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Online Services Catalog

Online Services Catalog

This page contains a complete listing of online secured services and applications available to CUNA Mutual Group policyholders.

 

Claims

Business Auto

Selecting CU Protection Notice of Loss on the Services & Roles page will give you access to the following: 
 
Business Auto Notice of Loss
Use to report a loss for owned auto, non-owned auto, repossessed auto, etc.
   
Typical user: Claims Specialists, Credit Union Managers, Risk Managers

Fidelity Bond

Selecting CU Protection Notice of Loss on the Services & Roles page will give you access to the following: 
 
Fidelity Bond First Notice of Loss 
  Use to report a loss under your Fidelity Bond (such as robbery, electronic crime, funds transfer, counterfeit share drafts, employee fraud, etc.)
   
Fidelity Bond Proof of Loss
  After a Fidelity Bond First Notice of Loss has been submitted, use this form to finalize a claim (if requested by claims adjuster).
 
Fidelity Bond Fraudulent Deposit/Forgery or Alteration First Notice of Loss
  Use to report a loss resulting from fraudulent check deposits, forgery, or alteration
 
Affidavit of Forgery
   To be completed by the person alleging the forgery.
   
Typical user: Claims Specialists, Credit Union Managers, Risk Managers

Collateral Protection

Selecting CP Claims Notice of Loss on the Services & Roles page will give you access to the following:
 
Collateral Protection (CP) First Notice of Loss
  Use to report a Collateral Protection physical damage, skip, or combined expense loss.
 
Collateral Protection (CP) Non-Filing of Instrument Loss
  Use to report a Collateral Protection Non-Filing of Instrument loss
 
Hold Harmless Agreement
  A one time blank Hold Harmless agreement for Collateral Protection Skip claim.
   
Typical user: Claims Specialist, Lending Personnel

Cyber & Security Incident (CSI)

Selecting CU Protection Notice of Loss on the Services & Roles page will give you access to the following: 
 
Cyber & Security Incident (CSI) Loss
  Use to report exposures related to cyber or internet operations or compromises of confidential data.
   
Typical user: Claims Specialists, Credit Union Managers, Risk Managers

Guaranteed Asset Protection (GAP)

Selecting GAP Web Notice of Loss on the Services & Roles page will give you access to the following: 
 
Guaranteed Asset Protection Notice of Loss
  Use to report a loss for GAP, GAP Plus Only, or GAP/GAP Plus.
   
Typical user: Claims Specialists, Lending Personnel

Credit Claims (Online Lending)

Selecting Credit Claims File Transfer on the Services & Roles page will give you access to the following: 
 
Credit Claims File Transfer
  Use to transfer claims reports between CUNA Mutual Group and credit unions.
 
  •  All files are encrypted, have virus scan, and are protected from unauthorized access
 
Selecting Credit Claims Online (credit disability, credit life, debt protection, large loan protection, home mortgage protection, loan protection, life savings, etc.) on the Services & Roles page will give you access to the following:
 
 Claims Online - Credit Life
   Use to file your Credit Claims online.
   
   
Typical user: Claims Specialist, Lending Personnel

 

Management & Professional Liability (MPL)

Selecting CU Protection Notice of Loss on the Services & Roles page will give you access to the following: 
 
Management & Professional Liability (MPL) Loss
  Use when your credit union is served with a lawsuit, receives a written demand for damages, EEOC complaint or HRD complaint.
   
   
Typical user: Claims Specialists, Credit Union Managers, Risk Managers

Plastic Card

Selecting CU Protection Notice of Loss on the Services & Roles page will give you access to the following: 
 
Plastic Card Claims
  Use to report first notice of loss of an unauthorized use of a member's plastic card or plastic card number as well as credit union compromise reports, loss prevention, etc. 
   
   View the Plastic Card Customer Care Demo
   
Typical user: Claims Specialists, Credit Union Managers, Risk Managers

 

Property & Business Liability (PBL)

Selecting CU Protection Notice of Loss on the Services & Roles page will give you access to the following: 
 
Property & Business Liability (PBL) General Liability Loss
  Use to report a property loss including ATMs, buildings, personal property, data processing, etc.
   
