Wednesday October 16th, 2013

idleheadedceleryMobile - Wireless

Dec 10, 2013 (3 years and 8 months ago)

131 views

Wednesday October 16th, 2013

1.
Credit Union Participation


2.
IIA Stats


3.
Partner
Updates


TurboTax


Sprint


GM


Credit Union Auto Club


ADT


4.
Program Updates


Client Services


Partner Center


Business Development


5.
Wrap
-
Up and
Questions

2

Check on the status of your credit unions with the League Reports at:
http://www.lovemycreditunion.org/Additional_Invest_In_America_Reports_for_Leagues_272.html

Credit Unions

Program Support Continues to Grow!

IIA Participation

2011

2012

Through 9/13

IIA Overall

3,314

3,400

3,548

Auto

2,617

2,772

2,815

Sprint

1,560

1,806

1,855

ShopAmerica/Member Rewards

2,547

2,602

2,611

TurboTax (2011 TY)

955

1,142

1,164

Credit Union Auto Club

N/A

N/A

133

Over 3,500 credit unions support one or more IIA programs!

3

Check on the status of your credit unions with the League Reports at:
http://www.lovemycreditunion.org/Additional_Invest_In_America_Reports_for_Leagues_272.html


Credit Unions

Sales
(thru 9
-
13)

Member Savings
(thru 9
-
13)

Total Sales

3,387,448

Total Savings

> $765 million

Sprint Activations

1,159,508

Sprint Savings

> $320 million

Auto Sales

581,979

Auto Savings

> $436 million

Turbo Tax Returns

1,645,961

TurboTax Savings

> $8.5 million

Credit Union Auto Loans
(thru 9
-
13)

Auto Loans Funded

301,014

Auto Loan Value

> $6.5 billion

4

5

6

Program Enhancements


Sweepstakes


“Triple Your Refund”


Co
-
branded Cross Promotional Microsite


CUs have the opportunity to co
-
brand and cross
-
sell CU products on the
tax microsite


Military Edition


Customized for active duty and reservists for unique military situations


Special discounts on Federal Deluxe & State Editions


Federal and State editions are free to E1
-
E5 ranks


Need assistance from Leagues to identify military CUs in their states that
have a substantial military membership


Latino messaging


Marketing materials designed to target the Latino market


They will use the regular TurboTax site to file


Supported by bi
-
lingual customer service agents


7

2013 Marketing Strategy


The focus for TY13 is growing member use and credit
union participation


Client managers working with high value CUs to develop
marketing strategies and earlier communication to
members


Need League assistance to connect to all enrolled credit
unions to encourage and support more marketing and
communication of the program to members


TY13 the incentive to Leagues is being enhanced to 20% of
sales from all enrolled credit unions in your state


Previously Leagues earned 20% of sales from only new CUs
enrolled in the program










8

Co
-
Branding and Cross
-
Selling


TurboTax microsite is created for each credit
union


Co
-
branded on home page and on every page in
the tax process


Credit unions have the opportunity to cross
-
sell products to their members on the
TurboTax Microsite


Loans, IRA, CD rates, lines of credit



9

10

Microsite landing page

Tax preparation page

Continuous branding and cross sell
opportunities within

your members TurboTax filing experience

Co
-
Branding & Cross
-
Selling

Credit
Union
Logo

CU Logo

Exit Page Cross
-
Selling Banners

IRA Link

Cross
-
Sell CU
Products

Credit
Union
Logo

11

New Credit Union Enrollment


We are targeting to add 200 new credit unions to the
TurboTax program this year


The NBC’s will provide to you a list of targeted credit
unions in your state


High value credit unions that are not participating


Webinars will be conducted each Thursday for new and
enrolled credit unions. Below are the webinar links:

1.
Thursday, October 17th
-

3:00pm Eastern Time

2.
Thursday, October 24th
-

3:00pm Eastern Time

3.
Thursday, October 31
st



3:00pm Eastern Time

4.
Thursday, November 7
th



3:00pm Eastern Time



12

13

2013


2014 Contract Year

Of
the
1,846 2012


2013 participating
credit
unions,

73% (1,346)
have
renewed for the 2013
-

2014 Contract Year. We are
welcoming 53 newly participating credit unions.

14

Contract Year = October 1 of each year through September 30 of the following
year.

2012


2013 Contract Year

The
2012


2013 Sprint Marketing
Incentive checks
will be distributed by
mid December 2013. Payout amounts should be determined in early
November.

