We Have A Strong Background

A trusted partner of financial institutions across the country for twenty years, we make the business of growing affinity and net-income straightforward and successful.

We Love Details

Institution Solutions'' technology platform taps your member data along with third party data to target life milestones and buying patterns. Solicitations are personalized, timed and targeted.

We Use Latest Technologies

Our expertise can help you develop systems - from highly sophisticated enrollment engines to fully-customizable mailing forms while allowing you to monitor the results within your personalized partner portal.

We Love to Code

We speak C++\, CLI, ASP, CSSX, XSL, T-SQL so you don’t have to.

We Are Extremely Flexible

Lead generation, marketing materials and analytics all fit your work flow. Members get branded offers, shop from your insurance website, talk with licensed agents and customer service reps all using your name

We Will Support You

Institution Solutions manages all aspects of your insurance agency. We’ll create a CUSO or integrate with your existing CUSO. We’ll manage regulatory issues, warehouse your data and market your programs.

The Process We Follow

Your members are your livelihood

Like your competitors, your mission and your challenge is to continually seek ways to create added value for your members - from enhanced checking and competitive car loan rates to affinity programs like identity theft.

By partnering with Institution Solutions, you can offer your members and their families access to innovative programs and invaluable insurance services designed to secure their livelihood and that of their loved ones. These high quality programs serve as a powerful member retention tool for your organization and open the door to additional revenue streams that can increase over time - at little to no cost to you.

Watch the video to learn more about how we can help.

What We Offer

  • Support
  • Seamless Integration
  • Predictive Analytics
  • End-to-End Deployment
  • Net Income Growth
  • Deepened Member Affinity
  • Improved Member Retention

Why Choose Us

Institutions Solutions is a trusted industry leader providing solutions for Credit Unions and their members since 1996. Through the Credit Union space, Institution Solutions has built a standard of excellence in insurance, technology, and customer service. We will continue to leverage that success and focus on providing the best products and service to everyone, while keeping the high expectations of customer service that is so important to our partners and their members.

Contact Us

Very Impressed!

In a marketplace that presents a number of challenges to market and service affinity group insurance programs. Prudential has been very impressed with Institution Solutions' people and administrative capabilities. More importantly, Institution Solutions has demonstrated their ability to deliver attractive products, great services, and significant financial results to their clients. We are excited to be working with institution Solutions to serve the affinity market.

- John Kelly, Association Sales Manager
Prudential Insurance of America

Exceeding Our Needs!

We have been working with Institution Solutions for number of years, as the provider of our AD&D insurance program. Institution Solution is a company that understands our service relationship with our membership and conveys the same level of care and service that our own employees provide. At every level of their organization, we have found a high commitment to meeting or exceeding our needs and expectations in delivering financial products and services to our membership.

- John Dallahan, VP of Financial Services
Security Service Federal Credit Union