Organization Name: Leavitt Group

NACUSO Membership: Standard

Year Formed: 1952

Description of Your Services: We are a national insurance brokerage that partners with credit unions to form and operate successful insurance agency CUSOs. Credit unions guide members on their financial journey. Likewise, Leavitt Group serves as trusted advisors to clients, guiding them to the right insurance carrier and coverage—under the credit union brand. Leavitt is uniquely equipped to provide the infrastructure, expertise, carrier relationships, and technology platforms to enable a credit union insurance offering for both personal and business insurance.

Why should a credit union use your services?: Credit unions that partner with Leavitt Group can create an additional revenue stream by profitably providing members with embedded property & casualty (P&C) insurance advisement and service. This insurance offering enhances the credit union brand experience among members and elevates member retention. We collaborate with credit union branches and departments to ensure the CUSO realizes its full potential in terms of member value and credit union revenue. Our desire is to establish with your credit union a mutually beneficial, long-term partnership of success.

Are You a CUSO?: No

Are there investment opportunities for credit unions?: Yes

Business Model Other: Jointly owned insurance agency CUSO.

Are you currently seeking additional users/customers?: Yes

Do you offer discounts or other benefits for NACUSO Members?: No

Website Link: https://www.leavitt.com/affiliation

Additional Information:

We help enhance your member’s insurance buying journey:

• Embedded insurance and digital, consumer-directed buying options
• Experienced, independent agent advisement
• Best-in-class member service
• Use of multiple communication channels for member convenience
• Extended hours to better serve members
• Custom auto and property comparison raters white-labeled to the credit union brand
• Regular touch-points to insurance customer members, including annual reviews and cross selling messages

For an example of a white-labeled insurance experience, please visit Mountain America Insurance Services at https://www.macu.com/insurance. To see the Mountain America auto rater, visit https://auto.maisagency.com/getting-started.