Renewal & New Enrollment

Renewals:


Visit the Partner Center of www.LoveMyCreditUnion.org


On the bottom left under “Credit Unions”
select:

Credit Union Enrollment Forms



Select

Sprint
Renewal Form



Follow the instructions


The paper version for faxing in is still accepted


New Enrollments:


Visit the Partner Center of www.LoveMyCreditUnion.org


On the bottom left under “Credit Unions” select: “
Credit Union Enrollment Forms



Select “
Sprint Enrollment
Form



Complete the Promotion Agreement and fax to : 800.341.9160 or email:
IIASupport@CUSolutionsgroup.com




15

Current Verification Numbers

From January program numbers, overall verification is up to 57% (as of August 2013) from
the previously
Q2 reporting of 36%.


37
% of new customers validated in August 2013,
while those revalidating (already on the program) are validating at 11% in August 2013.


Of all customers that attempt to validate under the program,
96% are
successful.



State
Numbers

The National
Business Consultants
will
be providing each
states’
numbers.



Invest in America App Usage
Launched December 7, 2012

Downloads : 56,743




Apple: 34,606


Android
:
22,137

App Verification
Submissions
: 44,018

49%

52%

57%

29%

35%

37%

7%

8%

11%

0%
10%
20%
30%
40%
50%
60%
June
July
August
All Verification by Month

Overall
New
Revalidation
16

V
erification is easy and only takes a few minutes to complete. There are three ways to verify credit
union membership:


1. Visit
www.Sprint.com/verify

from a mobile
device



Members
need to black out all confidential information on



their
documentation prior to taking a snapshot.


2. Free Invest in America app for Android and/or iPhone


iPhone users can find it at the
Apple App Store.


Android users can find the app in the
Android Market.


Members just need to search for “Invest in America.”


Members will be prompted to black out all confidential information within the app right on
their phone.


This app also lists all other Invest in America discounts.


3. Fill out and fax the Sprint verification form and supporting


documents to the Sprint Corporate Accounts:


913.523.1987
or toll free:

877.687.8211


Members need to black out all confidential information on


their documentation prior to faxing.


NEW

17

Sprint
has begun offering new service plans that
include unlimited talk, text and data for life while on
the Sprint
network
-

the Unlimited My Way
plans.



The incremental credit union member discount (10%
for individual/15% for business) is applied to the data
charge portion of the Unlimited My Way plans.


In
addition, accounts can now have up to 10 lines on the
Unlimited My Way plan.

These plans also come with
the Sprint Unlimited Guarantee.

As always, new
account activation fees (up to $36) and upgrade fees
(up to $36) are waived for credit union members.



With earlier plans, the credit union member 10%/15%
discount applied to select regularly priced service plans
and was limited to 5 lines per account.



Applying discounts towards the data charge only, is
consistent with competitors’ current discount structure
and eases comparisons across carriers.



*

The My All In Plan is not
discountable.

18

www.LoveMyCreditUnion.org

Sprint recently launched a number of new promotions in addition to the long standing
promotions available to our members. Please visit LMCU for all of the most up to date
information.



19

20

New Program Announcement

21

New Program Savings

22

Transparent Pricing

23

Instant Loan Leads

Auto Loan Leads and Member Loyalty is Simple for Credit Unions

Over 30 New Premium Enrollments Since Launch!



Credit unions sign up or upgrade to the
Premium Level
for the Credit Union Member
Discount from GM®



A new flyer has been developed as a sales tool for leagues which can be found in the League
Sales Kit located in the Partner Center



Members save when shopping a wide selection of eligible new Chevrolet, Buick or GMC
vehicles*



Credit unions receive instant email notification of their member’s request to the department
or individual of their choice



Credit unions funnel auto loan leads through an internal sales program

whether it be an
outbound call center or from a representative at a branch




Process the loan application or direct members online to complete an application



League support needed


Enroll or upgrade credit unions to premium


Ensure credit unions are marketing the program per their agreement

24

New Flyer

Great for sales
efforts and as a
leave behind
piece for League
Reps!


Located in the
League Sales Kit

25

Real
-
Time Auto Email

Instant Notification to Credit Unions

26

Real Time Contacts

Credit unions need to provide accurate contact information to fully leverage
instant loan leads.

27

Loan Link

Credit unions can now easily provide their loan link
to IIA
!



