Personalize CIPO for your Agency

CIPO Cloud puts you in complete control of how the system functions, behaves and even looks! CIPO is completely adaptable to your Agency needs, no matter the size or complexity.

No two Agencies operate the same.

We built CIPO understanding the simple fact that no two Owners operate the same. So we allow you to personalize CIPO as much as needed to help you automate, innovate and adopt it to fit your needs. Some key features include:

  • Defining agency roles, responsibilities, permissions, and eSignature authority
  • Personalized document templates for printing or sharing
  • Building your Agency hierarchy, based on roles and users
  • Configurable and templatized notifications plus reminders
  • Personalized reporting to match existing critical reports
  • And a lot more...