by Amy Kleinschmit, Chief Compliance Officer
Over the last few months, the CU PolicyPro team has been tirelessly working to improve the platform to ensure the new system will make customizing and managing your policies easier than ever!
What can you expect?
What’s next for your credit union?
The CU policy pro team expects to begin initial conversions to the new system the week of April 5, and to complete all conversions by April 30. Keep an eye on your email in the coming weeks for information on the conversion process for your specific CU PolicyPro implementation.
What can you do to prepare?
They will be migrating all users for all clients, and for those credit unions managing their policies in CU PolicyPro, migrating all policy and document content. Now is a great time to review your CU PolicyPro system and remove any old, outdated or unused content and update your user list.
Click here for a step-by-step guide to reviewing your data.
Click here to view a video outlining the system's new features.
As always, be sure to contact Amy Kleinschmit with any questions.
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