Optional Products for Financial Institutions

Increase Your Revenue, While Gaining Loyalty

When you partner with SWBC, you offer consumers a wide range of valuable optional products and services. We only recommend products that are provided by reputable carriers with proven track records. These are available through a variety of channels, including direct mail, statement inserts, online, and inbound and outbound telemarketing.

Benefits of working with SWBC

When you choose to offer an optional product, SWBC will:

  • Coordinate Web, direct mail, and statement marketing, as well as inbound and outbound telemarketing campaigns
  • Ensure that all marketing procedures and processes are compliant with all regulatory agencies
  • Supply sample materials to service representatives
  • Provide campaign-result reporting and quarterly program snapshots
  • Initiate contact, perform due diligence, and assist in contractual negotiations with insurance carriers and third-party marketers

What we offer

With optional products from SWBC, your financial institution can offer consumers the following income-generating programs:

Accidental Death and Dismemberment

  • $1,000 to $3,000 complimentary coverage
  • Voluntary coverage available up to $300,000
  • Individual or family coverage
  • Voluntary coverage benefits include common carrier, education, escalator, seatbelt, and spouse retraining benefits
Learn more about AD&D coverage

Disaster Mortgage Protection

  • Pays monthly mortgage for up to two years if home becomes temporarily uninhabitable
  • Pays the homeowners insurance policy deductible with a maximum benefit of $1,000
  • Optional emergency cash benefit available
  • Excess insurance to cover the value of your home if it is permanently unlivable

Home Warranty

  • Covers the expense of repairing or replacing major appliances and home systems
  • A variety of plans are available depending on consumer needs
  • Customer service available 24/7/365 to place a claim or receive assistance

Involuntary Unemployment

  • Provides up to 50% of individual’s former income due to unexpected unemployment
  • Insured must be approved for, and receive, state unemployment benefits to qualify for benefits
  • Benefits are paid directly to the insured

Pet Insurance

  • Accident and illness coverage for dogs and cats
  • Consumers choose their vet
  • Flexible deductible and co-pay options
  • Claims paid as percentage of veterinary bill
  • Wellness Rewards option available for additional charge

Identity Theft Protection

  • Recovery services with prevention and detection benefits
  • Small business fraud and identity theft solutions available
  • Meets the Fair and Accurate Credit Transactions Act (FACTA) Red Flag breach and mitigation requirements
Learn more about Identity Theft Protection

For more information, contact us or call 866-632-7340.

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