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What is Credit Union Auto Club?• The newest Invest in America program• Created exclusively for credit union members• Provides unparalleled service and unprecedented value in roadside

assistance– From little incidents like being locked out of a vehicle to bigger troubles like needing a

tow truck, Credit Union Auto Club keeps members moving on the road

• Members are covered in any non-commercial vehicle they travel• Professional customer service team 24/7/365 to assist members

– Nearly 35,000 service providers across the U.S. and Canada

• Credit Union Auto Club is powered by Auto Knight Motor Club, a wholly owned company of Fortegra Financial

– Fortegra Financial is a NYSE listed company headquartered in Jacksonville, FL with a 40 year unblemished record of service delivery and claims payments

• Credit unions are eligible to receive marketing reimbursements when members purchase memberships in Credit Union Auto Club

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Plan Benefits

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Service Description BenefitEmergency Roadside Assistance Service call to member’s disabled vehicle including; tire change, jump

start, fuel, breakdown, mechanical impairmentINCLUDED – SIGN AND DRIVE

Up to $75.00 benefit maximum

Emergency Tow and/or Extrication

Service call to tow and/or extricate member’s disable vehicle. 10 mile tow range or up to maximum benefit.

INCLUDED – SIGN AND DRIVEUp to $75.00 benefit maximum

Emergency Lockout Serviceperson or locksmith service call to open locked vehicle INCLUDED – SIGN AND DRIVEUp to $75.00 benefit maximum

Flat Tire Repair Flat tire repair expense Up to $15.00 benefitReimbursed expense

Fuel Delivery Service Delivery of fuel to member’s vehicle, fuel charges apply Up to $15.00 benefitReimbursed expense

Emergency Ambulance Service Ambulance fees to transport member from vehicle accident to hospital Up to $150.00 benefitReimbursed expense

Travel Interruption Protection Lodging or journey continuation while your car is being repaired or if your car becomes disabled more than 100 miles from home.

Up to $300.00Reimbursed expense

Map Service Member contacts customer service and requests maps showing the best route to any destination in the U.S. or Canada

FREE

Traffic Court Defense Fees paid to your attorney to defend you in court on traffic ticket $100.00Reimbursed expense

Legal Fees Fees paid to your attorney to collect for damage and/or personal injuries sustained by you in a car accident

$100.00Reimbursed expense

Plan Pricing

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Each plan price is for a 12-month period with automatic renewal option

Plan Type Price

Individual $47.00

Individual + 1* $58.00

Family (up to 4)* $69.00

Family +1 (up to 5)* $80.00

Family +2 (up to 6)* $91.00

*Drivers residing in the same household. Drivers are covered in any vehicle they travel.

Family plans offer the best value!

Plan Comparison

Plan AAA (Standard)Credit Union

Auto ClubIndividual (Annual) $51.00 $47.00Individual + 1 $77.00 $58.00Family Plan (up to 4 people) $129.00 $69.00Family Plan (up to 5 people) $155.00 $80.00Family Plan (up to 6 people) $181.00 $91.00Sign Up Fee $15.00 $0.00

Benefits Emergency Road Assistance – tire change, jump start, fuel, mechanical impairment Included IncludedFuel Delivery Service At Cost of Fuel At Cost of Fuel

Emergency Tow or extrication/winchingIncluded

tow up to 5 milesIncluded

tow up to 10 miles Travel Interruption Protection Up to $600 Up to $300Limited Legal Fee Reimbursement Up to $500 Up to $200

Vehicle Lock-OutIncluded

Up to $50 benefitIncluded

Up to $75 benefitTravel Materials (Maps) Free FreeEmergency Ambulance NA $150

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Member Experience

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* Payment options include credit union debit and credit card

Member is directed to the LMCU Auto Club

page.

Member enrolls online or by phone using dedicated toll

free number.*

Member receives PDF of temporary

membership card on screen.

Membership kit with membership card and welcome letter arrives

in 5-7 days.

Member utilizes benefits as necessary.

Auto renewal email sent 30 days prior to expiration. Plan will auto-renew unless

they cancel.

