1. A win-win member benefit solution for <XYZ Credit Union>
<First & Last Name>
Travelers
<Address>
<City, ST ZIP>
<Phone> | <Fax>
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2. Agenda Why Offer Benefits Plus? Travelers Strengths
Products & Capabilities
How to Get Started
The information in this presentation does not amend, or otherwise affect, the terms, conditions, or coverages of any insurance policy issued by Travelers. The information is not a representation that coverage does or does not exist for any particular claim or loss under any such policy. Coverage depends on the facts and circumstances involved in the claim or loss, all applicable policy provisions, and any applicable law. Availability of coverage referenced in this presentation can depend on underwriting qualifications and state regulations.

3. Why Offer Benefits Plus?
Enhances your products and services without increasing costs
Helps <XYZ Credit Union> members save money on necessary expenses
Increases member satisfaction and loyalty
Easy to implement
Local agency to serve your employees’ and members’ best interests offering free quotes and insurance coverage reviews
Travelers provides communication materials and tools to support program awareness

4. Consider the Facts
Consumers are joining credit unions primarily for auto financing
Benefits Plus makes it easy and convenient to offer auto coverage at special program rates from Travelers to your members
Nearly every <XYZ Credit Union> member needs auto insurance
Benefits Plus offers your members the coverage they need at special program rates
Protection from a financially strong company is especially important in today’s current environment
Travelers is a strong, financially sound company that your members can trust and feel secure about; and, it has more than 150 years of experience in the insurance industry

5. More Reasons to Choose Travelers
Rated “A+” (Superior) by A.M. Best*
Total assets of approximately $105 billion
Total revenue of $25 billion
Shareholders’ equity of $25 billion
No. 106 on the Fortune 500 list of largest U.S. companies
Over 7 million personal insurance policies in force
Over 40 years of auto insurance experience with affinity groups
*A.M. Best’s rating of A+ applies to certain subsidiaries of The Travelers Companies, Inc. that are included in The Travelers Insurance Companies pool; other subsidiaries are separately rated. For a listing of companies rated by A.M. Best and other rating services visit travelers.com. Rating listed here in are as of May 26, 2011, are used with permission, and are subject to changes by the rating services. For the latest A.M. Best ratings, access ambest.com.

6. From Others’ Points of View
“We are focused as much as possible on offering more value for our members. Providing the distinct advantage of special program savings for auto insurance reinforces the value and services a credit union offers over other institutions. It shows our commitment to helping members save money, and it’s making a favorable financial difference on products needed by most members.” – Willis Reed, Director of Insurance Services at CapCom FCU
“I decided to call for a quote just to compare it with the insurance we had been getting for the past 18 years. I was amazed! We ended up switching all our policies – auto, home and umbrella – saving hundreds of dollars. The people we worked with were friendly and gave us great counseling.” – Debra Susca, Travelers Policyholder

7. First-Class Service
Free, no-obligation quotes and coverage reviews from local, licensed insurance agents
Convenient service – agency office, by phone, or online
24/7 claim reporting to a live person
13,000+ claim professionals
More than 7,000 approved auto repair and glass shops
Hassle-free ConciergeCLAIM® service in 47+ locations
Fleet of Mobile Claim Headquarters that travel quickly to disaster areas
Smartphone service apps
9 out of 10 customers who have had a claim with Travelers would refer a friend or relative.

8. Education & Communication
Well-structured education and communication promises the potential for increased loyalty of <XYZ Credit Union> members
Travelers provides communications and our agency will help manage the program
Statement stuffers
Print and electronic brochures s
Posters, flyers
Newsletter articles
We’ll work with you to develop a communication plan and share results

9. How to Get Started
Complete questionnaire and enrollment agreement

10. Next Steps
Questionnaire and enrollment agreement submission to Travelers
Discuss the communications plan that best fits your credit union
Questions?

11. Thank You for Your Interest in Enriching Your Products and Services with the Travelers Benefits Plus Auto Program and Our Agency