Unique Solutions

We work with credit unions nationwide that total more than $80 billion in assets. We have developed unique solutions for each credit union including:

  • Bond
  • Directors and Officers
  • Plastic Card
  • Property and Casualty
  • Workers' Compensation
  • Privacy Liability
  • Lending and Collateral Protection
  • Employee Benefits
  • Retirement Solutions

Role and Advantages of a Broker

  • Independent insurance experts acting as the credit union's risk advisor and advocate
  • Not tied to one option/market: develops alternatives, brings market leverage
  • Understands coverage: good, bad, and its appropriateness
  • Negotiates price, terms, and policy language
  • Assists with claims

Our Practice Approach

Our role is to work with you to help identify, assess, and manage your risk, not just place your insurance.  Lockton not only knows the insurance market, but can offer specific solutions for credit unions. You will have an expert guiding you through the process, resulting in greater assurance that you have a superior product and one that is tailored exactly to fit your risk profile and preferences.

Reasons to Perform a Review

  • Fiscal prudence
  • Increased Board responsibilities and questions
  • Increased/changing risk drives
  • Lack of internal resources to conduct an independent, holistic risk profile analysis
  • Fiduciary duty to your members and/or regulator

Corporate Central

Corporate Central Members, click here.

Corporate One

Corporate One Members, click here.

Discover more Insights & Publications  |  Read more in the Lockton Newsroom  |  See our Client Stories
Discover more Insights & Publications
Read more in the Lockton Newsroom
See our Client Stories