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
As CEO of Credit Union First, Mel brings 30 years of in-depth experience in both the Insurance and Credit Union industry. Her firsthand knowledge is indispensable. She is passionate about Credit Unions and wants to help them by working together to create better programs for the services and products that they already use. In her past position of President of an Insurance CUSO she led three successful mergers and increased income by over 500%. Mel has served as both a Director and Member of a Supervisor Board, so she understands the complexity of your Credit Union.
Dan Daggett
CSO
Dan Daggett has been a Change Agent for his entire 30-year Credit Union career. Having been a Credit Union CEO, CUSO CEO and owner of Daggett Enterprises USA he knows the issues Credit Union and CUSO’s face daily, and he has the knowledge to help address those issues. One of Dan’s strongest qualities is his ability to listen and ask questions to determine a path to find solutions to his client’s needs. At Credit Union’s First Dan will not stop creating Disruptive products and programs that give control back to the Credit Unions he and the CU 1st Team serve.
Emily Jorgenson
Manager, Training & Development
Emily is passionate about empowering others to excel thorough training and communication. She brings a variety of experience in IT Software training, marketing and communication.
Jon Jorgenson
Co-Founder
Jon Jorgenson understands insurance principles and is applying a proven strategy to Collateral Protection Insurance. We created a Cloud-Based Platform to manage the Lender's plan and provide complete transparency of their performance. Both components (strategy and platform) allow Financial Institutions more opportunity and control of their Collateral Protection Plan.
Jeff Steinke
Co-Founder
Jeff Steinke is a strategic business expert with over 35 years of experience in the automotive industry. He’s made a name for himself by partnering with dealerships and working companies, like Cancellation Management and Vantage², allowing him to use his experience to assist his clients. His companies focus on providing effective strategies and execution of products and services to financial institutions and dealerships.
Jeremy Silva
Chairperson
With 20 years of credit union industry expertise, Jeremy Silva serves as the Chief Financial Officer of AMOCO Federal Credit Union. As an integral leader in his field, he oversees all financial reporting, accounting, compliance, risk management, and internal audits for AMOCO. As Board Chair of Credit Unions First, Jeremy develops profitable strategic plans for our partners while considering and advocating for keeping the focus on the interest of those we ultimately serve - the members.
Tony Kitt
CFO
With 35+ years of business experience, Tony is the first President and CEO of Plexcity. The organization, founded in 2015, is a shared-services cooperative and offers back-office services specifically in Financial Management, Information Technology services, and Human Resources/Payroll services. Tony brings highly developed talents as a strategic leader for large, complex organizations and has a reputation as a collaborative change agent and hands-on team builder.
Prior to joining the credit union industry in 2003, Tony was a United States Air Force Officer, and in his 20-year career, he held financial management and command positions at all levels. Retiring as a Lieutenant Colonel, Tony’s last military assignment was as the first CFO for the newly-created US Northern Command, The unified combatant command responsible for homeland defense. Tony earned a Bachelor of Science degree, Business Administration (Accounting & Management) from Northern Arizona University, and a Master of Business Administration from the University of Phoenix.
Tony Kitt
CFO
With 35+ years of business experience, Tony is the first President and CEO of Plexcity. The organization, founded in 2015, is a shared-services cooperative and offers back-office services specifically in Financial Management, Information Technology services, and Human Resources/Payroll services. Tony brings highly developed talents as a strategic leader for large, complex organizations and has a reputation as a collaborative change agent and hands-on team builder.
Prior to joining the credit union industry in 2003, Tony was a United States Air Force Officer, and in his 20-year career, he held financial management and command positions at all levels. Retiring as a Lieutenant Colonel, Tony’s last military assignment was as the first CFO for the newly-created US Northern Command, The unified combatant command responsible for homeland defense. Tony earned a Bachelor of Science degree, Business Administration (Accounting & Management) from Northern Arizona University, and a Master of Business Administration from the University of Phoenix.
Latest News