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LMCU Landing Page

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Credit Union Auto Club Microsite

Membership Card/Welcome Kit

• Members will receive a temporary PDF membership card on screen immediately following enrollment

• Members will receive their welcome kit within 5-7 business days after initial enrollment

• Welcome kit includes– Welcome Letter– Membership card– Terms and Benefits document– Invest In America program insert

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Marketing Reimbursements• Credit unions are eligible to earn $5 - $9 per membership

– The marketing reimbursement is paid annually – December of each calendar year– Membership renewals eligible for marketing reimbursements– Credit unions must enroll in the program to receive marketing reimbursement

• Credit union enrollment form is located in the Partner Center at http://www.lovemycreditunion.org/Credit-Union-Enrollment-Forms-147.html on the Love My Credit Union website

• Access to FREE turnkey marketing materials to promote the program to members• The program can also be used as a value add offering when closing auto loans,

and as an incentive to your members for using other core products and services

Member Price - Individual

Member Price - Individual + 1

Member Price – FamilyUp to 4

Member Price – FamilyUp to 5

Member Price – FamilyUp to 6

Member Price $47 $58 $69 $80 $91Credit Union Marketing Reimbursement $5 $6 $7 $8 $9

Credit Union Enrollment

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Enrollment Overview Page

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Credit Union Enrollment Form

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Credit Union Benefits Annual Credit Union Marketing Member Benefits

Email services from CUSG E-statement creative Newsletter article copy Email message copy Email templates Website and social media content Statement insert creative Marketing reimbursement*

o Individual plan - $5.00 o Individual +1 plan - $6.00 o Family plan (up to 4) -

$7.00 o Family plan (up to 5) -

$8.00 o Family plan (up to 6) -

$9.00

*Current plan pricing and marketing reimbursements are for the pilot program. Final plan pricing and marketing reimbursement is subject to change based on results and market intelligence obtained during pilot program.

Marketing Requirements

Member Communications: Complete at least one of the member communications items listed below

each quarter for four quarters within a 12 month period and ongoing quarterly thereafter:

Quarterly statement inserts/e-statements A direct mail promotion piece Email marketing campaign Newsletter article Additional Options – Use any/all of the social media tactics

below to supplement quarterly requirements and can be used to fulfill one quarterly requirement per year:

o Facebook o Twitter o Blog

Ongoing Promotion: Utilize the following marketing materials within 30 days of enrollment and

ongoing thereafter:

Place Credit Union Auto Club web banner or link on website within 30 days of enrollment and continuously thereafter

o Suggested locations: home page, auto loan page, discount page, insurance page, etc.)

Lobby Promotion Utilize lobby materials within 30 days of enrollment and ongoing

thereafter:

Take ones, lobby posters Digital/video – coming soon

Created exclusively for credit union members

Wide range of roadside assistance and other travel-related benefits

Unparalleled service, unprecedented value

24 hours a day/365 days a year professional service

Marketing RequirementsCredit unions that enroll and actively market the program to their members will be eligible to receive marketing reimbursements

Member CommunicationsComplete one of the member communications items listed below each quarter for four quarters within a 12 month period and ongoing quarterly thereafter:

Ongoing MarketingUtilize the following marketing materials within 30 days of enrollment and ongoing thereafter:

• Place banner or link on website within 30 days of enrollment and ongoing thereafter– Suggested locations: Auto loan page, discount page, insurance page, etc.

• Utilize lobby materials within 30 days of enrollment and ongoing thereafter – Take ones, lobby posters, digital

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• Quarterly statement inserts/E-statements• Direct mail promotion piece• Email marketing campaign• Newsletter article

• Additional Options - Use any/all of the social media tactics below to supplement quarterly requirements and can be used to fulfill one quarterly requirement per year:

– Face Book, Twitter, Blog

Promotional Opportunity• Promote during summer/vacation travel season• Value add promotional incentives

– Credit Union Auto Club memberships can be used as a value add to core products and services

• Auto loan closings, new members, new accounts, etc…• Leverage credit union member discount from GM

– Employee incentive• Credit union roadside assistance plan purchase portal

– We are creating a unique portal for credit unions to facilitate the purchase of roadside assistance plans when offered as a value add/incentive offering to members

– Portal will allow the credit union to purchase multiple plans at once using a single credit card payment

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Promotional Best Practice

Summary

• Comprehensive roadside assistance benefits for your members– Unparalleled service, unprecedented value– “always here when you need us”

• Competitively priced• Opportunity for credit unions to earn marketing

reimbursements

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