Evans, Simpson & Associates - Evans-Simpson Connector

Access Evans, Simpson and Associates’ Insurance Products. Integrated to the Temenos LMS Collection and Recovery Module.

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Access Evans, Simpson and Associates
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The Evans-Simpson connector provides Temenos LMS Collection customers with real-time access to Evans, Simpson and Associates’ (ESA) suite of insurance products.

Key Features

Easy Access to ESA Insurance Information

Quickly view a summary of account holder insurance policies, including insurance tracking status and activities, directly within the platform. Adjust insurance coverages, quote premiums and refunds, and update account standing with built-in ESA workflows. These pre-defined steps automate collateral protection insurance (CPI) administration in real-time without the need to access ESA’s LoanGuard CPI system separately.

Create Claims and Monitor Claim Status

Effortlessly submit a claim to ESA while working an account in the system. The workflow guides the user through the streamlined process, pre-filling screens with information from the Temenos database and conveniently enabling users to attach any supporting documentation. Monitor the current status of all claims with a customized reporting
dashboard.

Dashboards and Reports

Take advantage of a pre-configured dashboard and several pre-configured reports! By uniting ESA’s collateral insurance data with the Temenos collection data in the same reports, your team will make better-informed decisions. 4. Document Management – Upload insurance documents directly to ESA in PDF or TIFF formats with just a few clicks of a button.

Benefits

Centralized Administration

Administer collections and insurance tracking programs from a centralized system, allowing for unified risk management, claim automation and comprehensive reporting.

Reduce Data Entry

By combining information found in Temenos and ESA’s databases, details required to request a coverage change or to create a new claim are pre-populated, reducing the amount of data entry needed.

Highly Accurate

This integration contains a real-time connection to the ESA database so users can feel confident that policy information and reports are up-to-date and accurate.”

Resources

Evans-Simpson Connector

Download data sheet

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