Bookmark this page. Notice the above menu offers a lot more information about CP Manager and the many advantages you gain by using CP Manager in your agency.
Introducing the CP Manager Agency Management System
The FIRST agency management system designed by Insurance Automation Consultants and the FIRST system designed to be productivity driven!
Are You Ready To Get Your Time Back?
CP Manager Is 25 Years In The Making. Designed For Maximum Productivity!
CP Manager Features Include:
A Sample Of Increased Productivity: Our Notes Are Powerful & Fast To Create
Adding a note is quick and easy because there are lookup tables that speed up data-entry.
I love lookup tables because they speed up data-entry and maintain consistency with the fields.
In addition, at the Carrier Record and Client Record you can even enter who you talked to. Client notes auto-populated with the "Primary" contact. Then when you pull up their contact record you will see the notes (and correspondence) tied to their record! Talk about making it so much easier to work with contacts of an Insured and Carrier.
Finally, you can even attach a note to a policy and even to a specific section of the policy. If you added the note from the policy, the policy is automatically tied to the note. When you view notes from the policy you only see the notes tied to that policy. Here's a note being added at the client record...
Keep reading to learn what else CP Manager can do and about the many other features included in CP Manager...
More Powerful Features In CP Manager
Downloading
Powerful Multiple Agency Management
This just highlights some of the key features. There's many more features around multiple agency management
Re-Engineered Notes, Follow Ups, Correspondence and Attachments which we call "Service Tools".
My Activities Dashboard
There's a lot you can do here. This is just a couple of those things.
As you can see, it is not our desire to be just another feature driven system that doesn't do a whole lot to increase your productivity in this workflow driven industry.
It was time for the management system to be re-engineered to support today's agency and help today's agency create the levels of productivity that is possible.
Since this system didn't exist,
WE DESIGNED IT!
There's A Lot Of Excitement About The CP Manager Management System! Here Are A Few More Things That Has Agencies Excited...
CSR's Manage Larger Book Of Business
When you have a highly productive system which allows you to get your work done a lot faster, you can manage a much larger book of business.
Our Imaging & Document Management
In this day and age of going paperless, we were meticulous in our imaging module. Attach items to a client, a policy, a section of a policy, a staff record or carrier. You'll like this feature. You can easily attach them to a letter, fax or email.
Easy, Easy, Easy To Learn & Use
Survey after survey clearly points out that "Easy To Use" is the #1 request of agencies of a management system. Easy to use was a primary objective of ours, and we nailed it!
The Direction The Company Is Going
Agency AutomationTEAM, Inc is a forward thinking company who puts our clients at our highest priority. Between our tight relationship with our clients, the voice our clients have and the future of our products, you'll also love the direction we're going.
Using The CP Manager Agency Management System Will Have Your Staff Excited About Servicing Your Clients...
When accessed from a specific policy, you'll only see Service Tools for that specific policy... For example, just the notes for that policy, just the follow-ups for that policy, etc. Nice!
When you click on the "Action" button for the client record you need you can choose...
View: To pull the client into the same window (if you're done with the record you're on), or
New Window: To open the client record in a new window (Double clicking the record does this too)
CP Manager will include the primary Hubs needed to service your clients and their policies along with handling your agency’s accounting, work with your carriers, maintain information about your staff and run the reports you need to stay on top of your agency. Listed above is the Hubs available in CP Manager.
CP Manager has been designed to handle 1 user agencies up to 1,000 users. That’s why we used SQL as our database engine (SQL is FAST) and why we put search filters in all of the Service Tools… so you can find that letter, that note, that attachment or whatever you’re looking for very quickly!
CP Manager is unlike anything you've ever experienced before. It's the kind of system you'd expect and hope to have released when it's insurance automation consultants who design the system.
Take a look at many of the things you can do from a client record and how common-sense the design is (We've made some updates to this window so there's now some additional information not shown here)...
The CP Manager Agency Management System Is Loaded With Powerful Features!
It's true, CP Manager has lots of powerful features. What you may not know is the majority of features are around increased productivity, client management and policy management.
Massively Increasing Your Productivity
Yes, our primary focus in designing CP Manager has been on creating a system that would massively increase your productivity.