Real Estate Mortgage Operations / Mortgage Recording Loss
  Report a real estate mortgage operations or mortgage recording loss for all states.
   
   
Typical user: Claims Specialists, Credit Union Managers, Risk Managers

Claims History / Status

Selecting Claims History/Status on the Services & Roles page will give you access to the following: 
 
Claims History/Status Reports
  Use to access claims history reports for up to five years of loss data. Provides the ability to see trends by loss type subtotaled by policy, coverage, and year. Status of pending claims is also available.
   
Typical user: Claims Specialists, Credit Union Managers, Risk Managers

 

Insurance

Collateral Protection

The following resources are available to our Collateral Protection policyholders.
 
Selecting Blanket Single Pay Premium on the Services & Roles page will give you access to the following: 
 
Collateral Protection Blanket Single Pay Premium
Provides insurance coverage for the credit union against uninsured comprehensive or collision loss to the property.
   
  Use to calculate and submit your Blanket Single Pay premium each month. If using WebEFT, the payment is automatically applied.
   
Selecting Immediate Issue on the Services & Roles page will give you access to the following: 
   
Collateral Protection Immediate Issue
Pays for direct, sudden and accidental comprehensive or collision loss to the property. The date of loss must occur during the term of an individual certificate.
   
  Use to calculate premium and force place Immediate Issue Physical Damage Coverage on a member’s loan. If using WebEFT, the payment is automatically applied.
   
Selecting Reports on the Services & Roles page will give you access to the following:
   
Collateral Protection Reports
   
  Create, filter, view, search, and export management reports online.
   note: Reports are available the day after your credit union's processing cycle.
   
Selecting View Your Bills on the Services & Roles page will give you access to the following:
 
 Collateral Protection View Your Bills
   
  View and manage all settled and unsettled bills online, answer billing questions, and/or investigate other monthly billing discrepancies.
   
   
Typical user: Lending Personnel

Credit Union Protection

The following resources are available to our Credit Union Bond and/or Package of Protection policy holders.
 
Selecting Bondability on the Services & Roles page will give you access to the following: 
 
 Employee Bondability
  Submit employee bondability verification requests and view bondability status information for potential staff, directors, and committee members. Results are available immediately and saved for 30 days.
   
Typical user: Human Resources Staff
   
Selecting CU Insurance Review on the Services & Roles page will give you access to the following: 
   
Credit Union Insurance Review 
  Access and review limits, deductibles, and premiums related to the following coverages:
 
  • Fidelity Bond
  • Business Auto
  • Plastic Card
  • Management & Professional Liability
  • Property & Business Liability
   
Typical user: Credit Union Manager, Risk Manager
   
Selecting Required Renewal Questionnaire on the Services & Roles page will give you access to the following: 
   
Credit Union Protection Renewal Questionnaire
  Share key risk and corporate information to ensure protection for your credit union for the upcoming year. 
* Should be completed 120 days prior to renewal.
   
Typical user: Credit Union CEO, Credit Union Manager

Policy Applications / Coverage Changes

The following resources are available to our Credit Union Bond and/or Package of Protection policy holders.
 
Selecting Protection Resource Center on the Services & Roles page will give you access to the following: 
 
Application Foreclosure
  Use to insure and provide property and liability coverage for the premises foreclosed upon.
   
Builder's Risk Application
  Use to provide coverage on buildings while under construction or undergoing renovation.
   
Certificate of Insurance Request
  Use to request proof of insured's coverage a to a third party (Certificate Holder)
   
Flood Insurance Quote Request
  Use to request a quote for Flood Insurance.
   
Location Change Request
   Use to modify Property & Business Liability Policy coverage and insured locations
   
Typical user: Credit Union Manager

Risk Management

It’s a simple concept: minimize risk and maximize reward. But in a world of evolving risks, it’s difficult to stay on top of every safeguard necessary to protect your credit union and provide members the protection they deserve.

