How Productive Can Your Insurance Agency Become?
One Goal: Greater Agency Productivity.
What if your insurance agency could accomplish more work, provide better customer service, and increase profitability — without continually adding staff?
At Agency AutomationTEAM (AAT), we believe productivity deserves recognition.
That's why we've created the National Agency Productivity Awards, an annual competition exclusively for independent insurance agencies using CP Manager (CPM).
Whether your agency is already operating at exceptional productivity levels or achieves remarkable improvements during the competition year, you could earn national recognition, valuable prizes, and an opportunity to showcase your agency's accomplishments.
And you don't have to be a large agency to compete!
Whatever Happened to Productivity?
When agency management systems were first introduced, their primary purpose was simple: Help insurance agencies become more productive.
Automate repetitive tasks. Eliminate unnecessary work. Reduce the time required to service clients and policies. Allow agency staff to accomplish more in less time.
Productivity was the promise.
But somewhere along the way, particularly during the 2000s, the industry's focus began to shift.
Agency management systems increasingly became defined by the number of features they offered rather than how efficiently those features helped staff perform their daily work.
More features. More capabilities. More complexity.
But here's the question that often gets overlooked:
Are your staff actually getting more work done in less time?
At Agency AutomationTEAM, we believe it's time to bring productivity back to the forefront.
That's why CP Manager was designed around how agency staff actually work, with tightly integrated tools positioned where they're needed throughout daily workflows.
And it's why we created the National Agency Productivity Awards.
We're not interested in recognizing which agency has the most software features.
We want to recognize what really matters: how productive an agency can become.
How Much Is Lost Productivity Costing Your Agency?
You may be surprised how much unnecessary administrative work costs your agency every year.
Discover the potential financial impact of improving staff productivity using our free Agency Productivity Calculator.
Knowing How to Use Your Software Isn't the Same as Knowing How to Be Productive!
Most agency management system vendors provide training designed to teach agency staff how to use their software.
Where to click. How to enter information. How to use individual features.
And while product knowledge is important, there's something equally important that's often overlooked:
How can your agency use those tools to accomplish more work in less time?
That's where productivity training comes in.
Introducing AAT's Agency Productivity Training
Agency AutomationTEAM will also be offering specialized, fee-based Productivity Training designed to help independent insurance agencies evaluate and improve the way work gets done.
Rather than simply teaching software features, our training will focus on:
Identifying unnecessary steps and inefficiencies in daily agency workflows.
Reducing duplicate work and repetitive administrative tasks.
Improving how agency staff process and service policies.
Making better use of the tools already available within CP Manager.
Developing more efficient workflows that help staff accomplish more without sacrificing service quality.
Our goal isn't simply to help your staff become better CP Manager users. It's to help your agency become more productive and profitable.
Learn. Improve. Compete. Win!
Participating in the National Agency Productivity Awards gives your agency an opportunity to measure its productivity against established standards.
Our optional Productivity Training will help you identify opportunities for improvement and put more efficient practices into action.
And those improvements could help your agency compete for national recognition in our Most Improved Agency award categories.
Because the real value of agency management software isn't how many features it offers. It's how much more productive those features help your agency become.
12 National Awards. Multiple Opportunities to Win!
Our annual competition recognizes two important accomplishments:
Outstanding Productivity
Recognizing independent insurance agencies that achieve exceptional levels of productivity while servicing their personal and commercial lines business.
Greatest Productivity Improvement
Recognizing agencies that achieve the greatest improvements in productivity during the competition year.
To give agencies a fair opportunity to compete, we have two divisions:
- New CP Manager Users: Agencies that have been using CPM for less than six months as of April 1.
- Established CP Manager Users: Agencies that have been using CPM for six months or longer as of April 1.
Each division features four National Category Awards:
- Most Productive Personal Lines Agency
- Most Productive Commercial Lines Agency
- Most Improved Personal Lines Agency
- Most Improved Commercial Lines Agency
That's eight National Category Awards, with first-, second-, and third-place recognition in each category.
And above those are our four Grand Prizes!
Four Grand Prizes — Our Highest Honors!
In each division, two agencies will earn our highest recognition:
Grand Prize — Highest Productivity
Awarded for exceptional overall agency productivity.
Grand Prize — Greatest Productivity Improvement
Awarded for outstanding productivity gains during the competition year.