Between our exclusive Workflow Task Manager and My Activities page, just these two features alone will make a huge impact in massively increasing your productivity. What's exciting, is these are just two of numerous things we've done to increase your productivity.
Being Very Easy To Use
There's a reason "easy to use" is so important to an agency and the #1 request of agencies. For starters, it means a shorter learning curve to being able to effectively use the system.
It also means CSR's being able to do their job faster because they're not looking for the tools they need or figuring out how to use a feature.
Here's a simple example. Both of these icons are to create a new record ... 
or 
. Which is easier for a user?
Ours is the "Create New" button. We use 'Words' to avoid needing to hoover over it to figure out what it is! You'll love our attention to the details and little things.
The Learning Curve Is Dramatically Shortened With CP Manager
Absolutely it is! That's because CP Manager is more intuitive, icons have words, it offers a more common-sense layout and the time consuming job of teaching CSR's workflows so they properly process their work has all but been eliminated with our exclusive Workflow Task Manager.
When you have people who have spent the last 25 years working with agencies helping them to more effectively use their management system and who are experts in workflows, productivity strategies and agency automation designing the system, of course it's going to be an easier system to learn and use!
Find The Record You're Looking For Quickly
When a client calls in, you need to find their record fast! The problem with many systems is they only allow a few key ways to find a record. Take a commercial account, for example. Most systems will only pull the record up by the commercial name. In CP Manager you can pull up a record by... Insured Name, DBA, Company, Customer Code, any part of the address, by any of the phone #'s and email address.
On top of this, you can pull up a record by policy # (even if you only have a partial #), by the additional named insured, by the contact (first name or last name), by any of the contacts phone #'s and the contacts email address.
When it comes to finding a record, we offer over 34 ways to find a record. We've got you covered.
That's Impressive... What Else Can The CP Manager Agency Management System Do?
A LOT! The best way for you to see everything this system will do is to schedule a live demo of the system. For now, here are a few more things...
Better communication with carriers
We know how important your relationship is with carriers so we made it easier to work with them. In addition, CP Manager offers carrier downloading for both PL and CL.
Downloading with your carriers
To quickly and easily keep your policies current and up-to-date with carriers that download you'll want our download module. We download with all carriers and all LOB's they download. We're certified with both IVANS and Team-Up
Run from a PC, Tablet or Smart Phone
Right out of the gate, CP Manager can be ran on all 3 of these devices. AND, there's no additional cost for a tablet or Smart Phone.
A seamless upgrade to the TIME System
That's right, when the TIME system comes out there's no cost for a data conversion and 100% of data converts, and there's no new learning curve. It's how an upgrade to a new system should be! There's no reason to wait for the TIME System.
The CP Manager Management System Helps You Work More Closely With Staff and Carriers Too!
We know how important your relationship is with your carriers, and we know you also need to be able to stay on top of your staff. Check this out...
Notes, Follow-Ups, Correspondence & Attachments
At both the Carrier Record and the Staff Record you have the core Service Tools just like you have at the Client Record.
Open Endorsements & Claims
At the Carrier Record you'll have the "Open" Endorsement and "Open" Claims for that carrier right at your fingertips. Discuss one of them or all of them with the carrier representative. Drill into it for the details.
Carrier Contacts & Departments
Attach Departments or Contacts to the carrier record. Tie notes and correspondence to their record. You'll love how this works and how it'll help you work more closely with carrier contacts.
Writing Codes
Manage your carrier writing codes. You can even set a default.
Agency AutomationTEAM, Inc Is Client Driven & Focused. There's A Reason For This...
President & Founder Bradley Chesnut has spent the past 25 years working hand in hand with agencies across America helping them to more effectively use their automation and increase their productivity. Watching the decisions he's making and the programs he's putting in place at the company, it's very clear that he's a strong advocate to the agency and is genuinely concerned about your success.
What Programs Have You Added?
Tell Me More About The "Upcoming Feature Input Program"
Tell Me More About The "Feature Voting Program"
"Over the years, it's made absolutely no sense to me why vendors don't work more closely with their clients and give them a larger voice in the direction the product goes, what features are being added to it and the order in which new features get added to the system especially when you consider how important this software program is to an agency."
