CU PolicyPro News

  • Your opinion matters!  Please help us improve CU PolicyPro by providing your feedback on a brief survey.  This should take less than 10 minutes and will help us as we plan for our next release of CU PolicyPro updates and enhancements! Click here take the survey.  Thanks in advance for your help!  The survey will be open from today until October 6. 
  • September 2015 Newsletter - this month's topic is "CU PolicyPro Reports"
  • Recent Content Updates - The June 2015 update is now available.  18 policies were updated and one new policy (7244 - Integrated Mortgage Disclosures) was added. 

To be added to the distribution list for CU PolicyPro Newsletters, contact the Support Staff.

CU PolicyPro Support

Welcome to the CU PolicyPro Support Site.  Here you will find all the tools you need to learn how to use CU PolicyPro, information to help keep your policies current and find out the latest CU PolicyPro news. 

Getting Started

Here are few tools/resources we have to help you learn to use your new manual.

  1. Quick Start Guide. This five page guide provides basic information on CU PolicyPro terminology, basic navigation, how to find, access and print model policies, and how to move model policies to the Working Manual. It is recommended to read this guide prior to logging into CU PolicyPro.
  2. New User Video Training – Short training videos are for you to watch at your convenience. These videos will walk you through accessing model policies and using CU PolicyPro’s online policy management system tools. It is recommended to watch these videos prior to editing your policies.
  3. User’s Guide – This is a printed guide with full instructions for working with the CU PolicyPro system. The User’s Guide includes the same information found in the New User Training videos.
  4. Frequently Asked Questions – A list of common questions and answers, including links to video tutorials and printable how-to materials.
  5. Alphabetical Policy Listing – Use this listing to help you find a particular policy.
  6. Table of Contents -  A numerical listing of all available model policies.

Contact Support

We are here to help!  Feel free to contact the support team with any questions regarding CU PolicyPro content or how to use the editing features and other tools in CU PolicyPro.