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Online Services Catalog
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This page contains a complete listing of online secured services and applications available to CUNA Mutual Group policyholders.
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Business Auto
| Selecting CU Protection Notice of Loss on the Services & Roles page will give you access to the following: |
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| Business Auto Notice of Loss |
Use to report a loss for owned auto, non-owned auto, repossessed auto, etc.
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| Typical user: Claims Specialists, Credit Union Managers, Risk Managers |
Fidelity Bond
| Selecting CU Protection Notice of Loss on the Services & Roles page will give you access to the following: |
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| Fidelity Bond First Notice of Loss |
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Use to report a loss under your Fidelity Bond (such as robbery, electronic crime, funds transfer, counterfeit share drafts, employee fraud, etc.) |
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| Fidelity Bond Proof of Loss |
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After a Fidelity Bond First Notice of Loss has been submitted, use this form to finalize a claim (if requested by claims adjuster). |
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Fidelity Bond Fraudulent Deposit/Forgery or Alteration First Notice of Loss
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Use to report a loss resulting from fraudulent check deposits, forgery, or alteration
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| Affidavit of Forgery |
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To be completed by the person alleging the forgery. |
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| Typical user: Claims Specialists, Credit Union Managers, Risk Managers |
Collateral Protection
| Selecting CP Claims Notice of Loss on the Services & Roles page will give you access to the following:
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| Collateral Protection (CP) First Notice of Loss |
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Use to report a Collateral Protection physical damage, skip, or combined expense loss.
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Collateral Protection (CP) Non-Filing of Instrument Loss
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Use to report a Collateral Protection Non-Filing of Instrument loss
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| Hold Harmless Agreement |
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A one time blank Hold Harmless agreement for Collateral Protection Skip claim.
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Typical user: Claims Specialist, Lending Personnel
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Cyber & Security Incident (CSI)
| Selecting CU Protection Notice of Loss on the Services & Roles page will give you access to the following: |
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| Cyber & Security Incident (CSI) Loss |
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Use to report exposures related to cyber or internet operations or compromises of confidential data.
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| Typical user: Claims Specialists, Credit Union Managers, Risk Managers |
Guaranteed Asset Protection (GAP)
| Selecting GAP Web Notice of Loss on the Services & Roles page will give you access to the following: |
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| Guaranteed Asset Protection Notice of Loss |
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Use to report a loss for GAP, GAP Plus Only, or GAP/GAP Plus.
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| Typical user: Claims Specialists, Lending Personnel |
Credit Claims (Online Lending)
| Selecting Credit Claims File Transfer on the Services & Roles page will give you access to the following: |
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| Credit Claims File Transfer |
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Use to transfer claims reports between CUNA Mutual Group and credit unions.
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- All files are encrypted, have virus scan, and are protected from unauthorized access
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| Selecting Credit Claims Online (credit disability, credit life, debt protection, large loan protection, home mortgage protection, loan protection, life savings, etc.) on the Services & Roles page will give you access to the following: |
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Use to file your Credit Claims online.
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| Typical user: Claims Specialist, Lending Personnel |
Management & Professional Liability (MPL)
| Selecting CU Protection Notice of Loss on the Services & Roles page will give you access to the following: |
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| Management & Professional Liability (MPL) Loss |
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Use when your credit union is served with a lawsuit, receives a written demand for damages, EEOC complaint or HRD complaint.
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| Typical user: Claims Specialists, Credit Union Managers, Risk Managers |
Plastic Card
| Selecting CU Protection Notice of Loss on the Services & Roles page will give you access to the following: |
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| Plastic Card Claims |
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Use to report first notice of loss of an unauthorized use of a member's plastic card or plastic card number as well as credit union compromise reports, loss prevention, etc.
