Testimonials of Success

Proven solutions serving organizations across the country

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Shelan Strizke VP Human ResourcesiQ Credit Union

“Our partnership with The Alliance gives me greater confidence in building a robust benefits package to support our employees while also successfully navigating the complexities and increasing cost of the healthcare system.”

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Kevin Cole CEOMid Oregon Credit Union

“In 2023, our employees are paying just a few dollars more than they did in 2017, but for a benefits package that is far superior than we had before working with CU Benefits.”

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Timothy Smith CFOWorkers Credit Union

“After many years of double-digit increases on our employee medical plan, CU Benefits Alliance delivered a 29% drop in the first year. They far exceeded our expectations and completely changed our mindset about the cost dynamics of this important benefit for our employees.”

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Rich Wilson CFO Red Canoe Credit Union

“CU Benefits Alliance has delivered on everything they said they would and more; increased data, providing an expertise in the area of employee benefits, helping to mitigate costs based on a numbers-driven approach, and leveraging the credit union industry scale, leading to decreased costs for both the credit union and our employees”

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Alice Wilcox President/CEO Pinal County Federal Credit Union

“Our move to CU Benefits Alliance has allowed us to decrease our healthcare premium costs without reducing employee benefits. Diane and the team at CU Benefits Alliance helped us through the entire transition from initial analysis, to plan implementation, and now ongoing evaluation.  With their expertise, we are able to continue to provide our employees valuable benefits at a significant cost savings.”

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Barbara Cecil Director of Human Resources Maps Credit Union

“To say that CU Benefits has been an extremely valuable resource for my organization would be an understatement.  Sherry is like a member of our HR team, and is instrumental in ensuring that our employees’ needs are addressed relative to all benefits related issues.  She is there for us during our entire Open Enrollment process and throughout the year.  I don’t know what we’d do without her.”

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Sharon Borgardt VP Human ResourcesWauna Federal Credit Union

“Since I was perhaps the most reluctant client to make a broker change, I thought I would let you know that I am very pleased with your team’s level of service and concern for our needs.  Sherry is doing a truly excellent job serving us.  She is extremely knowledgeable, helpful and attentive to our needs.  She is very easy to work with and I feel she is a great asset to all the clients she is serving.”

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Kari Stansberry SVP Human ResourcesiQ Credit Union

“CU Benefits helped us transition from both fully-insured HMO and PPO plans to a self-funded PPO platform.  We wanted a program where our rates were based solely on our claims, not blended with those of the general health market. Going self-funded allowed us to identify important trends, by significantly increasing our access to data, that will guide our future strategic path. CU Benefits provided the education and platform, along with great service, that afforded the support our HR team and employees needed.”

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Mandy Jones CEO Oregon Community Credit Union

“I have received excellent information and prompt feedback in areas that best suit the needs of my team. Thank you.”

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Jeff Kennedy CEO TwinStar Credit Union

“The ROI from being part of the Alliance has been outstanding. In just our first year, we have already enjoyed significantly reduced costs from our employee medical plan.”

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Tonita Web Chief Human Resources Officer Seattle Metro Credit Union

“Moving to the CU Benefits Alliance has worked for us and helped me as an HR executive manage our benefits program effectively. The information that is provided gives us data that helps us design an appropriate benefits plan and budget appropriately.”