Provides easy access to your loan app or loan
page



Drive more auto loans to your credit union



Use your scorecard to provide your loan link


28

Upgrade to Premium


Step #1

http://www.lovemycreditunion.org/Credit
-
Union
-
Enrollment
-
Forms
-
147.html

#1

29

Upgrade to Premium


Step #2 & #3

#2

#3

30

Upgrade to Premium


Step #4

Click the Premium Level button and accept terms and conditions on the bottom
of the form then click on submit

#4

31

32

Promotional
O
pportunity


IIA has made auto loan promotions easier for credit unions with Credit Union Auto
Club, to help:


Drive Auto Loans


Welcome New Members


Reward Employees



Through a specially built portal, credit unions can purchase up to 100 Credit Union
Auto Club memberships, in one transaction, at a
savings of $10
off the member price



Plus, the credit union and your league will still earn marketing reimbursements with
each membership purchase



Two new flyers have been developed as a sales tool for leagues which can be found in
the League Sales Kit located in the Partner Center


League support needed


Enroll credit unions to participate


Ensure credit unions are marketing the program per their agreement



33

New Sales Kit Flyers

General Flyer

Promotional Enrollment Flyer

34

Credit Union Auto Club Promo Pricing









Buying your promotional memberships is an easy five step process:


Log into the Invest in America
Partner Center


Click on
Credit Union Marketing Materials


Click on Credit Union Auto Club Marketing Materials


Go to the Credit Union Auto Club Promotional Membership Enrollment portal


Enter each member's information, up to 100 at a time, and pay by credit or debit card

As credit unions plan their next promotion or 2014 marketing plan, make sure they
include Credit Union Auto Club discounted memberships to help drive interest.




Member Price


Individual

Member Price
-

Individual + 1

Member Price


Family

Up to 4

Member Price


Family

Up to 5

Member Price


Family

Up to 6

Member Price

$47

$
58

$
69

$80

$91

Credit Union Promotional
Price

$37

$48

$59

$70

$81

Credit

Union

Marketing Reimbursement

$5

$6

$7

$8

$9

35

Promotional Enrollment Portal

36

Promotional Best Practice

37

NEW PROGRAM
-

PILOT

38

39


ADT


Credit Union Member Offer


The newest product in the IIA program


ADT is America’s #1 home security provider


Credit union member offer includes


Free ADT monitored home security systems ($850 value)





Exclusive bonus offer (additional $425 value)





We are launching the ADT program as a pilot in
Michigan


We are targeting November 1




• Digital

Key Pad

• Key Chain Remote

• High
-
Decibel

Alarm

• Up to 3 entryway contacts

?{?W???š

Sensitive Motion Detector

• Backup Battery

• Digital

Key Pad

• Key Chain Remote

• Up to 3 entryway contacts

• Pet

Sensitive Motion Detector

40

Microsite

Exclusive Credit Union Member Bonus
-

$425 Value!

GLASS

BREAK

MONITOR

3

41

Review

Item

Public Offer

CUSG Offer

Dollar value in
setup equipment

$850

$850

Dollar

value in bonus equipment

None

$425

Activation Fee

0

0

Installation Fee*

*$99

$99

Contract term

3 years

3 years

$425

IN BONUS
EQUIPMENT!

42

Value

Value for
Everyone!

$425 in savings!
Members

$50 Per Installation

Marketing reimbursement

Credit Union

$50 Per Installation

Marketing reimbursement

League

43

CLIENT SERVICES

44

Manager of Client Service

Ann Marie Cardenas

For assistance, please contact Client Service:


866.348.2887

ClientSupport@cusolutionsgroup.com


CLIENT MANAGERS

Faith Celesnik

Karen Collareno

Rhonda Peruski

Mary Schifano

Responsible for providing excellent client service and
maintaining strong relationships with assigned credit unions.
Supports credit union efforts by providing marketing assistance
to better engage credit unions with IIA Membership
Enhancement programs.

CLIENT

SUPPORT

Karen Biestek

Anita Tigue


Responsible for providing excellent service to all credit unions
enrolled in IIA programs. Resolves client questions and provides
assistance to better service credit unions with IIA Membership
Enhancement programs.

A new, larger Client Service Department

45

PARTNER CENTER

46

Partner Center Update

47


Updates last quarter:


Sprint Online Enrollment


TurboTax Online Enrollment and
Promoter Upgrade


GM Premium Upgrade


New marketing materials for CU
Auto Club and GM Premium



Updates next quarter:


Online ordering for GM, Sprint,
and CU Auto Club


Partner Center Redesign


Working with stakeholders to gather feedback


League survey end of October


Use input to drive redesign


Planned release Q1 2014

BUSINESS DEVELOPMENT

48

Category focus driving core services

ADT

DirecTV

Sprint

Home warranty

Electric & Gas
Discounts

CashBack
Rewards

CouponCents

Leading online
retailer

Warehouse
shopping club

General Motors
Credit Union Auto
Club

Automotive services
discount program

Auto buying service

TurboTax

Identify Theft

Private Insurance
Exchange

Pharmacy
Discount Card

Existing

Exploring

home

shopping

auto

Financial services

WRAP UP & QUESTIONS

50