Enhance Your Member Benefits with The UBSI Group

The UBSI Group makes it effortless for employers, credit unions, and associations to deliver concierge-level purchasing assistance to their members. We connect them to vetted partners who provide exclusive pricing on major purchases, tailored financing, and dedicated support.

By integrating The UBSI Group into your benefits portfolio, you extend meaningful savings on high-impact purchases—from homes and mortgages to auto buying, insurance, and consumer products—without increasing your administrative workload.

Our national counselors handle the heavy lifting: engaging members, coordinating providers, and closing the loop with transparent reporting.

Member Savings at a Glance

Home & Mortgage

Rebated agent commissions, discounted closing costs, and tailored mortgage solutions from trusted partners.

Auto Buying

Invoice-level pricing on new cars, preferred pre-owned inventory, and coordination with your indirect lending program.

Insurance & Protection

Auto, home, life, and health coverage tailored to members’ needs with exclusive partner rates.

Consumer Products

Discounts on appliances, furniture, electronics, and services through our nationwide vendor network.

Program Models Tailored to Your Organization

Choose the engagement style that best fits your member base. Our team will co-create a rollout plan and provide ongoing support.

  • Co-Branded Digital Hub: Launch a microsite that delivers buying tools, forms, and educational content under your brand.
  • Affinity Lending: Strengthen auto and mortgage lending by routing pre-qualified members directly to participating dealers.
  • On-Site Advisors: Place The UBSI Group specialists in high-traffic branches or call centers to manage member inquiries end-to-end.
  • Member Marketing Support: Deploy email, print, and digital campaigns that drive awareness and trackable engagement.

Implementation Steps

  1. Meet with The UBSI Group partnership team to review goals and audience demographics.
  2. Select program modules (digital hub, on-site advisors, lending integration, marketing support).
  3. Co-develop rollout strategy, including launch communications and metrics.
  4. Monitor performance with quarterly reporting and optimization checkpoints.

Let’s Build a High-Impact Benefit Together

Contact us at info@ubsi.com or call 800-610-2277 to explore partnership options tailored to your organization.