System

• Lets you view and/or print credit unions EFT settlements for:
  • Claim payments
  • Insurance premium payments
  • Miscellaneous transactions
• Product Requirements: Available to CUNA Mutual Group Insurance policyholders
• Typical User: Credit union personnel
• See instructions to access the resource

Investments

Member Services

Compensation Viewer 

• Provides a secure, timely and easy way to:
  • Access credit union/CUSO compensation reports related to MEMBERS Financial Services programs
  • Generate detail and summary level reports historic reports
  • Download data from these reports
• Product Requirements: No specific requirement but must have a relationship with CUNA Mutual through the MEMBERS Financial Services program and have authorization from the credit union/CUSO prior to requesting access. 
• Typical User:  Member services and credit union personnel
• See instructions to access the resource

Investment Advisory Services

• Secure download of reports, upload of data files, and the ability to send secure e-mails
• Product Requirements: subscription to Investment Advisory Services
• Typical User: Credit union accounting/finance personnel
• See instructions to access the resource

IRA Services

IRA Services Resource Center  

• Includes technical and compliance assistance
• Marketing support for your IRA program
• Administrative services including tax reporting, death benefit claims, and payment notification and calculation
• Access to compliance specialists through our hotline
• Product Requirements: Available to credit union staff on any CUNA Mutual IRA Services' program
• Typical User: IRA staff, marketing manager
• See instructions to access the resource

IRAdirect®  

• Faster, easier alternative to paper processing
• For either self- or fully-administered IRA programs
• Instant Internet access to all the tools you need to administer your IRA program
• Product Requirements: subscription to the IRAdirect service
• Typical User: IRAdirect administrators who are designated by the credit union upon IRAdirect subscription
• View a demo
• See instructions to access the resource

Lending

Lending Support

Lending Resource Center  

• Real-time compliance alerts and information
• Marketing materials
• Product and compliance training
• Product and administrative information
• FAQs
• Product Requirements: MEMBER'S CHOICE®  Credit Life and Credit Disability , Mechanical Repair Coverage (MRC), Guaranteed Asset Protection (GAP), Debt Protection, LOANLINER customers
• Typical User: Decision makers, lending management, compliance officer, marketing management personnel
• See instructions to access the resource

loanliner.com 

• Web-enabled lending tool
• Integrates into web site and automates online loan process
• Requires no additional credit union staffing to administer
• Modular design can be customized to meet member needs
• Helps to grow fee income
• Built-in compliance protection and security
• Product Requirements: Subscription to loanliner.com
• Typical User: loan management and staff, webmaster
• View Integrated Web Calculator demo
• See instructions to access the resource

Federal Student Loan Resource Center 

• Offers a variety of tools and resources including:
  • Operational guidelines/manuals
  • Marketing tools
  • Promotional materials
  • Program updates
• Product Requirements: Federal Student Loan Network subscribers
• Typical User: Lending personnel
• See instructions to access the resource

Private Student Loan Resource Center

• Offers a variety of tools and resources including:
  • Marketing materials
  • Administrative tools
  • Training opportunities
• Product Requirements: CompleteED™ Private Student Loan participants
• Typical User: Lending personnel
• See instructions to access the resource

Direct Marketing (MemberCONNECT)

MemberCONNECT Resource Center 

• Offers news, articles, advertisements, brochures, statement inserts and sample member mailings to support a variety of MemberCONNECT products including:
  • Life
  • Accidental Death & Dismemberment
  • MEMBERS Auto & Homeowners
• Also provides online tools to manage your MemberCONNECT program:
  • Calendars
  • Member suppression tool
  • Training opportunities 
• Product Requirements: Credit union must participate in the MemberCONNECT program
• Typical user: Marketing and financial planning personnel
• See instructions to access the resource

CU Navigator Management Reporting 

• Interactive web application that lets credit union program managers:
  • Monitor and direct their MEMBERS Financial Services and MemberCONNECT program
  • Access data from a variety of sources
  • View data in report or chart format
  • Trend key credit union metrics
• Product Requirements: Must be active in MEMBERS Financial Services and/or MemberCONNECT program
• Typical user: CEO/president, credit union/CUSO program managers/champions
• See instructions to access the resource

Membership File Upload 

• Ensures a secure transfer of member data to CUNA Mutual
• Product Requirements: Can be used with various member products
• Typical user: Member marketing or operations personnel
• See instructions to access the resource

Employee Benefits

Benefits For You

This resource is available for any user with CUNA Mutual Benefits.

• An easy way to manage all your CUNA Mutual benefits including:
  • Retirement plans
  • Flexible spending accounts
  • Life
  • Disability
  • Medical insurance
• Extensive resources available to help you:
  • Enroll for the first time
  • Change elections
  • Retire
  • Administer information for others
  • Learn about the latest benefits-related trends and information
• Product Requirements: Investment Advisory Services
• Typical User:  Credit union employees and plan administrators
• View a demo  
• See instructions to access the resource