CU Policy Pro

CU PolicyPro is offered FREE as a dues-supported benefit of Association membership. The CU PolicyPro service allows members to select more than 230 detailed model policies to help manage today's ongoing compliance and operational challenges. Together with InfoSight, your credit union has at its disposal a comprehensive suite of policies and regulatory compliance guidance written especially for credit unions by legal and financial experts.

Because your credit union is unique, CU PolicyPro not only includes the model policy content, but a full policy management system that lets you customize any model policy to fit your credit union’s individual operations. The policy management tools are robust yet easy to use, allowing easy maintenance of policies all in one place. Your existing policies can also be added to and maintained within the system.

A comprehensive, on-demand suite of New User Training videos are available to easily learn how to use the system. A Resources area includes an archived history of changes made to the model policies, newsletters and other tools to help make managing policies a little easier.

For a CU PolicyPro Brochure, click here.

Accessing CU PolicyPro

A separate user ID and password is required to access CU PolicyPro. If you already have a user ID, click here to login.

If your credit union is new to CU PolicyPro or if you are unsure who your credit union admin is, please contact Amy Kleinschmit at 800.279.6328, ext. 964 or akleinschmit@cuad.coop.