Designing CPM to be very easy to use... #1 request of agencies!
To be single entry... re-entering data already in the system is stealing your time!
To massively increase your productivity... what would a 20%, 30%, 40%, 48.7% drop in your workload do for your agency?
One page to stay on top of your outstanding work and upcoming policy issues... ONE page! Things are no longer slipping through your fingertips.
To support your marketing efforts... cross-sell, up-sell, generate new business!
Retention management to manage and increase your retention rate... helping you to keep your clients!
To make your staff far more efficient and productive... service your clients in far less time!
To offer your agency the features your staff needs to do their jobs... We're offering features new to the management system!
Making the sales process easier and more efficient... CPM isn't just about servicing clients, but also to nurture prospects to turn them into clients!
Give you industry expected reports with a twist. Plus, advanced reports that allow you to really dig into your clients, your book of business and analyze your business in multiple key ways! You're going to be amazed at what you'll learn about your agency, producers and CSR's.
To handle your agency accounting quicker and more easily... Designed by a 30 year insurance accounting expert
To more effectively work with your carriers... we know how important your relationship is with them!
To ultimately give you back your time -- a top objective of ours -- by building productivity strategies and workflows into the system!