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WISCONSIN ECONOMIC
DEVELOPMENT MANUAL
Goes Digital in 2015!
Sponsored by:
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Send your name, institution and email address to WBA's Eric Skrum at [email protected] or 608/441-1216.
Midwest Bankers Insurance Services (MBIS)
MBIS Offers Liability Products to Uni�ed Banking IndustryBy Jeff Otteson
The merger between the
Wisconsin Bankers Associa-
tion and Community Bankers
of Wisconsin closed on Feb.
27, 2015. As a result, the new
WBA will now provide the
membership with a uni�ed of-
fering of property and liability
insurance products through a
single insurance agency owned
by WBA, Midwest Bankers
Insurance Services (MBIS).
For bankers who are
unfamiliar with MBIS, the
company began in 2011 as
an insurance agency owned
by WBA and the Minnesota
Bankers Associations,
working exclusively for the
�nancial institutions industry
in the upper Midwest. As an
independent agency, MBIS has
access to a variety of insurance
providers to help tailor a plan
to each institution’s speci�c
needs. Whether it is through
a combination of the three
property and casualty lines of
coverage MBIS offers, some
of the diverse line of lending
related insurance products, or
professional coverage such as
Directors and Of�cers Liability
or Cyber Liability policies,
MBIS has the freedom to
create a plan that �ts your
bank’s needs.
While there are many
insurance agencies to choose
from, banks should consider
doing business with MBIS
not just because of the quality
products and service, but
also because it is an investment
in the banking industry.
Your purchase of insurance
from MBIS ultimately helps
WBA continue to provide
our many high touch services
to the membership. Our
focus and commitment to
our banker membership is
one reason why we made the
strategic decision to invest in
and manage an independent
insurance agency like MBIS.
If you currently work with a
local agent, MBIS is still able
to provide programs to your
bank by working in tandem
with your existing agent.
In addition to a competent
and highly quali�ed sales
team, MBIS is also supported
by other individuals you know
and trust including WBA’s
Daryll Lund, 608/441-1203,
[email protected], and
John Ladwig, 608/441-1213,
[email protected]. This is
a positive new change for the
membership; and rest assured
MBIS will provide the same level
of high quality and great service
you have come to expect from
both WBA and CBW. As an
insurance agency run by those
defending and advocating for
banking, you can be con�dent
MBIS will always have your
best interests in mind. To �nd
out more about how MBIS
can be the solution to your
insurance challenges, please
visit www.mbisllc.com or
contact MBIS Sales Director
Jeff Otteson at 608/217-5219
Otteson is sales director for
Midwest Bankers Insurance
Services LLC (MBIS). MBIS, a
joint venture by the Minnesota
and Wisconsin Bankers Associa-
tions, is an insurance agency that
only serves the !nancial industry
so its products are speci!cally
tailored to the complex insurance
needs of !nancial institutions.
InsuranceInsights
Jeff Otteson
MBIS Sales Director
30 APRIL 2015
