How to Partner with CPIA: A Step-by-Step Guide to Streamlined Insurance Tracking Services

When managing a portfolio of loans, staying on top of every borrower’s insurance coverage can be complex and time-consuming. That’s where CP Insurance Associates (CPIA) comes in. Our insurance tracking and lender placed insurance services help financial institutions safeguard their collateral, improve compliance, and reduce administrative burden, all while enhancing the customer experience.

If you’ve ever wondered whether CPIA’s Insurance Tracking Services are right for your organization, here’s what to expect when partnering with us.

Step 1: Connect with an Expert

Every great partnership begins with a conversation. Start by connecting with one of our experienced team members who will take time to understand your institution’s goals, challenges, and existing insurance tracking process. This initial connection helps us identify how CPIA can bring measurable value to your operations.

Step 2: Discovery Meeting

Next, we’ll schedule a Discovery Meeting — a collaborative discussion designed to uncover the details of your portfolio, coverage needs, and compliance requirements.During this stage:

• We review your existing insurance tracking workflow

• Explore available coverage and monitoring options

• Identify potential deficiencies and automation opportunities

To ensure your sensitive portfolio data is fully protected, our team signs all necessary NDAs (non-disclosure agreements) before reviewing any confidential information.

Step 3: Application Submission

Once you’re ready to move forward, we’ll ask you to complete a short application. This step allows us to document essential information about your collateral portfolio, such as asset types, geographic reach, and insurance coverage preferences. It’s an important foundation for tailoring our services to your exact needs.

Step 4: ALISX Platform Demo

Technology is at the heart of modern insurance tracking, and CPIA’s ALISX platform is designed for transparency and control.Your team will be invited to a live demo where you can see how our system:

• Tracks and updates insurance data in real time

• Flags lapses or coverage issues automatically

• Provides detailed reporting and audit trails

The demo gives your staff a hands-on understanding of how ALISX streamlines compliance and improves visibility across your entire portfolio.

Step 5: Data Review and Alignment

Before onboarding begins, our specialists collaborate with your data and operations teams to ensure all information is accurate and properly formatted. This data alignment process helps us configure the platform to your unique parameters, ensuring every policy, account, and coverage detail is correctly tracked from day one.

Step 6: Proposal and Service Agreement

Based on your discovery findings and portfolio profile, we’ll prepare a customized proposal outlining service options, pricing, and support levels. You’ll have the opportunity to review, ask questions, and adjust as needed before signing the Service Agreement to officially begin the partnership.

Learn more in this printable overview of the new client journey:

New Customer Journey. Insurance Tracking.pdf

Download PDF • 123KB

Step 7: Onboarding and Implementation

Once the agreement is finalized, your dedicated CPIA Onboarding Team takes the lead.We handle:

• Secure data import into the ALISX platform

• Process configuration to match your workflows

• Staff training and support setup

Our goal is a smooth, efficient transition, so your team can start benefiting from accurate, automated insurance tracking right away.

A Partnership Built on Protection and Precision

At CPIA, we believe every client relationship should start with education, transparency, and trust. The new-client journey is designed to be both informative and collaborative — ensuring you understand every step and the measurable benefits that come with modernizing your insurance tracking.

From the first conversation to full implementation, CPIA’s expertise and technology work together to deliver:

• Improved compliance accuracy

• Reduced administrative workload

• Faster, more reliable tracking of collateral coverage

• Peace of mind knowing every asset is protected

We’re excited to show you how CPIA can enhance your institution’s efficiency and protection, with customized solutions that fit your exact needs.

Ready to get started? Connect with our team today to schedule your discovery meeting and explore how CPIA can simplify insurance tracking for your organization.