Risk Assessment

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
  • Current online risk self-assessments include Disaster Protection and Electronic Commerce
  • Product Requirements: Credit Union Bond and/or Credit Union Package of Protection policyholder

Typical User: Credit union CEO/manager, risk manager



 

 

 

Lending Payment & Protection

Credit Insurance

The following resources are available to our Credit Insurance products policyholders.
 
Selecting Credit Insurance Data Upload on the Services & Roles page will give you access to the following: 
   
Credit Insurance Data Upload
  File upload utility for Credit Insurance member certificate data.
   
Selecting MEMBER'S CHOICE Protection Premium on the Services & Roles page will give you access to the following: 
 
 Member's CHOICE Premium Payment
  Submit premium payments for Debt Protection, Monthly Premium Credit Disability / Credit Life Insurance, and Loan Protection / Life Savings.
   
  View premium detail history, and apply for premium refunds for Single Premium Credit Disability and/or Credit Life Insurance.
   
Typical user: Lending Personnel

Guaranteed Asset Protection (GAP)

The following resources are available to our Guaranteed Asset Protection Contractual Liability policyholders.
   
Selecting GAP Secure File Transfer on the Services & Roles page will give you access to the following: 
 
Guaranteed Asset Protection (GAP) Secure File Transfer
  Use to post GAP member contract information files to CUNA Mutual Group as an alternative to the loanliner.com Protection Adviser tool.
   
Selecting GAP Cancellation on the Services & Roles page will give you access to the following: 
   
Guaranteed Asset Protection (GAP) Cancellation
  Use to cancel a GAP member contract online.
   
Selecting loanliner.com on the Services & Roles page will give you access to the following:
   
GAP/MRC Quote
   Create, search, or view reports for an GAP/MRC Quotes.
   
Typical user: Lending Personnel, Information Technology Personnel

Mechanical Coverage Repair (MRC)

The following resources are available to our Mechanical Repair Coverage policyholders.
 
Selecting MRC Cancellation on the Services & Roles page will give you access to the following: 
 
MRC Cancellation
  Allows you to cancel a MRC policy online.
* Please allow 6 to 8 weeks for cancellation to be processed.
 
Selecting loanliner.com on the Services & Roles page will give you access to the following:
   
GAP/MRC Quote
   Create, search, or view reports for an GAP/MRC Quotes.
   
Typical user: Lending Personnel

Mortgage Payment Protection

The following resources are available to our Mortgage Payment Protection policyholders.
 
Selecting Mortgage Payment Protection Quote & Enroll on the Services & Roles page will give you access to the following: 
 
 Mortgage Payment Protection (MPP)
   
  Use to quote, apply, and enroll in the Mortgage Payment Protection product or to refer members to a sales agent
   
Typical user: Lending Personnel

participation Tracking

The following resources are available to our Payment Protection products policyholders.
 
Selecting Participation Tracking  on the Services & Roles page will give you access to the following: 
   
Participating Tracking Reporting
  On-demand performance reports provide lender-level data, overall program results and peer comparisons for your credit union’s payment protection participation results.
   
Selecting Participation Tracking Upload on the Services & Roles page will give you access to the following:
   
Participation Tracking Upload
  Use to submit payment protection participation tracking data for reporting in the Participation Tracking Reporting service.
   
Typical user: Lending Personnel

Payment Protection

The following resources are available to our Payment Protection products policyholders.
 
Selecting Payment Protection Secure File Transfer  on the Services & Roles page will give you access to the following: 
   
 Payment Protection Secure File Transfer
  Ensures the safe transfer of premium information between CUNA Mutual Group and credit unions for Credit Insurance products.
   
Selecting Payment Protection Client Application on the Services & Roles page will give you access to the following:
   
Payment Protection Client Application
  Upload month-end data file for calculation through CUNA Mutual Group’s calculation engine.
   