Grand Prizes for New CPM Users
Each qualifying Grand Prize winner receives:
- 100% refund of their upfront CP Manager base-system price, excluding additional users and add-ons, and calculated after applicable discounts.
- 50% refund of eligible Productivity Training costs.
- An engraved Grand Prize trophy and frame-ready certificate.
- Official digital award badge.
- National recognition, agency spotlight, and professionally prepared local press release.
- Promotional graphics for their website and social media.
Grand Prizes for Established CPM Users
Each Grand Prize winner receives:
- $750 AAT credit toward CP Manager add-ons or Productivity Training, valid for 24 months.
- An engraved Grand Prize trophy and frame-ready certificate.
- Official digital award badge.
- National recognition, agency spotlight, and professionally prepared local press release.
- Promotional graphics for their website and social media.
AAT credits cannot be applied toward monthly support fees.
And yes, agencies can win more than one award!
An agency winning both a Grand Prize and a National Category Award receives the prizes and recognition associated with both achievements.
National Category Winners Deserve Recognition, Too!
Our eight National Category Award winners receive:
- $250 AAT credit toward eligible CP Manager add-ons or Productivity Training.
- Engraved National Award trophy.
- Frame-ready award certificate.
- Official National Award Winner digital badge.
- National recognition on AAT's website.
- Featured agency spotlight.
- Professionally prepared local press release.
- Promotional graphics for their agency website and social media.
We also recognize second- and third-place finalists in every category, with additional account credits, certificates, digital badges, and promotional recognition.
Because exceptional productivity deserves to be celebrated at every level!
Introducing the AAT Productivity Excellence Award
Not every agency needs to finish in first place to demonstrate outstanding productivity.
Our AAT Productivity Excellence Award recognizes participating agencies that meet established standards for productivity and service quality.
Unlike the National Category Awards, there's no fixed number of Excellence Awards.
Every qualifying agency has an opportunity to earn this distinction, including the opportunity to qualify again in future years.
Recipients receive an official certificate, digital badge, and recognition on AAT's website.
Your agency doesn't have to beat every competitor to achieve excellence.
More Than Awards — A Competitive Advantage for Your Agency
Imagine being able to tell your customers and prospective customers that your agency has earned national recognition for its productivity. Or having them and prospective clients you're working with reading about your achievement in your local paper.
Winning an award provides more than a trophy.
It gives your agency an opportunity to demonstrate its commitment to efficient operations and attentive customer service.
AAT helps award-winning agencies celebrate their accomplishments through:
- National recognition on our website.
- Featured agency spotlights and success stories.
- Professionally prepared press releases for their local news media.
- Award badges and promotional graphics for their websites and social media.
Greater productivity means agency staff can spend less time on unnecessary administrative work and more time serving customers.
That's an accomplishment worth sharing with your community!
Small Agencies Can Compete With Larger Agencies
The National Agency Productivity Awards aren't about which agency writes the most premium or has the largest staff.
They're about how efficiently agencies service their business.
Our competition uses standardized productivity measurements that account for staffing resources and differences in commercial lines business.
This gives smaller independent agencies meaningful opportunities to compete for national recognition.
Whether your agency has two staff members or twenty, productivity matters.
And improvement matters just as much as achieving the highest overall productivity.
The Competition Begins April 1!
The annual competition runs from April 1, 2027 through March 31, 2028, with final productivity measurements taken April 1, 2028.
Participating agencies measure their productivity at three important points:
- April 1: Starting productivity measurements.
- October 1: Midpoint productivity measurements.
- Following April 1: Final productivity measurements.
Winners are announced following verification of the competition results, with formal recognition planned for AAT's annual national convention.
Want to Compete? Become a CP Manager Client!
Participation in the National Agency Productivity Awards is exclusively available to CP Manager clients.
CP Manager was developed around a principle we've believed in for decades:
Agency management software should help your staff accomplish more work in less time.
Instead of forcing staff to navigate unnecessary screens, repeatedly enter information, and search for the tools they need, CPM places tightly integrated tools where staff need them throughout their daily workflows.
It's a different approach to agency management software — one built around productivity rather than simply accumulating features.
And now we're giving agencies an opportunity to demonstrate just how productive they can become.
Discover What CP Manager Could Do for Your Agency
Experience CP Manager for yourself with our You Drive WalkThrough, where you control the demonstration and explore how CPM supports the way your agency works.
Participation, award eligibility, productivity measurements, and financial prizes are governed by the official competition rules.