Membership Levels
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= Bronze
Vendor Solutions
Click on a category below to see all vendors for a particular product or service.
Accounting/Audit /Compliance/Tax
Bank Investments/Investment Products
Benefit Consultants/Employee Benefits
Checks/Check Processing/Check Imaging
Electronic Payment & Processing Services
Remote Deposit Capture Services
Insurance
Travelers | ||
| Address: | 13935 Bishops Drive, #200 |  |
| Brookfield, WI 53005 | ||
| Contact: | Jill Howe | |
| Phone: | 262-825-9071 | |
| Fax: | 866-540-5661 | |
| Email: | jhowe@travelers.com | |
| Website: | www.travelers.com | |
| Description: | Insurance protection products including: the Financial Institution Bond, Directors & Officers Liability, Employment Practices Liability, Bankers Professional Liability, Trust Errors and Omissions, Property, Cyber Liability, General Liability, Automobile and Workers Compensation Gold Level Conferernce Sponsor Gold Corporate Member CBW Financial Services Preferred Partner | |
Community Bankers Financial Services | ||
| Address: | 2600 Eagan Woods Drive, Ste 200 |  |
| Eagan, MN 55121 | ||
| Contact: | Kevin Christians | |
| Phone: | 651-687-9080 | |
| Fax: | 651-687-9387 | |
| Email: | bankkevin1@msn.com | |
| Website: | www.icbm.org | |
| Description: | CBFS is a wholly owned subsidiary of Community Bankers of Wisconsin. CBFS represents the major insurance markets for banks including Travelers, Chubb, Zurich, Progressive, and CAN. Coverage includes bond and D&O, property/casualty, computer crimes, mortgage protection, and flood determination. Kevin Christians, Denise Davis, and Rick McGuigan have been addressing bankers' insurance needs for over a combined 90 years. | |
West Bend Mutual Insurance Co. | ||
| Address: | 1900 South 18th Avenue |  |
| West Bend, WI 53095 | ||
| Contact: | Scott Stueber | |
| Phone: | 262-334-6588 | |
| Fax: | 262-338-5171 | |
| Email: | sstueber@wbmi.com | |
| Website: | www.thesilverlining.com | |
| Description: | Discounted home and auto insurance for bank employees. - Silver Level Conference Sponsor, Silver Corporate Member, CBW Financial Services Program Preferred Partner. | |
Chubb Group of Insurance Co. | ||
| Address: | 233 S Wacker Drive, Ste 4700 |  |
| Chicago, IL 60606 | ||
| Contact: | Matt MacFadyen | |
| Phone: | 312-496-1192 | |
| Fax: | 312-454-4401 | |
| Email: | mmacfadyen@chubb.com | |
| Website: | www.chubb.com | |
| Description: | Professional Liability Products and Property & Casualty Insurance - Bronze Level Conference Sponsor - Bronze Corporate Member - CBW Financial Services Preferred Partner | |
Central States Hlth & Life Co. | ||
| Address: | P.O. Box 339 | |
| Wautoma, WI 54982-0339 | ||
| Contact: | Rob Trzecinski | |
| Phone: | 608-577-5551 | |
| Fax: | 920-787-5923 | |
| Email: | rtrzecinski@cso.com | |
| Website: | www.cso.com | |
| Description: | Loan Related Insurance Products | |
Financial Insurance Admin. | ||
| Address: | P.O. Box 8063 | |
| Madison, WI 53708 | ||
| Contact: | Thomas Stanek | |
| Phone: | 800-241-5518 | |
| Fax: | 608-241-3282 | |
| Email: | tom@finins.net | |
| Description: | Financial Insurance Administrators offers a wide array of insurance products, many of which revolve around the lending department, along with the necessary support and training for the bank's personnel. | |
M3 Insurance | ||
| Address: | 3113 W. Beltline Hwy | |
| Madison, WI 53713 | ||
| Contact: | Amy Olson | |
| Phone: | 608-288-2739 | |
| Fax: | 608-273-1725 | |
| Email: | amy.olson@m3ins.com | |
| Website: | www.m3ins.com | |
| Description: | Founded in 1968, M3 Insurance is Wisconsin’s largest privately held commercial insurance agency, providing employee benefits, property & casualty, executive benefits, employer-sponsored retirement plans and personal lines. | |