CP Manager, A Re-Engineered Agency Management System and The First Agency Management System We'll Be Releasing...

The System You Need To Get Your Workload Under Control
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CP Manager Agency Management System

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...
The CP Manager is Single-Entry... Doing double-entry is stealing your time so we knew the importance of having a single-entry system!
Service Tools Are At The Client Record AND On The Policy... Notes, Follow-Ups, Correspondence and Attachments really are right at your fingertips
You can open as many Client Records & Policy Windows as you need... Unlimited!
CP Manager is a refreshing re-engineered system designed to massively increase your productivity and to be very easy to use. Not only is it the first agency management system designed by Insurance Automation Consultants, it's also the first system ever built from the ground floor up with a fully integrated Workflow Task Manager and based upon productivity strategies. This system is all about taking care of your clients and their policies in the least amount time possible!

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Why We Are Asking So Many Questions...

Because we're getting ready for launching the company and our primary focus at this time is to establish those agencies interested in our BETA program and Pre-Launch. For these two important phases of launching the company we need to know all of this.
The other advantage this gives us is it helps separate tire-kickers from serious buyers because tire-kickers won't want to provide this much information at this point. This is actually a good thing because with over 700 agencies already on the list we want to separate tire-kickers from serious buyers.
CP Manager is the first system we'll be introducing. About 12-18 months after the release of CP Manager we'll be introducing the first "true" agency management system... the TIME System.
When are you planning to purchase a system
This lets us know how big of an increase in productivity you'll have by switching to our systems along with other important things
The needs of an agency changes as they grow. The number of users you have gives us an idea of what your core needs will be.
FYI, the Hybrid model requires a network server and a web server. Also, we will start out with only offering Online Hosted until we have enough staff to support the additional work of helping an agency install a web based system on their network.
Your accounting needs. For limited accounting we will also offer our exclusive External Accounting feature. Full accounting will be coming a few months after we start General Release.
What do you need for downloading?
Would you like to be a BETA Tester? If yes, share % of PL & CL in the "Comments" box below. We're offering the largest discounts and bonuses to BETA testers.
Are you interested in purchasing during our 30 day Pre-Launch for the 2nd greatest savings and receiving some amazing bonuses? Pre-Launch is when we train our staff prior to going into General Release. We have a very nice discount and some great bonuses for our first 50 clients.
I'm an agency and not associated with a competing agency management system, and I won't forward or share what you send to me with representatives of other vendors. (We are offering product features & layouts, and are offering services new to the agency management system and system vendors. For obvious reasons we don't want our trade-secrets and proprietary things ending up in the hands of our competitors.)
If there's anything else you feel we should know, enter it here. The more we know about what you need, are looking for and what your must have's are the better we can serve you.