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About Us
Credit Unions First, a Credit Union Service Organization, is created by individuals that have a combined 90 years’ experience in Collateral Protection plans.
Knowing that Insurance Companies and TPA’s have profited from Credit Union’s CPI plans since inception of the product they pulled together to turn this around so that the Credit Unions can keep more dollars on their books and benefit from some of the underwriting profits that the Insurance Companies enjoy. Provided transparency through a 24/7/365 performance dashboard so that there are no surprises. Manage your claims and post new reserves.
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.
Contact us now if you want more control and say in your Collateral Protection Plan.
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
Experience New Non-Interest Income and Post New Reserves now. Contact us if you want more control and say in your Collateral Protection Plan, contact us.
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.
Daniel 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 of Training and 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.
CEO
Melanie Munsey
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.
CSO
Daniel Daggett
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.
Co-Founder
Jon Jorgenson
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.
Co-Founder
Jeff Steinke
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.
