Operating Efficiencies

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Equipment Maintenance - EQUIPS

If you’re tired of the hassle and expense of dealing with the many vendors that provide equipment service contracts, we have your solution. Consolidate your equipment maintenance, inventory management, and servicing with Equips and save 12% to 20% on your service contracts.  Equips’ proprietary E-LINK Service Portal makes it easy to oversee equipment management across all your locations and saves you time and money. Before you renew another maintenance contract, view our 20-minute demonstration and receive a no-obligation-pricing proposal. 

  • Gain better control of your equipment inventory, contracts, and servicing expenses
  • Improve response time to critical servicing events with centralized dispatch 
  • Reduce or eliminate equipment failure with proactive preventive maintenance visits

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Bond

Cherry Creek Financial has access to several strong and stable providers to financial institutions including FinSecure® and Travelers, both rated A+ by A.M. Best. Coverage is tailored to meet your financial institution’s specific needs and is separately underwritten so that you gain pricing advantages over group pricing models commonly used. 

  • Employment Practice Liability
  • Lender Liability
  • Professional Liability
  • Cyber Liability
  • Directors & Officers Liability
  • Fiduciary Liability

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Property & Casualty

Every day, credit unions face a variety of potentially catastrophic risks and uncertainties. Providing credit union clients with the highest quality of risk management services, our providers focus on reducing the total cost of risk, not just the premium, bringing leading expertise to solve your needs for Commercial, Personal and Employee Benefits Insurance.

  • Custom designed policies to meet individual credit union needs
  • Competitive quotes for due diligence
  • Excellent customer service

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Collateral Protection Insurance

Cherry Creek Financial has teamed with Insurance Systems Incorporated (ISI) to provide unsurpassed accuracy in tracking and placing collateral protection insurance. With their proprietary Sure-Track System, ISI delivers real time, online access to insurance records, history, letters, and reports. This exclusive technology helps reduce unnecessary notification and certificate placement to prevent disgruntled borrowers and preserve loyal relationships. At the same time, it ensures timely placement to protect your valuable collateral.

  • Unsurpassed accuracy with proprietary Sure-Track System
  • Member avoids break-in coverage expense
  • Real-time report accessibility
  • Ease of member texting to verify good insurance
  • Agent of record follow-up prior to placement

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Employee Benefits - The Sheeter Group

Financial security matters to your executive staff. An attractive retirement package keeps your best executives in place. A Supplemental Executive Retirement Plan (SERP) offers compliance-friendly options that satisfy both the Executive and the Board. The Sheeter Group works exclusively with credit unions creating Executive Benefit Plans to recruit, retain and reward top-notch talent.  They also design Expense-Offset Plans and specialized Director benefits tailored plans unique to your credit union. And no one gives you tighter compliance, or more high-level service than The Sheeter Group. Due diligence welcomed.

  • SERPs enhance retirement income, targeting a percentage of final salary
  • With a 'Golden Handcuff' plan, an executive will think twice when recruiters call
  • A solid retirement plan is now standard in compensation packages for many CEOs and many other senior executives