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

A partnership that is mutually beneficial Association Name Agency Name Travelers

Personal insurance to meet individual needs

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

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

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

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 E-mail reminders Customized Intranet information On-site awareness events Other items you suggest

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

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

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

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

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

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