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ISI is excited to host Performance Pros Consulting for a two-day CU Management and Lending Workshop in Carmel, Indiana on May 6-7 and in Knoxville, TN on October 27-28!
Day 1 focuses on performance management and coaching with Chris Maynard, plus key insights into today’s home equity landscape.
Day 2 dives into lending and sales with Valerie Lentz, covering credit insights, smarter conversations, and innovative unsecured lending strategies.
Follow the links below to let us know you're interested and to receive updates!
Stay tuned for more details!
| | The energy was high as our team jumped into the credit union scene, from the buzz of GAC to the conversations sparked at chapter meetings. There is nothing like being in the room, exchanging ideas, hearing what matters most to credit unions, and sharing how ISI helps streamline collateral protection insurance. We are inspired, energized, and even more excited about the connections and opportunities ahead! | | |
Governmental Affairs Conference
Washington D.C.

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Hiwassee Chapter Meeting
Speaker: Marty Stubblefield, Scenic Community CU
Cleveland, TN
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Educate Your Borrower, then Verify their Insurance Information
Car buying season is near and that means more car purchases (hopefully) and more loans for your financial institution!
It also means more borrowers to inform and educate of their need to maintain insurance throughout the life of their loan, as well as the requirement to provide proof of their insurance.
At loan origination, make sure you educate the borrower on what is considered "Acceptable Insurance" and what will happen if they do not maintain insurance. If your financial institution participates in indirect lending, it can be more difficult to properly communicate this information at origination because you are at the mercy of the dealer. However, it is important to make verifying insurance at loan closing a requirement of the dealer, including gathering the borrower's insurance company and agent information.
Being proactive in educating the borrower of their insurance requirements can prevent future confusion and will result in more borrowers carrying "Acceptable Insurance".
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President
ISI
tmaccurdy@isicpi.com
704-957-5024
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ISI is an administrator of Collateral Protection Insurance (CPI) and Blanket Lenders Single Interest (BLSI) for financial institutions. We provide insurance, lending, and marketing products to the financial institution marketplace. Our mission is to deliver the best products and services in the industry through responsive service, comprehensive coverage, and advanced technology. We combine the lender's vision and our proven plan to create a portfolio that matches the lender's needs for a successful program and partnership.
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