New ‘CU PolicyPro’: Rebuilt and Enhanced Model Policy System

Logo for CU PolicyPro

CU PolicyPro — a FREE league-member benefit of the California and Nevada Credit Union Leagues — has been completely rebuilt and enhanced to make customizing and managing policies easier than ever!

“With a NEW fully redesigned policy management system, this rebuild will continue to provide the great model policy content that credit unions have come to expect,” said Lisa Quaranta, vice president of regulatory advocacy and compliance for the Leagues. “Credit unions should stay tuned for more information and updates as CU PolicyPro’s technology and content continue to evolve.”

CU PolicyPro is the industry leader in model policy content for more than 3,500 credit unions nationwide. The new features include the following:

  • Offers a beautiful, modern and easy-to-navigate design to help all users easily find, view and print both model policies and the credit union’s own customized policies (with email reminders of upcoming and overdue assignments).
  • System administrators and policy editors will now have a whole new toolbox to create, maintain and distribute policies, and assign and track policy updates and reviews.
  • Administrators can also upload and share additional documents, view and confirm relevant model policy updates, and manage user access down to the policy level (enhanced access allowing assigned editing rights).
  • Auditing log of user activity on your CU Policies.

League Infosight has worked tirelessly to move all credit unions’ existing content in CU PolicyPro to the system’s new technology platform, which includes user information, documents, customized policies, published manuals, and so much more. This will make any credit union’s transition to the new system as seamless as possible.

If you are a current CU PolicyPro client, click here (the new system provides a unique URL for each credit union)!

If you're not sure of your password, use the forgotten password link on the log-in page. If you have trouble logging in or do not receive a password reset email within 10 minutes of requesting it, please contact our support staff policysupport@cusolutionsgroup.com (or you can ask any other questions). If you have a question for Lisa Quaranta, email lisaq@ccul.org.

About CU PolicyPro
Offered by League InfoSight, CU PolicyPro is an online system with more than 230 detailed model policies to help credit unions manage today’s ongoing compliance and operational challenges. Together with InfoSight and ComplySight, credit unions have a comprehensive suite of policies, regulatory compliance guidance, and compliance and complaint-management tools written especially for credit unions by legal and financial experts at their disposal.

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