UCCU Insurance Services partners with borrowedtyme for more than Salesforce FSC expertise.
- borrowedtyme
- Aug 10
- 3 min read
Updated: Aug 12
Jonathan Shumway is the President and one of the owners of UCCU Insurance Services. His persistence and sharp business acumen speak to a deep commitment to hard work and doing good for his clients and employees. Jon’s success isn’t limited to business, it’s reflected in the intentional way he approaches all areas of life. He’s the kind of leader people are eager to work for, knowing each day will be driven by a purpose greater than oneself and more rewarding than just another day on the job.
Caden Madsen wears many hats at UCCU Insurance Services, so many, in fact, that settling on a single title proved challenging. Jon ultimately landed on VP, Insurance Systems and Ops, with the added recognition of his roles as Integration Specialist and Technology Expert. However you define it, one thing is clear, Caden is key to the company’s growth and innovation. He is also the kind of person you want by your side. His brilliance and heart are a rare blend.
What makes UCCU's work model so effective and their team so exceptional? Simply put, they are intentional. Jon, Caden, and the team at UCCU Insurance Services live in a way that prioritizes relationships, compassion, and genuine respect for others. They share a deep passion for what is good.
Caden shares “When you truly care about your people, it sets you on the right path. Jon has shown that kind of care for both his coworkers and the business. In return, his team cares deeply too, and together, they get the work done and keep moving forward.”
Why btcore? UCCU signed on with btcore in September 2024. “btcore just shined as the clear winner above all the others. It's a managed product over Salesforce Finanical Services Cloud (FSC), and along with the personal relationship, they told us they shared ideas, shared experiences, and shared success. They have provided that 100%.”
Jon vividly recalls the frustration of working with companies that simply didn’t offer real solutions. “If you’d just come and see us at our office, you’d know what we need.” he remembers pleading. Then, he was sitting in a meeting with a group of insurance professionals and a Salesforce representative chimed in: “I know you are struggling. You should to talk to the team at borrowedtyme. I don’t know all the details, but the folks at borrowedtyme know what they’re doing.”
“Let me be clear,” Caden adds. “We didn’t just land on btcore out of nowhere. I went through seven or eight demos. Jon had done just as many the year before. We were thorough in our research, and once we found them, btcore emerged as the obvious choice.”
Jon emphasizes what made the biggest difference: “What other companies wouldn’t do, borrowedtyme did. They came to meet with us, they put in the work, and they still operate as an extension of our team. The partnership is huge and makes all the difference.”
Borrowedtyme didn’t hand over a one-size-fits-all product. “A lot of companies wanted to do that,” Caden says. “But borrowedtyme gave us the core capabilities on the FSC platform, and that was the beauty of it. We could say, ‘This is how we work today,’ and build from there with btcore. Other systems came with rigid workflows and our work is way too complex for that...we needed a platform offering to scale the operations on, and btcore delivered the capabilities and flexibility to do just that.”
Caden clarifies “what set borrowedtyme apart was more than technical skill. Their humility is off the charts. They’re not in it for the credit. They tell the truth, take in ideas from others, and always give credit where it’s due. I’m sure they come up with a lot of great ideas, but what they really do is come up with solutions. That willingness to collaborate and be open, that’s what we love.”
Kevin Rall, CEO of borrowedtyme says the leadership team of UCCU makes all the difference. "Jon, Tony (Frustaci), and Caden have a vision for their organization and they are building it with character and integrity. We continue to be inspired by their leadership and we are grateful for their partnership. They make all of us better and that makes for a special kind of relationship between the two organizations."
At the heart of it all is a shared perspective on purpose. “We always say, this is just insurance,” Jon explains. “There’s more to life than making money and selling policies. Of course, we all need jobs to provide for our families, but we believe there’s a greater reason we’re here. It’s not just about profit. And the borrowedtyme team gets that.”