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View the Plastic Card Customer Care Demo |
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| Typical user: Claims Specialists, Credit Union Managers, Risk Managers |
Property & Business Liability (PBL)
| Selecting CU Protection Notice of Loss on the Services & Roles page will give you access to the following: |
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| Property & Business Liability (PBL) General Liability Loss |
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Use to report a property loss including ATMs, buildings, personal property, data processing, etc. |
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Report a real estate mortgage operations or mortgage recording loss for all states. |
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| Typical user: Claims Specialists, Credit Union Managers, Risk Managers |
Claims History / Status
| Selecting Claims History/Status on the Services & Roles page will give you access to the following: |
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| Claims History/Status Reports |
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Use to access claims history reports for up to five years of loss data. Provides the ability to see trends by loss type subtotaled by policy, coverage, and year. Status of pending claims is also available.
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| Typical user: Claims Specialists, Credit Union Managers, Risk Managers |
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Collateral Protection
| The following resources are available to our Collateral Protection policyholders. |
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| Selecting Blanket Single Pay Premium on the Services & Roles page will give you access to the following: |
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| Collateral Protection Blanket Single Pay Premium |
| Provides insurance coverage for the credit union against uninsured comprehensive or collision loss to the property. |
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Use to calculate and submit your Blanket Single Pay premium each month. If using WebEFT, the payment is automatically applied.
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Selecting Immediate Issue on the Services & Roles page will give you access to the following:
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Pays for direct, sudden and accidental comprehensive or collision loss to the property. The date of loss must occur during the term of an individual certificate.
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Use to calculate premium and force place Immediate Issue Physical Damage Coverage on a member’s loan. If using WebEFT, the payment is automatically applied.
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Selecting Reports on the Services & Roles page will give you access to the following:
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Create, filter, view, search, and export management reports online. |
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note: Reports are available the day after your credit union's processing cycle. |
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| Selecting View Your Bills on the Services & Roles page will give you access to the following: |
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View and manage all settled and unsettled bills online, answer billing questions, and/or investigate other monthly billing discrepancies.
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| Typical user: Lending Personnel |
Credit Union Protection
| The following resources are available to our Credit Union Bond and/or Package of Protection policy holders. |
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| Selecting Bondability on the Services & Roles page will give you access to the following: |
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Employee Bondability
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Submit employee bondability verification requests and view bondability status information for potential staff, directors, and committee members. Results are available immediately and saved for 30 days.
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Typical user: Human Resources Staff
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Selecting CU Insurance Review on the Services & Roles page will give you access to the following:
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Credit Union Insurance Review
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Access and review limits, deductibles, and premiums related to the following coverages: |
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- Fidelity Bond
- Business Auto
- Plastic Card
- Management & Professional Liability
- Property & Business Liability
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Typical user: Credit Union Manager, Risk Manager
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Selecting Required Renewal Questionnaire on the Services & Roles page will give you access to the following:
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Credit Union Protection Renewal Questionnaire
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Share key risk and corporate information to ensure protection for your credit union for the upcoming year.
* Should be completed 120 days prior to renewal.
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Typical user: Credit Union CEO, Credit Union Manager
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Policy Applications / Coverage Changes
| The following resources are available to our Credit Union Bond and/or Package of Protection policy holders. |
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| Selecting Protection Resource Center on the Services & Roles page will give you access to the following: |
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| Application Foreclosure
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Use to insure and provide property and liability coverage for the premises foreclosed upon.
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Use to provide coverage on buildings while under construction or undergoing renovation.
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Use to request proof of insured's coverage a to a third party (Certificate Holder) |
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Use to request a quote for Flood Insurance.
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Location Change Request
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Use to modify Property & Business Liability Policy coverage and insured locations |
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| Typical user: Credit Union Manager |
Risk Management
It’s a simple concept: minimize risk and maximize reward. But in a world of evolving risks, it’s difficult to stay on top of every safeguard necessary to protect your credit union and provide members the protection they deserve.
