Regulatory and Compliance Fulfillment; Underwriting; Claims Management; Financial Management, specifically; Assistance, advisory services and consultancy with regard to business planning, business analysis, business management, business organization, marketing and customer analysis Business risk assessment services and consultation; Administering discount group purchasing programs, namely, negotiating contracts with providers of banking and insurance services, to enable participant members of a union to obtain discounts on the purchase of the financial and insurance services of others through the use of union discount membership cards; Insurance lead collection and matching services, namely, matching consumer requests for insurance policy quotes collected over the internet to pre-qualified insurance brokers, agents and agencies interested in those requests;Managing the operations of insurance agencies and brokers on an outsourcing basis; Providing a pricing program in the field of property and casualty insurance through which members of designated associations, organizations, and groups may be offered or granted downward adjustments in the premiums for such insurance; insurance agent referrals; statistical evaluation of insurance claims performance measures for others; online business risk management service for use in project management; Tracking and monitoring insurance compliance and captive insurance companies

Financial investment services, namely, administering the issuance, underwriting and distribution of securities; Assistance, advisory services and consultancy with regard to business planning, business analysis, business management, business organization, marketing and customer analysis; Business risk assessment services and consultation