Individuals Credit Unions
Let’s Partner

Engage more members, generate more opportunities

Create conversations. Build lasting relationships. Drive growth.
Get Your Credit Union's Growth Score
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Member Engagement
Contact Center Partnership
Digital Marketing Services
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Member Engagement

Stay connected to your members

Through proactive outreach and co-branded communications, we keep your credit union top of mind, educate members about your products and services, and generate qualified loan opportunities for your lending team.
  • Fully managed outreach campaigns
  • Productive, consistent member conversations
  • Qualified loan opportunities delivered daily
  • Professional co-branded communications
Contact Center Partnership
Digital Marketing Services
Is your member engagement engine <br/>working at full capacity?

Is your member engagement engine
working at full capacity?

Take our 2-minute assessment quiz to find out.
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A fully managed member engagement program, at no cost to your credit union

Growing member relationships doesn’t have to mean hiring additional staff or creating more work for your team. The Family Security Plan manages every aspect of your Member Engagement program, from outreach and education to personalized member consultations and ongoing communication.

Our model is simple. When members choose optional supplemental insurance through The Family Security Plan, those purchases fund the people, technology, and expertise behind the program.

No program fees. No complicated implementation. Just meaningful member engagement that strengthens relationships and creates new opportunities for your credit union.

How member engagement works

Alignment

We begin by learning about your credit union, member demographics, products, and goals to create an outreach strategy tailored to your organization.

Execution

Our team manages every aspect of outreach, from outbound calling and co-branded communications to digital campaigns and personalized member conversations, so your members stay informed and engaged.

Delivery

Every interaction creates value. Members receive personalized guidance, your lending team receives qualified opportunities, and your credit union gains meaningful insights into member needs.

Protection

When appropriate, members are introduced to affordable supplemental insurance solutions that help protect their financial future while reinforcing the value of their credit union membership.
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Built exclusively for the credit union movement

120,000+
Member conversations annually
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Get your custom engagement score

Take our 2-minute assessment to see how The Family Security Plan can help you increase engagement, strengthen relationships, and drive measurable organic growth.
Start Assessment
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Product Assessment
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What best describes your current life situation?
How old are you?
Are you currently employed?
What is your biggest financial concern if something unexpected happened?
Select all that apply
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Which of these apply to your current situation?
Select all that apply
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How long do you need coverage?
Would you like to cover anyone else in your family?
Select all that apply
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How would you describe your lifestyle?
What matters most to you in an insurance plan?
What weekly budget are you comfortable with for insurance?
Almost there! Where should we send your personalized recommendation?
A Family Security Plan® specialist may also reach out to answer any questions.

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    Coverage Quiz
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    What’s your age range?
    Do you support children, a spouse, or other family members?
    Have you had a big life change lately?
    What best describes your job situation?
    Do you or your spouse work in a high-risk job?
    (for example a firefighter, police officer, construction worker, etc.)
    How long could your household stay afloat if your income stopped?
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    Do you have emergency savings set aside?
    Do you have life or supplemental insurance through work or elsewhere?
    Will your insurance coverage continue if you leave your job or retire?
    Have you reviewed your insurance in the past year?
    Do you have any major debts?
    If something happened to you, could your family maintain their lifestyle?
    Are you concerned about losing income if you couldn’t work?
    What types of insurance are you open to learning more about?
    Select all that apply
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    What’s your monthly budget for coverage?
    Your Insurance Coverage Score is Ready!
    Enter your details below to view your complete results.

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      Credit Union Health Score
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      Credit Union Health
      We innovate from within, embracing needed change with speed and implementing new ideas as part of a formal strategic plan.
      Are your ideas truly inspired from within your team? Does implementation happen, or do great ideas stall between inspiration and execution?
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      Completely disagree
      Completely agree
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      Credit Union Health
      Our third-party relationships are genuine strategic partnerships that advance our long-range and short-term strategies.
      Do your partners bring measurable value beyond their product or service, or do they simply fill a line item in the budget?
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      Completely disagree
      Completely agree
      Next
      Credit Union Health
      Our leadership team holds itself and our teams accountable to clear, measurable goals, and everyone knows the numbers.
      Does the team know what is expected? Do they solve their own problems, or rely on the CEO to come up with solutions? Does everyone know and can recite the credit union's overall goals?
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      Completely disagree
      Completely agree
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      Channels Of Access
      We proactively reach out to our membership through outbound calling, email campaigns, and community outreach rather than waiting for members to come to us.
      Industry data shows only 30% of loan origination comes from proactive channels. Where does your credit union stand? Insurance is 95% proactive: how proactive are you?
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      10
      Completely disagree
      Completely agree
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      Channels Of Access
      Our Business Development Team systematically visits employer groups and intentionally builds lasting relationships with key contacts throughout.
      Is your BD team held accountable to visits and results? Are contacts tracked continuously, not just when a position turns over?
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      Completely disagree
      Completely agree
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      Channels Of Access
      Our online and mobile banking, social media, and email marketing actively generate interest in products and services, pointing members toward educational content and referrals.
      Do you have your own content or do you pull from outside? Is it personalized and segmented by member life cycle, or are you still sending blanket messages to your entire membership?
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      Completely disagree
      Completely agree
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      Channels Of Access
      Our branches and contact center are optimized to educate members and generate meaningful cross-selling results, not just service transactions.
      How is cross-selling measured? Is it consistent across the team, or dependent on a few top performers? Does everyone know the numbers, and are those numbers celebrated?
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      Completely disagree
      Completely agree
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      Member Engagement
      We have a systematic outbound engagement program that builds trust before the call, uses member data to personalize each conversation, and produces measurable results.
      Is it truly systematic, or occasional and one-off? Do you warm up the call with personalized emails first? A program that runs occasionally produces occasional results.
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      Completely disagree
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      Member Engagement
      Our member engagement conversations consistently lead to action - members participating in appropriate products and services - and we track and celebrate those results.
      What is the desired call to action on each engagement, and is it consistently measured? Are the actual results meeting the purpose of the program?
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      Completely disagree
      Completely agree
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      Member Engagement
      We measure the critical metrics of our engagement program - loan conversions, cross-sell results, retention rates - and use that data to make real decisions.
      Can you show the results of your engagement program right now in a report, not an estimate? A program without data is a program running on belief.
      0
      10
      Completely disagree
      Completely agree
      Next
      One last step.
      Your Credit Union Health Report is ready. Enter your information below and a Family Security Plan specialist will be in touch to walk through your results.

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