Mountain America Credit Union
CU-Insurance storefront
Mountain America Credit Union's CU-Insurance storefront: term quotes, client management, a needs calculator, and an application the agent can print, email, or mail.
Who it is for
We built the CU-Insurance storefront for Mountain America Credit Union. The screen is the agent side, not a public brochure. The navigation is Term Insurance Quote, Manage Clients, Needs Calculator, Edit My Account, and Activity Report.
What the application does
The agent completes a coverage application and picks a delivery path: open and print it now, email it, or mail a paper copy. The screen also shows the carrier, the coverage amount, and the policy form. We do not repeat the sample personal data in the screenshot.
Why it is in a security company's portfolio
An insurance application collects more than a name. We built the storefront that gathers those records. DriveStrike wipes, locks, or locates the laptop that carries them.
Related work
High-value customer management · DriveStrike
Talk with us about a similar system, or return to the full portfolio.