1. what is credit union auto club? the newest invest in america program created exclusively for...

22
1

Upload: marshall-spencer

Post on 22-Dec-2015

219 views

Category:

Documents


3 download

TRANSCRIPT

Page 1: 1. What is Credit Union Auto Club? The newest Invest in America program Created exclusively for credit union members Provides unparalleled service and

1

Page 2: 1. What is Credit Union Auto Club? The newest Invest in America program Created exclusively for credit union members Provides unparalleled service and

What is Credit Union Auto Club?• The newest Invest in America program• Created exclusively for credit union members• Provides unparalleled service and unprecedented value in roadside

assistance– From little incidents like being locked out of a vehicle to bigger troubles like needing a

tow truck, Credit Union Auto Club keeps members moving on the road

• Members are covered in any non-commercial vehicle they travel• Professional customer service team 24/7/365 to assist members

– Nearly 38,000 service providers across the U.S. and Canada

• Credit Union Auto Club is powered by Auto Knight Motor Club, a wholly owned company of Fortegra Financial– Fortegra Financial is a NYSE listed company headquartered in Jacksonville, FL with a 40

year unblemished record of service delivery and claims payments

• Credit unions are eligible to receive marketing reimbursements when members purchase memberships in Credit Union Auto Club

2

Page 3: 1. What is Credit Union Auto Club? The newest Invest in America program Created exclusively for credit union members Provides unparalleled service and

Plan Benefits

3

Service Description Benefit

Emergency Roadside Assistance Service call to member’s disabled vehicle including; tire change, jump start, fuel, breakdown, mechanical impairment

INCLUDED – SIGN AND DRIVEUp to $75.00 benefit maximum

Emergency Tow and/or Extrication

Service call to tow and/or extricate member’s disable vehicle. 10 mile tow range or up to maximum benefit.

INCLUDED – SIGN AND DRIVEUp to $75.00 benefit maximum

Emergency Lockout Serviceperson or locksmith service call to open locked vehicle INCLUDED – SIGN AND DRIVEUp to $75.00 benefit maximum

Flat Tire Repair Flat tire repair expense Up to $15.00 benefitReimbursed expense

Fuel Delivery Service Delivery of fuel to member’s vehicle, fuel charges apply Up to $15.00 benefitReimbursed expense

Emergency Ambulance Service Ambulance fees to transport member from vehicle accident to hospital Up to $150.00 benefitReimbursed expense

Travel Interruption Protection Lodging or journey continuation while your car is being repaired or if your car becomes disabled more than 100 miles from home.

Up to $300.00Reimbursed expense

Map Service Member contacts customer service and requests maps showing the best route to any destination in the U.S. or Canada

FREE

Traffic Court Defense Fees paid to your attorney to defend you in court on traffic ticket $100.00Reimbursed expense

Legal Fees Fees paid to your attorney to collect for damage and/or personal injuries sustained by you in a car accident

$100.00Reimbursed expense

Page 4: 1. What is Credit Union Auto Club? The newest Invest in America program Created exclusively for credit union members Provides unparalleled service and

Plan Pricing

4

Each plan price is for a 12-month period with automatic renewal option

Plan Type Price

Individual $47.00

Individual + 1* $58.00

Family (up to 4)* $69.00

Family +1 (up to 5)* $80.00

Family +2 (up to 6)* $91.00

*Drivers residing in the same household. Drivers are covered in any vehicle they travel.

Family plans offer the best value!

Page 5: 1. What is Credit Union Auto Club? The newest Invest in America program Created exclusively for credit union members Provides unparalleled service and

Plan Comparison

Plan AAA (Standard)Credit Union

Auto ClubIndividual (Annual) $51.00 $47.00Individual + 1 $77.00 $58.00Family Plan (up to 4 people) $129.00 $69.00Family Plan (up to 5 people) $155.00 $80.00Family Plan (up to 6 people) $181.00 $91.00Sign Up Fee $15.00 $0.00

Benefits Emergency Road Assistance – tire change, jump start, fuel, mechanical impairment Included IncludedFuel Delivery Service At Cost of Fuel At Cost of Fuel

Emergency Tow or extrication/winchingIncluded

tow up to 5 milesIncluded

tow up to 10 miles Travel Interruption Protection Up to $600 Up to $300Limited Legal Fee Reimbursement Up to $500 Up to $200

Vehicle Lock-OutIncluded

Up to $50 benefitIncluded

Up to $75 benefitTravel Materials (Maps) Free FreeEmergency Ambulance NA $150

5

Page 6: 1. What is Credit Union Auto Club? The newest Invest in America program Created exclusively for credit union members Provides unparalleled service and

Member Experience

6

* Payment options include credit union debit and credit card

Member is directed to the LMCU Auto Club

page.

Member enrolls online via credit union

marketing efforts.*

Member receives PDF of temporary

membership card on screen.

Membership kit with membership card and welcome letter arrives

in 5-7 days.

Member utilizes benefits as necessary.

Auto renewal email sent 30 days prior to expiration. Plan will

auto-renew unless they cancel.

