Credit Union Insurance Agency Brokerage Set-Up & Deployment
Extend your role as a trusted financial partner with Fortuity’s built-for-you insurance agency solution. Deliver competitive insurance products to your members effortlessly, powered by Fortuity’s turnkey compliance, state licensing, and agent support— no additional staffing or branch infrastructure required.
The Insurance Market Holds Untapped Potential for Credit Unions
Credit Unions offering insurance services typically see a 20–25% revenue lift within the first three years and a 10–30% increase in non-interest income depending on the size of their member base.
Owning the agency means you own the renewals and commissions, creating lasting, recurring revenue - not just referral fees.
The current leading insurance agency outsourcing solution captures less than 1% of the market- and it shows in your profits.
Insurance unlocks one of the most profitable non-interest income streams in financial services— meet the demand head on!
Transform member trust into lasting growth with seamless, ready-to-launch insurance solutions—no heavy lifting required.
A Seamless Extension of Your Credit Union
Our low effort, high impact solution eliminates the barriers of licensing, staffing, and oversight
Fortuity’s Insurance Agency solution includes:
Brokerage & compliance set up
Compliance, multi-state licensing, regulatory support
Access to competitive personal and professional policies from top rated carriers
Insurance carrier connection
Live, branded support available when your members are- including after hours and weekends
Selling to members
Project management
Resolve payment and billing inquiries quickly with our helpful support resources.
Recruiting, hiring & licensing
Fortuity Insurance Academy ensures agents are fully licensed, certified, and equipped to succeed
All of Fortuity’s customer support offerings are designed to drive value, reduce costs, and enhance your operational capacity. Learn more about our Credit Union Insurance Agency Solutions.
Branded Agent Support Available When Your Members Are
Your members deserve more than a call-back. With Fortuity, they get live, knowledgeable licensed agents trained to represent your credit union with care and consistency:
Flexibly staffed to your needs: extended hours, evenings, and weekends.
Real-time, multi-policy quotes with exclusive discounts boost conversion rates by 41%.
On-site, fully engaged teams trained in your credit union culture for consistent, trusted service.
The result: a better insurance experience to deepen member loyalty and retention while maximizing your revenue.
A risk free way to diversify your offerings & your revenue
Keep the profits, not the exposure. Our model is built to maximize your earnings while protecting you from the liabilities typically associated with insurance operations.
The insurance carrier assumes all risk. As with any insurance agency, the carrier retains full responsibility for any losses or CAT (catastrophic) events.
Fortuity covers operational liability. If a licensed agent makes an error or omission, we assume the risk and performance management.
Ready to Transform Your Credit Union Revenue Strategy?
Let’s talk about how Fortuity’s sustainable, measurable results while delivering better services for your members.
Ideas That Strengthen Trust and Drive Growth
Explore insights and strategies for enhancing customer experiences, boosting efficiency, and navigating compliance in financial services and fintech.
