Best Insurance Agency Management Software

The Process Of Switching To CP Manager Is Smooth And Easy...

After 30 Years Of Helping Agencies Move To A New System We've Gotten Really Good At It!

Switching systems doesn’t have to be stressful. In fact, when done right, it can be smooth, systematic, and surprisingly simple.

Let’s walk through how we make the transition to CP Manager as easy as possible.

Why Ease-of-Use Matters Most

Here’s a proven fact: the harder a system is to use, the more stressful the transition will be.

That’s why CP Manager’s intuitive, productivity-driven design is such a game changer. Because it’s easier to learn and use, your team adapts faster, your downtime is minimized, and the switch feels far less disruptive than moving to a clunky, complex system.

What Goes Into Implementation

Every agency is different, but the process of moving to CP Manager is systematic. Here are the main factors:

  • Data Conversion
    • No conversion? Easy—fewer steps and faster setup.
    • With conversion? We take a structured approach, including both a trial conversion (so you can review and fine-tune) and a final conversion.
  • Downloads
    • If you use downloads, we coordinate the transition so you don’t miss a beat.
  • Policies Not Converted or Downloaded
    • Every conversion leaves some details to be re-entered. We recommend two proven methods that make this simple and stress-free.
  • Accounting
    • Moving accounting over requires strategy. We show you how to do it methodically so it’s easy and accurate.
  • Size of Agency & Training
    • The bigger the agency, the more strategic the training plan needs to be. We make sure your team is ready to go live when the conversion is complete.

The Two-Stage Data Conversion

We believe in a trial conversion first so you can see your data in CP Manager, catch issues, and request fixes before going live.

You won’t spend endless hours reviewing—we teach you a fast, methodical review process that saves time.

Plus, Mr. Chesnut personally reviews every trial conversion as an added layer of quality control.

Then comes the final conversion—and with it, the only real challenge: the “automation stand-still.”

Managing the “Automation Stand-Still”

An "automation stand-still" is the time between our pulling your data for the final conversion and when you start using CP Manager. Up to this point, you are still working in your old system so all of the data-entry you've done up to this point will be converted. 

How long will the stand-still be?

  • For smaller agencies, this is typically just a few days.
  • For larger agencies, up to 7 days.
  • Some agencies experience no downtime at all.

During this time you need to keep track of the information you'd add into your management system so you can enter it into CP Manager when you go live on it.

The main delays usually come from your current vendor, not us. For example, if they insist on mailing your data instead of uploading it to an FTP site. We stay on top of this process, set up FTP options when possible, and do everything we can to shorten downtime.

Keys to a Smooth Transition

Here’s what makes your switch to CP Manager stress-free:

  • Preparing for data conversion with smart, strategic steps.
  • Coordinating downloads so you don’t miss a beat.
  • Aligning training with the conversion (especially critical for larger agencies).
  • Spending quality time reviewing your data in CP Manager during the "trial conversion"... this one thing will make a huge difference in the quality of the data conversion. NOBODY knows your data better than you!
  • Keeping the “automation stand-still” as short as possible.
  • Open communication—quick responses both ways keep the process moving.
  • Having a designated implementation coordinator inside your agency.

The Bottom Line

Moving from one system to another doesn’t have to be painful. When done right, it’s systematic, logical, and smooth.

The real problems come from:

  • Vendors who mishandle the process. Most vendors are trying to figure out this process, the numerous pieces to it, and how to coordinate everything to make a smooth transition. Our 30 years of experience is a game-changer in this process!
  • Systems that are too hard to use make transitioning to them more difficult. Thankfully that's not the case with CP Manager.

With CP Manager, you’ll have a partner who knows exactly how to implement a system the right way—and a system that makes adoption easier on your team.

The result: a smooth, stress-free transition that gets your agency productive and profitable faster.

We Realize Making The Move To A New System May Have You Worried, So Let Us Show You Why Making The Switch Is More Than Worth It... 

Another fear some agencies have about moving to a new system is the implementation process. But after 30 years of helping agencies make the switch, we’ve perfected a process that’s logical, systematic, and stress-free. We discussed it above.

The best way to see this for yourself CP Manager is worth going through the process of switching systems is with a personal walk-through. 

In just 45 minutes, you’ll discover how CP Manager simplifies workflows, how easy it is for your staff to learn, and

If at the end of the walk-through you want to discuss the implementation process, we’ll answer your questions and explain to you step-by-step the implementation process so nothing slips through the cracks.

👉 Schedule Your Walk-Through Today »

Make the switch with confidence—and start reaping the rewards of a more productive, profitable agency.