Dear Agency Owners, CSR's, Producers and Bookkeepers,
I love this industry. Those who know me personally know this, evident in my commitment to supporting and helping agencies and the lengths I go to helping them.
Those who don't know me personally hear it in my voice when they're talking to me.
Yes, I love what I do. I love automation. I love working with and helping agencies. And I'm very excited about what we're doing and will be bringing to the market.
Probably the top question I get asked is why I chose to take on such a huge and expensive task of having an agency management system written.
Bluntly, because it had to be done. Let me explain why I say this.
I've been around management systems since the mid 1980's. Since those days I've become extremely effective in agency automation, workflows, creating workflow manuals, productivity strategies, automated marketing, training agencies on how to use their management systems, and have even become a decent programmer which allows me to very effectively work with the programming team.
The systems on the market and that are coming out have been, in my opinion as an insurance automation consultant, a real disappointment.
After InStar was bought out I aggressively reviewed all of the systems on the market to see if there was one I could take one to represent. System after system I was disappointed for one reason or another.
Plus, since the 80's, year after year, the systems have continued to over-look or completely ignore the core objectives of a system... workflows!
The steps to process a task (renewal, endorsement, claim, etc.) otherwise called "workflows" is the backbone to the CSR!
As a trainer I can tell you after training thousands of people on how to use their system, teaching workflows is by far the most difficult thing to teach and learn. That's because workflows are different based upon the specific task, the carrier and the LOB. This requires a CSR to learn the steps for a lot of different tasks and variations for carriers and each LOB.
This industry has been workflow driven for over 30 years now so it makes absolutely no sense to me that a workflow driven system hasn't been developed yet. At least not until now with the CP Manager.
I've tried hard to work closely with the other vendors over the years making many suggestions on how they could improve their system to make them easier to use, to be better integrated, to increase the staff's productivity and other key objectives agencies are after. Consistently I was told one of two things: 1) Our table structures don't support the suggestion, and 2) It's not a feature we believe is needed in the system.
Not needed? Seriously?
Finally, I found it upsetting with how too many of the vendors treated their clients. Not all, but way too many of them.
As a representative for the couple of systems I represented I maintained the highest level of customer satisfaction across that board. That's because I have great admiration for agencies and take "servicing them" as a personal and highly important role in working with them. Agencies rely on the vendor for support and training, and they're paying for this so dog-gone-it, give them the best support possible!
Knowing what's on the market and what's being introduced -- just more of the same ol' feature driven systems -- I am very confident that you will be very excited about having the CP Manager in your agency.
If easy to use, massively reducing your workload, massively increasing your productivity and having a very integrated system is important to you then I know you will be excited about CP Manager.
So many systems out there are primarily personal lines driven. Not only will CP Manager very effectively manage your personal lines business, CP Manager is also a commercial lines powerhouse! Just wait until you see what we've done in the way of commercial lines... you're going to love it.
And yes, of course we'll also be including accounting.
And downloading, both personal lines and commercial lines for all LOB's that download.
We're also bringing Notes, Follow Ups and Correspondence to the 21st century.
As far as all of this goes we analyzed every part of the system and asked ourselves, "How can we make it better?"
Those that have already seen what we're bringing to the market are all saying, "It's a re-engineering of the agency management system."
You know what, it really is.
Make sure you're on the list so you're notified when we go into BETA and general release. It's going to be here before you know it, and I can guarantee you within the first month we'll have a waiting list of at least 30 days to schedule an install based upon all of the agencies already on the list.
Make sure you're on the list so you can be notified the very day we launch the company and release the CP Manager.
Until then, blessings to you.