Maintain, Monitor & Maximize

TruStage makes it easy for you to manage your program so your members get the right message, at the right time. In just a few minutes, you can help enhance program results for your credit union. If you need help, just ask. We’re here to help you achieve your goals.

Jump to: Maintain | Monitor | Maximize


1. Refresh Your Membership File

The key to a successful marketing program is reaching the right audience. Providing a fresh membership file helps ensure that we're reaching the right members!

First time uploading a file? Review the Instructions for Creating and Uploading a Membership File for guidance. For additional instructions to create or upload your membership file, contact the Data Management team at 800.428.3932, Ext. 684.1160 or email .

As Needed: Suppress Member Names
On occasion, you may have a member who no longer wishes to receive TruStage mailings. To honor those requests, please submit their information using our online tool.

Best Practice: Mark your calendar to send an updated member file at least quarterly.

2. Provide Your Credit Union Logo and Signature

Sender recognition boosts open rates! Help your members quickly identify your credit union by providing your logo and signature graphic for mailings.

Best Practice: For the highest quality, see logo specifications and signature requirements.


3. Track Your Program Results

Track your results to see how your program progresses over time using our CU Navigator reporting tool.

Best Practice: To enhance your results, simply contact us. We’ll consult with you and craft a custom plan that helps you meet your overall goals.


4. Make the Most of Your Program

Use these videos and learning modules to help enhance the effectiveness of your TruStage Program.

TruStage Insurance products and programs are made available through TruStage Insurance Agency, LLC. Life insurance and AD&D insurance are issued by CMFG Life Insurance Company. Auto, and home insurance are issued by leading insurance companies. The insurance offered is not a deposit, and is not federally insured, sold or guaranteed by your credit union.