Risk Assessment
Helps identify common risk exposures and insurance miscues
- Uncovers strategies to help you manage risks
- Automatically reviews your information and generates a customized risk analysis and recommendations
- Current online risk self-assessments include Disaster Protection and Electronic Commerce
- Product Requirements: Credit Union Bond and/or Credit Union Package of Protection policyholder
Typical User: Credit union CEO/manager, risk manager
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Credit Insurance
| The following resources are available to our Credit Insurance products policyholders. |
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| Selecting Credit Insurance Data Upload on the Services & Roles page will give you access to the following: |
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File upload utility for Credit Insurance member certificate data.
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| Selecting MEMBER'S CHOICE Protection Premium on the Services & Roles page will give you access to the following: |
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Member's CHOICE Premium Payment
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Submit premium payments for Debt Protection, Monthly Premium Credit Disability / Credit Life Insurance, and Loan Protection / Life Savings.
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View premium detail history, and apply for premium refunds for Single Premium Credit Disability and/or Credit Life Insurance. |
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Typical user: Lending Personnel
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Guaranteed Asset Protection (GAP)
The following resources are available to our Guaranteed Asset Protection Contractual Liability policyholders.
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| Selecting GAP Secure File Transfer on the Services & Roles page will give you access to the following: |
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Guaranteed Asset Protection (GAP) Secure File Transfer
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Use to post GAP member contract information files to CUNA Mutual Group as an alternative to the loanliner.com Protection Adviser tool.
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Selecting GAP Cancellation on the Services & Roles page will give you access to the following:
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| Guaranteed Asset Protection (GAP) Cancellation |
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Use to cancel a GAP member contract online. |
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Selecting loanliner.com on the Services & Roles page will give you access to the following:
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Create, search, or view reports for an GAP/MRC Quotes. |
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Typical user: Lending Personnel, Information Technology Personnel
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Mechanical Coverage Repair (MRC)
| The following resources are available to our Mechanical Repair Coverage policyholders. |
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| Selecting MRC Cancellation on the Services & Roles page will give you access to the following: |
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MRC Cancellation
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Allows you to cancel a MRC policy online.
* Please allow 6 to 8 weeks for cancellation to be processed.
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Selecting loanliner.com on the Services & Roles page will give you access to the following:
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Create, search, or view reports for an GAP/MRC Quotes. |
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Typical user: Lending Personnel
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Mortgage Payment Protection
| The following resources are available to our Mortgage Payment Protection policyholders. |
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| Selecting Mortgage Payment Protection Quote & Enroll on the Services & Roles page will give you access to the following: |
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Mortgage Payment Protection (MPP)
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Use to quote, apply, and enroll in the Mortgage Payment Protection product or to refer members to a sales agent
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| Typical user: Lending Personnel |
participation Tracking
| The following resources are available to our Payment Protection products policyholders. |
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| Selecting Participation Tracking on the Services & Roles page will give you access to the following: |
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On-demand performance reports provide lender-level data, overall program results and peer comparisons for your credit union’s payment protection participation results.
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Selecting Participation Tracking Upload on the Services & Roles page will give you access to the following:
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Participation Tracking Upload
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Use to submit payment protection participation tracking data for reporting in the Participation Tracking Reporting service.
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Typical user: Lending Personnel
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Payment Protection
| The following resources are available to our Payment Protection products policyholders. |
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| Selecting Payment Protection Secure File Transfer on the Services & Roles page will give you access to the following: |
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| Payment Protection Secure File Transfer |
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Ensures the safe transfer of premium information between CUNA Mutual Group and credit unions for Credit Insurance products. |
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Selecting Payment Protection Client Application on the Services & Roles page will give you access to the following:
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Payment Protection Client Application
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Upload month-end data file for calculation through CUNA Mutual Group’s calculation engine. |
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Typical user: Lending Personnel
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Lending Resources
| The following resources are available to our Lending products policyholders. |
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| Selecting Credit Union Report Builder (CURB) on the Services & Roles page will give you access to the following |
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| Credit Union Report Builder - CURB |
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Use CU Report Builder to receive customized performance results delivered to you on your schedule. |
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| Selecting CU Navigator Management Reports on the Services & Roles page will give you access to the following: |
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| CU Navigator - LDP |
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Review program results and non-interest income information for Lender's Development Program. |
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Selecting Lending Resource Center on the Services & Roles page will give you access to the following:
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Product information, member-facing marketing materials, compliance resources, real-time compliance alert(s) to help credit unions make the most of every lending opportunity. |
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Use to submit a custom Advertisement for compliance review. |
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Typical user: Lending Personnel, Compliance Officer
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Use CU Report Builder to receive your customized performance results delivered to you on your schedule.
