Why Insurance Tracking Should be Part of Your Risk Arsenal 

About the Podcast

During this session, you will hear how adding insurance tracking to your credit union's risk management strategy can bolster your business capabilities and protect from unforeseen risks. Learn from one of the foremost experts in the world of insurance, Anne Holtzman the Senior Vice President of the Claim & Recovery division at Allied Solutions.

You'll walk away with answers to questions like:

  • How does insurance tracking benefit my credit union's members?
  • What does an ideal insurance tracking program look like?
  • What's the worst that could happen if my credit union doesn't have an insurance tracking strategy during a natural disaster?

*Statements made within this podcast are general in nature. For specific terms and conditions, please review your CPI policy.

Presented By

Anne Holtzman, Senior Vice President, Claim & Recovery, Allied Solutions 
Anne Holtzman, Senior Vice President, Claim & Recovery, Allied Solutions 

Anne Holtzman serves as Senior Vice President, Claim & Recovery at Allied Solutions. In this role she is responsible for internal product development and identifying and developing partner vendor strategies that serve to provide risk management solutions to all facets of lending institutions. She has over 25 years of experience in the insurance industry, serving in various executive level positions for both the personal lines automobile insurance industry and now in a service support role for financial intuition clients. Anne has strong recovery expertise in areas of repossession, total loss, and GAP claim adjudication. 

Anne holds a Bachelor of Applied Science (BASc), Finance and Financial Management services from Indiana State University – Scott College of Business.