CRI Solutions’ Personal Excellence Program (PEP) will maximize your credit union’s performance with comprehensive training, one-on-one coaching, enhanced tracking, and collaborative incentive programs adapted to suit your needs. Our goal is to help deepen your member relationships through confident credit union employees. In addition to providing the foundation, we will provide in depth product knowledge and skills.
Credit Unions: |
Improves insurance participation results |
Increases credit union's fee-income |
Training at your convenience by a facilitator |
No charge to credit union |
Members: |
Educates members about the importance of insurance products |
Helps improve member service and increases member loyalty |
Employees: |
Improves staff's comfort in offering products and services |
Enhances staff confidence and job satisfaction |
Educates staff about the importance of insurance products |
The PEP program has been well received by all. Please continue.
To download a PDF of our current "Catalog of Training Courses", please click here.