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Request Strategic Assessment

Get a Free Strategic Needs Analysis

Our experts are ready to provide you with a detailed five-year plan for insurance sales.

Just give us a little bit of information about your company. Then we will create a demand load analysis to help you determine how many insurance customers you can create through your lending programs. Plus, we’ll also give you a referral model, an income statement, and an ROI, RAROC and IRR.

CONFIDENTIALITY PLEDGE
The information you provide will be treated as highly confidential solely used for Insuritas to provide marketing projections for potential insurance sales strategies. Insuritas management agrees that this information is the sole property of the originating financial institution and any other use of this information is prohibited.

Financial Institution Name: * Contact: * Address:

City:

State:

Zip:

Phone: * Email: * Website:

Please provide unit counts in categories where applicable.

Product/Customer Profile	Count
Number of Branches
Number of Total Retail Households
Number of New Retail Households Added Annually
Total Assets
Total Deposits
Number of Residential Mortgages on the books
Number of New Purchase Mortgages added Annually
Number of New Refinanced Mortgages added Annually
Number of Home Equity Loans on the books
Number of Home Equity Accounts added Annually
Existing Commercial Relationships without Loans
Number of Commercial Owner Occupied Real Estate Loans on the books
Number of New Commercial Real Estate Loans added Annually
Number of Commercial C&I Loans on the books
Number of New Commercial C&I Loans added Annually
Number of Auto Loans on the books
Number of Direct Auto Loans added Annually
Number of Indirect Auto Loans added Annually
We have a call center
We have a formal referral program
We have an electronic referral form
Core Operating System -- Provider

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