TruStage Protection Advisor Integration Guide

This guide details the integration of the TruStage Protection Advisor system with CU*BASE, enabling online quoting and selling of GAP and Mechanical Breakdown insurance during loan requests. It outlines the necessary agreements and configurations required for credit unions to utilize this integration effectively. The document describes the setup and onboarding process, including the activation of the integration interface and the configuration of coverage codes in CU*BASE. It also explains how to navigate the TruStage interface for both new and existing loan requests, detailing the steps for submitting collateral information and processing quotes. Additionally, it covers the user-level configuration needed for loan officers to access the TruStage site and the process for returning coverage values to CU*BASE after completing the quote. The guide serves as a comprehensive resource for credit unions looking to enhance their loan processing capabilities through this integration.