Managing and Optimizing Product Refunds

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About the Webinar 

The regulatory landscape for ancillary products is changing and the scrutiny is increasing towards refunding cancelled ancillary products. Credit unions need to leverage a proactive approach to maintain compliance with these changing regulations as well as build processes for remediation and navigating the changing regulations ahead. This session will cover tactical approaches for managing risk with product refunds by using our risk checklist.

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Presented By

Anne Holtzman
Anne Holtzman

Senior Vice President, Claim & Recovery | Allied Solutions 

Anne Holtzman serves as Senior Vice President of Claims & Recovery at Allied Solutions. She is responsible for developing internal products and identifying partner-vendor strategies that serve to provide risk management solutions for all types of lending institutions.

With over 25 years of experience in the insurance industry, Anne has served in various executive level positions within the automobile insurance industry and currently in service support for financial intuition clients. She has strong recovery expertise in areas of repossession, total loss, and GAP claim adjudication. 

Peter Krall
Peter Krall

Vice President, National Market Group | Allied Solutions

Peter has two decades of financial institution and insurance company product development and delivery experiences. At Allied, Peter consults with credit unions, banks, and finance companies on finance solutions and best practices. He has internal financial institution marketing experience with credit insurance, debt protection, annuities, term life and product refunds.