Our Story
Our Mission
Our Mission is to revolutionize the credit union insurance space by pioneering in-house management solutions that deliver efficiencies, generate new noninterest revenue and elevate the member experience.
Our Why
We believe in the credit union movement. Member ownership is the backbone of the industry and creates a system where its purpose is to help members thrive. We are in relentless pursuit of keeping more money in credits unions and out of the pockets of insurance companies. Credit unions need like-minded organizations in their corner to help them grow through creative, transparent management and compliant insurance solutions. That's why our name is Credit Unions First.
We are thrilled to announce our partnership with AMOCO Federal Credit Union. As a forward-thinking credit union, AMOCO is the first to support Credit Unions First and the credit union industry with a technology-based Lenders Single Interest strategy that keeps more member dollars inside the credit union.
Our Cloud-Based Platform accomplishes the following:
- Manage your new reserves
- Manage your claims
- Manage your plan to your pre-determined loss ratio
- Provides transparency through our 24/7/365 performance dashboard
We are:
Strategic Innovators:
We are always seeking smarter ways to deliver insurance services for credit unions and create new streams of noninterest income.
Cost-Savers:
We are focused on reducing expenses for credit unions and their members — so they keep more on their books.
Experience Enhancers:
We are committed to helping credit unions improve the member experience.
Efficiency Experts:
We are skilled at streamlining processes for maximum benefit.
Member Advocates:
We are protecting members’ interests with every solution we provide.
Collaborative Partners:
We are working closely with credit unions to understand and meet their needs.
We are not:
Outsourced Solutions:
We keep insurance services inhouse for better control, oversight and cost savings.
Cost Indifferent:
We’re vigilant about the financial impact on our credit unions and their members.
One-Size-Fits-All:
We prioritize personalized service over so-called generic solutions.
Process Complicators:
We strive for simplicity and clarity in all we do.
Static Service Providers:
We’re continually adapting and innovating our offerings.
Isolated Operators:
We believe in the power of collaboration for greater success.
Our Team
Melanie Munsey
CEO
Dan Daggett
CSO
Emily Jorgenson
Manager, Training & Development
Jon Jorgenson
Co-Founder
Jeff Steinke
Co-Founder
Jeremy Silva
Chairperson