Customer Appreciation Plan

• We handle all program administration with no cost to the financial institution. Additionally, you will earn fee income by participating in our Customer Appreciation Plan.
• Provides your Mortgage and DDA customers with $3,000 of Free Accidental Death and dismemberment insurance as a way of thanking them for their business. This program has proven successful in expanding the relationship between the financial institution and customer, which increases customer retention.
• Insurance benefits are popular in the banking community. Many institutions currently have insurance agencies as an extension of the bank to provide additional services to their customers. This program is an added extension of your current portfolio of products.
• We understand and share the concerns in protecting customer privacy. Our Customer Appreciation Plan has a privacy promise that has the flexibility to work within your institutions privacy statement.
• We can support your systems to have customers opt out of information exchanges.
• Forward all requests to opt out directly to your processing source.
• Ability to dedupe files of customers who do not want solicitations sent to them or have multiple accounts at your institution.
• Customer information is never shared with any other marketing group. Financial institution customers only receive two notices to participate in this offer. If they elect not to participate there is no further contact to the customer.