Wednesday October 16th, 2013
1. Credit Union Participation
2. IIA Stats
3. Partner Updates
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TurboTax
Sprint
GM
Credit Union Auto Club
ADT
4. Program Updates
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Client Services
Partner Center
Business Development
5. Wrap-Up and Questions
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Over 3,500 credit unions support one or more IIA programs!
Program Support Continues to Grow!
IIA Participation
Credit Unions
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
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
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Sales (thru 9-13)
Total Sales
Member Savings (thru 9-13)
3,387,448
Total Savings
> $765 million
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
Sprint Activations
Credit Unions
Credit Union Auto Loans (thru 9-13)
Auto Loans Funded
301,014
Auto Loan Value
> $6.5 billion
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
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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
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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
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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 crosssell products to their members on the
TurboTax Microsite
– Loans, IRA, CD rates, lines of credit
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Co-Branding & Cross-Selling
Microsite landing page
Credit
Union
Logo
CU Logo
Tax preparation page
Continuous branding and cross sell
opportunities within
your members TurboTax filing experience
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Exit Page Cross-Selling Banners
Credit
Union
Logo
IRA Link
Cross-Sell CU
Products
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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.
2.
3.
4.
Thursday, October 17th - 3:00pm Eastern Time
Thursday, October 24th - 3:00pm Eastern Time
Thursday, October 31st – 3:00pm Eastern Time
Thursday, November 7th – 3:00pm Eastern Time
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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.
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.
Contract Year = October 1 of each year through September 30 of the following year.
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Renewal & New Enrollment
Renewals:
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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:
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•
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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
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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.
All Verification by Month
57%
60%
50%
52%
49%
Invest in America App Usage
Launched December 7, 2012
40%
30%
37%
35%
29%
20%
11%
8%
7%
10%
Downloads : 56,743
 Apple: 34,606  Android: 22,137
App Verification Submissions: 44,018
0%
June
July
Overall
New
August
Revalidation
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Verification is easy and only takes a few minutes to complete. There are three ways to verify credit
union membership:
1.
NEW
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.
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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.
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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.
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New Program Announcement
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New Program Savings
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Transparent Pricing
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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
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Members save when shopping a wide selection of eligible new Chevrolet, Buick or GMC
vehicles*
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Credit unions receive instant email notification of their member’s request to the department
or individual of their choice
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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
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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
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New Flyer
Great for sales
efforts and as a
leave behind
piece for League
Reps!
Located in the
League Sales Kit
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Real-Time Auto Email
Instant Notification to Credit Unions
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Real Time Contacts
Credit unions need to provide accurate contact information to fully leverage
instant loan leads.
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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
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Upgrade to Premium – Step #1
http://www.lovemycreditunion.org/Credit-Union-Enrollment-Forms-147.html
#1
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Upgrade to Premium – Step #2 & #3
#2
#3
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Upgrade to Premium – Step #4
#4
Click the Premium Level button and accept terms and conditions on the bottom
of the form then click on submit
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Promotional Opportunity
•
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
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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
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Plus, the credit union and your league will still earn marketing reimbursements with
each membership purchase
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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
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New Sales Kit Flyers
General Flyer
Promotional Enrollment Flyer
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Credit Union Auto Club Promo Pricing
Member Price Member Price Member Price
– Family
– Family
– Family
Member Price – Member Price Individual + 1
Up to 4
Up to 5
Up to 6
Individual
Member Price
Credit Union Promotional
Price
Credit Union
Marketing Reimbursement
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•
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•
$47
$58
$69
$80
$91
$37
$48
$59
$70
$81
$5
$6
$7
$8
$9
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.
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Promotional Enrollment Portal
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Promotional Best Practice
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NEW PROGRAM - PILOT
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ADT – Credit Union Member Offer
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•
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The newest product in the IIA program
ADT is America’s #1 home security provider
Credit union member offer includes
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•
•
Free ADT monitored home security systems ($850 value)
• Digital Key Pad
• Key Chain Remote
• High-Decibel Alarm
• Up to 3 entryway contacts
• Pet Sensitive Motion Detector
• Backup Battery
Exclusive bonus offer (additional $425 value)
• Digital Key Pad
• Key Chain Remote
• Up to 3 entryway contacts
• Pet Sensitive Motion Detector
We are launching the ADT program as a pilot in Michigan
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We are targeting November 1
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Microsite
Exclusive Credit Union Member Bonus - $425 Value!
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GLASS
BREAK
MONITOR
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Review
Item
Public Offer
CUSG Offer
Dollar value in setup equipment
$850
$850
Dollar value in bonus equipment
None
$425
0
0
*$99
$99
3 years
3 years
Activation Fee
Installation Fee*
Contract term
$425
IN BONUS
EQUIPMENT!
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Value
$425 in savings!
Members
Value for
Everyone!
$50 Per Installation
Marketing reimbursement
Credit Union
$50 Per Installation
Marketing reimbursement
League
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CLIENT SERVICES
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A new, larger Client Service Department
Manager of Client Service
Ann Marie Cardenas
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.
For assistance, please contact Client Service:
866.348.2887
ClientSupport@cusolutionsgroup.com
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PARTNER CENTER
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Partner Center Update
• 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
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BUSINESS DEVELOPMENT
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Category focus driving core services
home
shopping
auto
Financial services
ADT
Sprint
CouponCents
General Motors
Credit Union Auto
Club
TurboTax
DirecTV
CashBack
Rewards
Home warranty
Leading online
retailer
Automotive services
discount program
Warehouse
shopping club
Auto buying service
Electric & Gas
Discounts
Existing
Exploring
Identify Theft
Private Insurance
Exchange
Pharmacy
Discount Card
WRAP UP & QUESTIONS
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