Page 7: 1. What is Credit Union Auto Club? The newest Invest in America program Created exclusively for credit union members Provides unparalleled service and

7

LMCU Landing Page

Page 8: 1. What is Credit Union Auto Club? The newest Invest in America program Created exclusively for credit union members Provides unparalleled service and

8

Credit Union Auto Club Microsite

Page 9: 1. What is Credit Union Auto Club? The newest Invest in America program Created exclusively for credit union members Provides unparalleled service and

Membership Card/Welcome Kit

• Members will receive a temporary PDF membership card on screen immediately following enrollment

• Members will receive their welcome kit within 5-7 business days after initial enrollment

• Welcome kit includes– Welcome Letter– Membership card– Terms and Benefits document– Invest In America program insert

9

Page 10: 1. What is Credit Union Auto Club? The newest Invest in America program Created exclusively for credit union members Provides unparalleled service and

10

Marketing Reimbursements• Enrolled credit unions are eligible to earn $5 - $9 per membership

– The marketing reimbursement is paid annually – December of each calendar year– Membership renewals eligible for marketing reimbursements

• Credit union enrollment form is located in the Partner Center at http://www.lovemycreditunion.org/Credit-Union-Enrollment-Forms-147.html on the Love My Credit Union website

• Access to FREE turnkey marketing materials• The program can also be used as a value add offering when closing auto

loans, and as an incentive to your members for using other core products and services

Member Price - Individual

Member Price - Individual + 1

Member Price – FamilyUp to 4

Member Price – FamilyUp to 5

Member Price – FamilyUp to 6

Member Price $47 $58 $69 $80 $91Credit Union Marketing Reimbursement $5 $6 $7 $8 $9

Page 11: 1. What is Credit Union Auto Club? The newest Invest in America program Created exclusively for credit union members Provides unparalleled service and

11

Member Enrollment Tracking

Page 12: 1. What is Credit Union Auto Club? The newest Invest in America program Created exclusively for credit union members Provides unparalleled service and

Credit Union Enrollment

12

Page 13: 1. What is Credit Union Auto Club? The newest Invest in America program Created exclusively for credit union members Provides unparalleled service and

Enrollment Overview Page

13

Page 14: 1. What is Credit Union Auto Club? The newest Invest in America program Created exclusively for credit union members Provides unparalleled service and

Credit Union Enrollment Form

14

Page 15: 1. What is Credit Union Auto Club? The newest Invest in America program Created exclusively for credit union members Provides unparalleled service and

Marketing RequirementsCredit unions that enroll and actively market the program to their members will be eligible to receive marketing reimbursements

Member CommunicationsComplete one of the member communications items listed below each quarter for four quarters within a 12 month period and ongoing quarterly thereafter:

Ongoing MarketingUtilize the following marketing materials within 30 days of enrollment and ongoing thereafter:

• Place banner or link on website within 30 days of enrollment and ongoing thereafter– Suggested locations: Auto loan page, discount page, insurance page, etc.

• Utilize lobby materials within 30 days of enrollment and ongoing thereafter – Take ones, lobby posters, digital

15

• Quarterly statement inserts/E-statements• Direct mail promotion piece• Email marketing campaign• Newsletter article

• Additional Options - Use any/all of the social media tactics below to supplement quarterly requirements and can be used to fulfill one quarterly requirement per year:

– Face Book, Twitter, Blog

Page 16: 1. What is Credit Union Auto Club? The newest Invest in America program Created exclusively for credit union members Provides unparalleled service and

Promotional Opportunity• Auto Loan Promotions are easier and more affordable with

Credit Union Auto Club!– Driving Auto Loans– New Membership Welcome– Employee Rewards

• Through a specially built portal, your credit union can purchase up to 100 Credit Union Auto Club memberships, in one transaction, at a savings of $10 off the member price

• Plus, you'll still earn marketing reimbursement funds with each membership purchase -- for a combined savings of between 20%-24%

16

Page 17: 1. What is Credit Union Auto Club? The newest Invest in America program Created exclusively for credit union members Provides unparalleled service and

17

Credit Union Auto Club Promotional Pricing

• Buying your promotional memberships is an easy five step process:• Log into the Invest in America Partner Center• Click on Credit Union Marketing Materials• Click on Credit Union Auto Club Marketing Materials• Go to the Credit Union Auto Club Promotional Membership Enrollment portal• Enter each member's information, up to 100 at a time, and pay by credit or debit cardAs you plan your next promotion or your 2014 marketing plan, make sure to include Credit Union Auto Club discounted memberships to help drive interest.

Member Price – Individual

Member Price - Individual + 1

Member Price – FamilyUp to 4

Member Price – FamilyUp to 5

Member Price – FamilyUp to 6

Member Price $47 $58 $69 $80 $91Credit Union Promotional Price $37 $48 $59 $70 $81Credit Union Marketing Reimbursement $5 $6 $7 $8 $9

Page 18: 1. What is Credit Union Auto Club? The newest Invest in America program Created exclusively for credit union members Provides unparalleled service and

18

Promotional Enrollment Portal

Page 19: 1. What is Credit Union Auto Club? The newest Invest in America program Created exclusively for credit union members Provides unparalleled service and

19

Promotional Best Practice

Page 20: 1. What is Credit Union Auto Club? The newest Invest in America program Created exclusively for credit union members Provides unparalleled service and

20

Promotional Best Practice

Page 21: 1. What is Credit Union Auto Club? The newest Invest in America program Created exclusively for credit union members Provides unparalleled service and

Summary

• Comprehensive roadside assistance benefits for your members–Unparalleled service, unprecedented value– “always here when you need us”

• Great promotional opportunity• Credit unions to earn marketing

reimbursements

21

Page 22: 1. What is Credit Union Auto Club? The newest Invest in America program Created exclusively for credit union members Provides unparalleled service and

22

Contact Information

Please contact your National Business Consultant or League Representative with questions/feedback.

-or-Drew CookCU Solutions GroupDirect: [email protected]