> For the complete documentation index, see [llms.txt](https://docs.rubica.au/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rubica.au/integrations/cdm-insurance.md).

# CDM Insurance

Sync your CDM Solutions insurance book straight into rubica — matched to the right household, and rolled up into a practice-wide dashboard.

If your practice runs insurance through **CDM Solutions**, this integration pulls every policy straight into Salesforce overnight — matched to the right household, and rolled up into a live practice dashboard your team can actually use in a client meeting.

No more toggling between two systems to answer "what cover does this client actually have?"

{% hint style="warning" %}
**This integration is switched on by request.** It only runs for firms that use CDM Solutions and have asked for it. If that's you and it isn't live yet, email **<support@rubica.au>** and we'll get it connected.
{% endhint %}

## What's in here

|                                     |                                                                                                                   |
| ----------------------------------- | ----------------------------------------------------------------------------------------------------------------- |
| **Matching & Linking CDM Policies** | Every night, CDM sends over your policies — this is how you tell Salesforce whose household each one belongs to.  |
| **Insurance Practice Dashboard**    | Once policies are linked, this is where the numbers live — premiums, renewals, risk, and a board-ready scorecard. |

## How it fits together

```mermaid
flowchart LR
    A[CDM Solutions] -- nightly sync --> B[rubica]
    B --> C{Matched automatically?}
    C -- Yes --> D[Insurance tab on the Household]
    C -- No --> E[Matching Queue]
    E -- manual link --> D
    D --> F[Insurance Dashboard]
```

Start with **Matching & Linking** if this is your first time here — the dashboard is a lot more fun once there's real data flowing into it.