Typical user: Lending Personnel

Lending Resources

The following resources are available to our Lending products policyholders.
 
Selecting CU Navigator Management Reports  on the Services & Roles page will give you access to the following: 
   
CU Navigator - LDP
  Review program results and non-interest income information for Lender's Development Program.
   
Selecting LDPZone on the Services & Roles page will give you access to the following:
   
LDP Zone
  An interactive, online community providing you with lending training and education, as well as connecting you with lending professionals across the country.
   
Selecting Lending Resource Center on the Services & Roles page will give you access to the following:
   
Lending Resource Center
  Product information, member-facing marketing materials, compliance resources, real-time compliance alert(s) to help credit unions make the most of every lending opportunity.
   
 Advertising Compliance Review
   Use to submit a custom Advertisement for compliance review.
   
Typical user: Lending Personnel, Compliance Officer



Loanliner.com

loanliner.com®

The following resources are available to loanliner.com customers.
 
Selecting loanliner.com on the Services & Roles page will give you access to the following: 
 
Loanliner.com Reports
  View GAP/MRC counts and online lending activity reports.
   
Loanliner.com Records
  View submitted loans, access protection adviser and reporting.
   
Typical user: Lending Personnel

 

Finance

WebEFT

The following resources are available to CUNA Mutual Group Insurance policyholders including its affiliates and subsidiaries..
 
Selecting WebEFT on the Services & Roles page will give you access to the following: 
 
WebEFT

Set up and view electronic transfers of claim payments and insurance premium payments.
  • Claim payments
  • Insurance premium payments
  • Miscellaneous transactions
   
Electronic Settlement Authorization
  Use to setup and authorize Automated Clearing House (ACH) accounts for Electronic Settlement.
   
Typical user: Credit Union Personnel

 

Retirement Solutions 

Benefits For You

The following resources are available to our Investment Advisory Services customers.
 
Selecting Benefits For You on the Services & Roles page will give you access to the following: 
 
 Benefits For You
 

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
   
Typical user: Credit Union Employees, Plan Administrators



TruStage Insurance Program

Member Services

The following resources are available to our Member products policyholders.
 
Selecting Membership File Upload on the Services & Roles page will give you access to the following: 
 
 Membership File Upload
  Ensures a secure transfer of member data to CUNA Mutual group.
   
Typical user: Member Marketing, Operations Personnel
   
 The following resources are available to our TruStage Program customers.
 
Selecting CU Navigator Management Reporting on the Services & Roles page will give you access to the following:
   
 CU Navigator Management Reporting
   An online reporting tool that can be used to monitor and direct your TruStage Program.
   Access performance metrics and key trend metrics as report and chart forms.
   
Typical user: Credit Union/CUSO Executives, Credit Union/CUSO Program Managers

TruStage Resource Center

The following resources are available to our TruStage Insurance Program customers.
 
Selecting TruStage Resource Center on the Services & Roles page will give you access to the following: 
 
 TruStage Resource Center
 

Provides tools to market and manage your TruStage Program and product (Life Insurance, Health Insurance, Accidental Death & Dismemberment Insurance,  and Auto & Home Insurance).

Marketing Tools

  • Advertisements, brochures, statement inserts
  • Newsletter articles, on-hold message scrips
  • Campaign builder tips and best practices
  • Internet marketing resources

 

Program Tools

  • Training
  • Member list management tools
  • Program news, mailing calendar
  • Contact list for sales, service, and claims
   
Typical user: Member Marketing, Operations Personnel



Wealth Management

Member Services

The following resources are available to those with a relationship to our MEMBERS Financial Services program and have authorization from the credit union/CUSO.
 
Selecting Compensation Viewer on the Services & Roles page will give you access to the following: 
 
Compensation Viewer
 

Provides tool to access credit union/CUSO compensation reports related to MEMBERS™ Financial Services programs.

Access to detail and summary level reports as well as historic reports,

   
Typical user: Member Services, Credit Union Personnel