2025-2026 Pub. 15 Issue 2

If you’re still relying on outdated methods, it’s time to explore how a partnership with experts in insurance tracking can transform your risk strategy. 5. Do you offer LPI? And how is it triggered? The best providers offer seamless LPI integration with automatic policy issuance upon lapse detection. 6. What audit and reporting tools are available to support compliance reviews? Look for automated audit trails, historical data access and customizable reports that align with CFPB and OCC expectations. 7. How do you ensure data security and compliance with regulations like GLBA and GDPR? Confirm they follow strict encryption, access control and data governance practices. 8. What is your process for onboarding and training our internal teams? A thorough implementation and training plan can make or break adoption success. 9. What support services do you provide? Ensure there’s a responsive support team, ideally with account-specific liaisons. 10. How scalable is your solution as our loan portfolio grows or changes? Ensure the platform can handle portfolio expansion, asset diversity and geographic growth without service degradation. Educating Professionals, Creating Leaders 2025 Sponsored by: GSB.ORG CONGRATULATIONS GRADUATES FROM COLORADO! Julia Flockhart First FarmBank Greeley Dan Frasier ANB Bank Colorado Springs Casey McDaniel The Eastern Colorado Bank Burlington Andrew Neal FirstBank Arvada Jorge Rojas Lopez FirstBank Glenwood Springs 13 Colorado Banker

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