Finally, An Agency Management System Built Around Productivity... How We Overhauled The Agency Management System
We didn’t just add features — we overhauled workflows, streamlined client servicing, and made CP Manager the easiest, most efficient system your team has ever used.
With CP Manager, productivity isn’t an afterthought — it’s the foundation. That’s why we tore down the traditional agency management system model and rebuilt it from the ground up with one goal: to save your staff time on every task, every day.
Here’s how we did it:
- Re-Engineering Client & Policy Management so CSRs can service clients faster and more efficiently without endless clicks and wasted steps. We did a complete overhaul of client and policy management.
- Integrated Policies & ACORD Forms into a true single-entry workflow — no more duplicate data entry slowing you down.
- Tightly Integrated Service Tools (Notes, Follow-Ups, Attachments, Correspondence) with client and policy records so everything is right where you need it.
- Re-Engineered core features like Notes, Follow Ups, Correspondence & Attachments, all of which are used with just about everything you do with a client to work faster, smarter, and be accessible in more places throughout CP Manager.
- We dissected the job of the CSR and created the My Activities Dashboard... One window to stay on top of work in progress and key policy issues to further save the CSR a tremendous amount of time.
- Very Single-Entry because double/triple entry is a huge thief of your time!
- Designed to be Extremely Easy To Use so staff become proficient quickly, make fewer mistakes, and maximize productivity.
- Built an Advanced Endorsement Management feature to simplify and better manage endorsements.
- Took Renewals to the next level with Renewal Management that helps retain more clients and manage the process in fewer steps.
- E-Signatures are extremely efficient! Our incredible integration with DocuSign even allows you to add other forms, set them up for signature and include them in the email. All ACORD forms in CP Manager are already setup for DocuSign!
- Made CP Manager Mobile From Day One — access clients, policies, and every feature 24/7 from your smartphone or tablet at no extra cost.
- Strategically, correspondence is built into CP Manager! Send/receive emails and faxes or create letters right from CP Manager (even on your phone).There's nothing to install.
Wow, what a list! And these are only some of the productivity-boosting features built into CP Manager. Schedule a walk-through and you’ll quickly see why agencies call it the most efficient and forward-thinking system they’ve ever used.
