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CUNA Mutual Group Transitions Employee Benefits Business to Digital Insurance

Digital Benefit Advisors to Provide Expanded Brokerage Options for Credit Unions And Their Employees

MADISON, WI (June 11, 2013) As a means of providing credit unions with a better employee benefits product solution, CUNA Mutual Group today announced it is transitioning its Employee Benefits book of business to Digital Insurance, the nation’s leading employee benefits-only agency. Digital Benefit Advisors (DBA), the largest division of Digital Insurance, will service this business, providing resources, expertise and education to help credit unions prepare for the complexities of health care reform required by the Affordable Care Act.

As part of this transaction, several CUNA Mutual Group Employee Benefits representatives will be joining the Digital team.

The transition builds on a partnership CUNA Mutual Group and Digital forged in February, when the companies announced they were partnering to provide health care reform education to credit unions.

“At CUNA Mutual Group, we regularly evaluate our products and services to ensure we provide the best solutions available to meet the needs of credit unions, their employees and members,” said Robert Trunzo, president, CUNA Mutual Group Insurance & Financial Services Company. “When we are unable to provide the best solution on our own, we have a successful track record of bringing in market leaders like DBA to deliver those solutions to credit unions.”

DBA combines the commitment of experienced, local market advisors with the sophisticated technology and innovative resources of a respected national company. Employers receive access to a broader variety of carriers, dynamic tools and proprietary products. One significant advantage includes direct policyholder access to a Customer Advocate Center, where knowledgeable and licensed Digital representatives answer benefits and policy questions, enabling employers to free-up overworked HR departments.

“The transition of CUNA Mutual Group’s Employee Benefits book of business enables us to build on the work we’ve been doing since February,” said Adam Bruckman, president and CEO of Digital Insurance. “DBA is now in an even stronger position to help credit union customers address a significant business need, ensuring they are knowledgeable about changes in health care reform and prepared to modify their employee benefits packages accordingly.

“Digital offers a true brokerage/consultative solution, and CUNA Mutual Group customers will have continuity of service through many of the same team members they’ve relied on for years,” Bruckman added.

“As we built our relationship with Digital, it became apparent they truly understand the unique needs of credit unions and their employees. So we decided to expand the partnership and transition our employee benefits business to Digital,” Trunzo said.

Over the next several weeks, CUNA Mutual Group sales representatives will contact their 3,200 Employee Benefits credit union customers to share the benefits of working with Digital and ensure a smooth transition process. In the meantime, credit unions can direct questions to their CUNA Mutual Group account team.

To learn more, follow @CUNAMutualGroup on Twitter, circle +CUNA Mutual Group on Google+, or visit http://www.cunamutual.com/pressroom.

About CUNA Mutual Group
CUNA Mutual Group insurance, retirement and investment products provide financial security and protection to credit unions and their members worldwide. With more than 75 years of true market commitment, CUNA Mutual Group’s vision is unwavering: To be a trusted business partner who delivers service excellence through customer-focused products and market-driven insight. More information on the company is available on the company’s website at www.cunamutual.com.

CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Life, accident, health and annuity insurance products are issued by CMFG Life Insurance Company. Property and casualty insurance products are issued by CUMIS Insurance Society, Inc. Each insurer is solely responsible for the financial obligations under the policies and contracts it issues. Corporate headquarters are located in Madison, Wisconsin.

About Digital Insurance
Digital Insurance (www.digitalinsurance.com) is the nation’s leading employee benefits-only agency in the U.S. Distinguished by its focus on innovation and education, the company creates greater value for employers and inspires individuals to become more engaged health care consumers. Its largest division, Digital Benefit Advisors, is a national network of experienced, local market experts who deliver expanded offerings to businesses and organizations. Digital is a wholly owned subsidiary of Fidelity National Financial (NYSE: FNF).


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