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Selecting Vendors for Financial Institutions

Insurance Vendor Management Part 2 - Specialization

Specialization of products by your insurer and your agent is essential in insurance vendor management.

Brian Barnett Mar 18, 2022
lender risk managment

9 Critical Steps for Insurance Vendor Management

The critical areas lenders should evaluate when selecting an insurance vendor are below and are listed in order of importance.

Brian Barnett Feb 28, 2022
lender risk managment

Is Your Insurance Agent Just Another Vendor?

Let’s look at some events and characteristics that should shed some light on which relationship you have with your agent.

Tod Hastings Oct 30, 2020
Customer Service

Factors to Consider when Completing Vendor Due Diligence

While almost all financial institutions have some process in place for evaluating third-party vendors, what happens after all the boxes are checked?

Tod Hastings Apr 16, 2020
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Unitas Financial Services, LLC

6543 Commerce Parkway Suite M
​Dublin, Ohio 43017

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