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Use CU Report Builder to receive your customized performance results delivered to you on your schedule.
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Use CU Report Builder to receive your customized performance results delivered to you on your schedule.
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Use CU Report Builder to receive your customized performance results delivered to you on your schedule.
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loanliner.com®
| The following resources are available to loanliner.com customers. |
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| Selecting loanliner.com on the Services & Roles page will give you access to the following: |
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| Loanliner.com Reports |
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View GAP/MRC counts and online lending activity reports. |
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View submitted loans, access protection adviser and reporting. |
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| Typical user: Lending Personnel |
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WebEFT
| The following resources are available to CUNA Mutual Group Insurance policyholders including its affiliates and subsidiaries.. |
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| Selecting WebEFT on the Services & Roles page will give you access to the following: |
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| WebEFT
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Set up and view electronic transfers of claim payments and insurance premium payments.
- Claim payments
- Insurance premium payments
- Miscellaneous transactions
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Electronic Settlement Authorization
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Use to setup and authorize Automated Clearing House (ACH) accounts for Electronic Settlement. |
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| Typical user: Credit Union Personnel |
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Benefits For You
The following resources are available to our Investment Advisory Services customers.
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| Selecting Benefits For You on the Services & Roles page will give you access to the following: |
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Benefits For You
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Manage all your CUNA Mutual benefits including:
- Retirement plans
- Flexible spending accounts
- Life
- Disability
- Medical insurance
Extensive resources available to help you:
- Enroll for the first time
- Change elections
- Retire
- Administer information for others
- Learn about the latest benefits-related trends and information
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Typical user: Credit Union Employees, Plan Administrators
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Member Services
| The following resources are available to our Member products policyholders. |
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| Selecting Membership File Upload on the Services & Roles page will give you access to the following: |
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Membership File Upload
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Ensures a secure transfer of member data to CUNA Mutual group.
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Typical user: Member Marketing, Operations Personnel
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| The following resources are available to our TruStage Program customers. |
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| Selecting CU Navigator Management Reporting on the Services & Roles page will give you access to the following: |
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An online reporting tool that can be used to monitor and direct your TruStage Program. |
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Access performance metrics and key trend metrics as report and chart forms. |
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| Typical user: Credit Union/CUSO Executives, Credit Union/CUSO Program Managers |
TruStage Resource Center
| The following resources are available to our TruStage Insurance Program customers. |
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| Selecting TruStage Resource Center on the Services & Roles page will give you access to the following: |
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TruStage Resource Center
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Provides tools to market and manage your TruStage Program and product (Life Insurance, Health Insurance, Accidental Death & Dismemberment Insurance, and Auto & Home Insurance).
Marketing Tools
- Advertisements, brochures, statement inserts
- Newsletter articles, on-hold message scrips
- Campaign builder tips and best practices
- Internet marketing resources
Program Tools
- Training
- Member list management tools
- Program news, mailing calendar
- Contact list for sales, service, and claims
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Typical user: Member Marketing, Operations Personnel
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Services
Claims: Business Protection
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How to get it
Expand category heading:
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Who needs it
Staff responsible for:
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| Business Auto Notice of Loss |
Credit Union Protection
Select: Business Auto Notice of Loss
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Use to report a loss for owned auto, non-owned auto, repossessed auto, etc. |
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