TruStage - Protection Advisor Expert Connector
Quote and Cross-sell TruStage Products. Integrated to the Temenos LMS Loan Origination Module.
TruStage’s Protection Advisor Expert (PAX) connector makes it easy and seamless to quote MEMBER’S CHOICE® Guaranteed Asset Protection (GAP) and MEMBER’S CHOICE® Mechanical Repair Coverage (MRC) from a single platform, within Temenos LMS Origination.
Key Features
Directly Access the TruStage Calculator
On reaching the TruStage PAX screen, all pertinent loan, vehicle and member data is securely transferred and displayed directly within the system. Using the PAX coverage screen, the loan officer can obtain quotes using the different package options.
Retrieve Quotes and Print Documents
A simple “refresh” action, which can be done automatically in the system, pulls in the quoted product options, the cost, the status and any documents created. Documents retrieved for GAP and MRC from the TruStage Calculator are accessible within the system and can be printed along with all other loan documents at the end of the origination process.
Fulfill GAP and MRC Requests
PAX will continue to support the actual issuance process for GAP and MRC, and loan officers can continue to use PAX to quote and issue products after the loan event. The loanliner.com report manager will track and report on your sales.
Benefits
Increase Loan Process Efficiency
No longer do loan officers need to toggle between multiple programs during the loan origination process. In addition, PAX fields are pre-populated with information from Temenos LMS Origination, and all fees associated with GAP and MRC are included in the loan transaction automatically, reducing duplicate data entry and the likelihood of human error.
Boost Insurance Product Sales
The ability to quote GAP and MRC is built directly into the loan origination workflow, ensuring these products are referenced during every transaction and increasing the likelihood of a successful sale.
Provide Multiple Quotes At One Time
Using the connector, loan officers can create quotes for multiple pieces of collateral at one time as part of the loan origination process.
Monitor Performance
Using the powerful reporting functionality found in the Temenos LMS Origination, management can easily track and evaluate how often products are being quoted and fulfilled in order to make timely changes in strategy.”