Bradley Chesnut, President
It's a fact that Mr. Chesnut has a very extensive background in working with agencies and has a deep respect for agencies. After all of the years he's worked so closely with agencies and his commitment to them, agencies should be very excited that it's Mr. Chesnut who's the President of Agency AutomationTEAM. We don't believe any other vendor could possibly do more for agencies or be more of an advocate for agencies than Mr. Chesnut. That's very obvious when you see the programs Mr. Chesnut is putting into place to get agencies involved in the direction of the product and company, and everything else Mr. Chesnut is doing.
Take, for example, how Mr. Chesnut has priced CP Manager... talk about an amazing price!
More about this following. Like he continuously says, "No agency left behind", and he means it!
Finally, We Priced CP Manager So It's Affordable To ALL Agencies! With CP Manager You'll Save Both Time AND Money!
CP Manager Is Affordable...
As we've shared, we know the value of this single-entry, highly-productive system and the fact that we're introducing the first workflow driven system to the industry!
However, our President, Mr. Chesnut, is adamant that every agency, regardless to size, should be able to afford a highly-productive system. That's why he has priced the system less money than 70% of the systems on the market...
Agencies will no longer need to purchase a low-end systems heavy in double-entry and with poor workflows simply because of price!
In addition to this, Mr. Chesnut doesn't feel an agency should have to pay for features they don't even use, when this is possible. A huge frustration of many agencies is paying a high price upfront and high ongoing support fees for a system they only use 15-20%.
According to the high majority of agencies Mr. Chesnut has discussed this with, they would prefer to have a lower price and lower monthly support fee and then be able to purchase the features they need for their agency. Do you also agree with this?
This is the model we've chosen for our company ... to turn features that not every agency would use into an add-on module giving them the option to purchase it if they need it or to keep their costs down if they don't need it.
An example of this is our upcoming individual life and health management system. Not every agency sells life and/or health policies so those who need it can purchase it and those that don't are able to keep their costs lower. This provides a real win-win solution for all.
The final point here is we offer two pricing models. One offers a greater short term savings over the first 2 years and the other offers a greater long term savings from the 3rd year on. You select the one that best meets the needs of your agency.
The fact that we give you the option between the two is unique in this industry. Most only offer the "short term savings" program.
Talk to your account manager to determine which is best for YOU!
As You Grow We Provide A Seamless Upgrade Path To The TIME System
Another huge concern and frustration to agencies purchasing low-end, low-priced systems is knowing that as their agency grows and they bring on more staff, their needs will increase and they'll outgrow their low end system. This is a common evolution of new agencies and small agencies.
One of their biggest concerns, and rightfully so, is converting their data to the new system.
After 25 years of working with agencies we are very clear of the growth pattern of an agency which is why we have once again done what no other vendor has ever been able to accomplish... we provide our CP Manager clients a seamless upgrade path to the TIME System! It's a truly brilliant solution. Many call it the "perfect upgrade solution".
Here's how easy it is to upgrade to the TIME System:
- 100% of your data will convert to the TIME System... you won't lose one iota of information or data!
- There's NO COST to converting your data to the TIME System!
- There's no new learning curve because we maintained the carefully designed layout of CP Manager since this layout offers maximum functionality and productivity!
Plus, there's no down time when converting!
There's no better solution to moving to another system than this!
As Insurance Automation Consultants, we really do understand agencies, their needs and how they evolve over time... evidence in all of the things we're doing to protect you, provide you with the kind of solutions you need, going against the grain in this industry when it's not in the best interest of our clients and providing you with options and much more.
Seriously, isn't this the kind of company you'd want to develop a long term relationship with? I ask because we're doing everything in our ability to create a long term relationship with our clients... how are we doing at accomplishing this?
Talk to an Account Manager now and schedule your live demo of CP Manager and get your questions answered. I'm sure you have quite a few... contact us now.
Frequently Asked Questions & Answers
You haven't talked about training. Do you offer training programs?
What kind of upcoming features are planned?
How long will it take for us to get the system installed in our agency after purchasing?
I am very impressed with this system. Why has it taken so long for a system like this to be released?
