1. Benefits Plus Overview
A group auto and home insurance program for associations

2. A partnership that is mutually beneficial
Association
Name
Agency Name
Travelers

3. Personal insurance to meet individual needs

4. Why Travelers?
Industry leader with over 5 million auto and home insurance policies
30+ years experience doing group auto and home insurance programs for leading credit unions
Member confidence in Travelers’ strong brand recognition
Unparalleled property casualty claims service with over 8000 claims staff
Financial stability: A+ rated by A.M. Best

5. Advantages for the Association
No direct cost. Travelers pays all program costs
Travelers and Agency handle all administration so you can focus on critical strategic tasks
Helps attract & retain residents & shows your commitment to them by helping them get excellent coverage from local insurance experts
Another protection for the association: the more insured the residents are, the better protected you are in case of a large loss

6. Advantages for the Residents
Special program rates
Free, easy insurance check-up by a local agent
Access to many brand name insurance carriers
Quotes by phone, mail or fax
Convenient payment options
No Down Payments or EFT service charges
24 hour claims by phone or Internet
Participation is voluntary

7. Proven Communications Plans
Our customized awareness plan may include:
Articles in newsletters on safety and other topics
Inserts for billing statements or other resident communications
Pamphlets in new resident packets
Brochures and posters
reminders
Customized Intranet information
On-site awareness events
Other items you suggest

8. Enrollment is easy
Residents become aware of the program via the communication plan
Easy access to Agency’s licensed insurance counselors
Residents receive quotes by phone, mail, or fax to the agency
Coverage can begin immediately
Enrollment any time of year

9. Claim service you can depend on
Toll-free, 24-hour claim reporting
Online claim status information
Mobile catastrophe teams on-site in 24-hours of disaster
Countrywide service:
8300 claim personnel nationally
42 major national claim centers
Local adjusters & state-of-the-art technology
1500 pre-approved body shops and 3000 auto glass repair locations
Monthly customer surveys on service quality

10. Travelers’ Role Coordinating overall program
Developing resident communication pieces
Providing competitive products
24-hour claim handling
Providing feedback about resident participation

11. Agency’s Role Professional quoting, counseling and enrollment services
Providing oversight of the program
Acting as the liaison between the Association and Travelers

12. Association’s Role Support of the communication efforts
Provide feedback to enhance the program

13. We recommend this valuable benefit for your members.
Association Name
Let’s work together
to make it happen.