CIA Software consolidates 155 legacy screens into 28 fast, keyboard-first workspaces. Here's the full operational picture, module by module.
One screen for the whole insured: contacts, co-applicant, bilingual preference, drivers, vehicles, policies, AR ledger, documents, and a running diary. Zip lookup auto-fills city and state.
Multi-driver, multi-vehicle order entry with live premium totals, optional-coverage handling, and a built-in NHTSA VIN decoder that fills year/make/model.
Issuance through the full lifecycle: policy transactions, status tracking, commission basis, and up to two carriers per order.
Start an endorsement session, stage driver/vehicle/coverage and premium changes, and post a clean delta, with split-integrity validation, never a guess.
Date-ranged renewal worklists generated from expiring policies, with offer details, dispositions, automatic-renew flags, and one-click transfer to a new order.
Ctrl/Cmd-K from anywhere to find a customer, order, or policy by name, ID, phone, or policy number in milliseconds.
Native finance contracts: down payment, setup tiers, finance charge, and a full installment schedule, computed server-side and posted straight to the GL. No standalone vendor.
Take a payment in seconds with FIFO application to AR, premium-finance and direct-bill exchange handling, and a posted, printable receipt every time.
True double-entry GL with a declarative chart of accounts. Every posting balances to the cent or rolls back. Trial balance, repost, validate, and A/B preview built in.
Reconcile customer and carrier balances, with a combined legacy-plus-ledger view so nothing falls through the cracks during migration.
Import and reconcile insurance-company statements for both Agency Bill and Direct Bill, matched against booked premium and commission.
Track commissions by carrier, basis, and producer, tied to the ledger, not a side spreadsheet.
Build deposits from customer receipts and finance checks; record disbursements with full GL treatment.
Open and close accounting periods with a gate that prevents back-dated postings and an audit record of every close.
Balances from your old system are recomputed and verified to the cent before go-live. If it doesn't tie out, it doesn't ship.
ACORD certificates of liability, coverage letters, finance contracts, renewal notices, auto-pay authorizations, and balance-due letters, clean PDFs, English and Spanish.
Every generated and uploaded document stored against the customer, retrievable in one click. No more shared-drive archaeology.
Expiring orders, monthly expiration and renewal reports, AR summaries, receipt and deposit detail, customer-count-by-zip, and more.
Admin, Manager, Supervisor, Agent, CSR, and Accounting, each with a precise permission matrix enforced on the server, not hidden in the UI.
Row-level scoping keeps each agency and branch in its lane, while managers and accounting see the whole book.
Every mutation stamped with who and when, written to an immutable activity log. Full accountability, zero effort.
