When I Started This Project, I Refused to Build “Just Another System”

From The Desk of Bradley Chesnut 
President

Dear Agency Owners, CSR's, Producers and Bookkeepers,

I love this industry. Anyone who knows me personally has seen my commitment to helping agencies succeed — and those who don’t can hear it in my voice when we talk.

I love automation. I love solving problems for agencies. And I’m incredibly excited about what we’re bringing to the market with CP Manager.

The question I get asked most often is: “Why take on such a huge and expensive task of building an entirely new agency management system?”

The answer is simple: because it had to be done.

I’ve been working with agency management systems since the mid-1980s. Over the years, I’ve built deep expertise in agency automation, workflows, productivity strategies, training, and even programming. And yet, system after system has left me — and the agencies I’ve worked with — disappointed.

Here’s why:

• Most systems today are direct bill driven, leaving weak support for agency bill business. True agency bill requires advanced accounting, which most systems simply don’t handle well.
• Most systems are download driven, which sounds great until you realize only about 400 of 2,000 carriers download — and even those don’t download all LOBs. Agencies still need strong, efficient manual workflows, which most systems ignore.
• Commercial lines are consistently overlooked, even though they’re critical for many agencies.
• And most importantly: workflows — the backbone of a CSR’s job — have been ignored for over 30 years.

After training thousands of agency staff, I can tell you: workflows are the single hardest thing to teach because they vary by task, carrier, and line of business. The fact that no vendor has built a true workflow-driven system has always baffled me.

That’s why I created CP Manager — the first productivity and workflow-driven system.

For years, I pushed other vendors to improve their system, to make their systems easier to use, better integrated, and more productive. I was told either:

1. “Our table structures don’t support that.”
2. “That’s not a feature we believe is needed.”

Not needed? Seriously?

So instead, I listened to agencies — and we delivered what they actually asked for:

• Ease of use (the #1 request for over 20 years in surveys)
• Massively reduced workloads
• Truly integrated workflows and features
• Commercial lines power as well as personal lines support
• Full accounting
• Personal and commercial downloading for all LOBs that download
• Modernized tools like Notes, Follow Ups, and Correspondence — rebuilt for today’s agencies

We analyzed every piece of the agency management process and asked: “How can we make this better?”

The result isn’t just another management system. Agencies who have seen it firsthand call CP Manager a complete re-engineering of the agency management system.

I couldn’t agree more.

Make sure to sign up to learn more. Every couple of days, we’ll share details about CP Manager right to your inbox.

I’d love to welcome you to the CP Manager family.

Until then, blessings to you,
Bradley Chesnut

There's A Reason It Took 11 Years To Build CP Manager

Our commitment was never to be first to market — but to get it right!

Most agency management systems are rushed out in 1–2 years. Their focus? Add the “must-have features” and push it to market. Workflows, productivity strategies, and single-entry efficiency are left as afterthoughts.

And here’s the bigger problem: once agencies are added to the system, the table structures are locked down. Those table structures determine what a system can (and can’t) do, how single-entry it really is, and how productive it can ever become. That’s why so many vendors, when asked to improve their system, reply: “Our table structures won’t support that.”

I knew from the start this couldn’t happen with CP Manager.

That’s why we built it differently:

• We began with Commercial Lines first (the most complex), then added Personal Lines.
• We engineered CP Manager to be truly single-entry from the ground up.
• We built workflows and productivity strategies into the foundation — not bolted on later.

This process required time, patience, and discipline. But by holding off on adding clients until the foundation was perfect, we were able to build something no one else could: a system that is powerful, easy-to-use, highly productive, and extremely single-entry.

The result? CP Manager is light years ahead of other systems. It’s not feature-driven. It’s not weak in commercial lines. It doesn’t saddle you with double-entry or clunky workflows. From day one, it was designed to be the most productive system an agency can own.

For me, this was never about “just another management system.” It was about creating a tool that allows agencies to become the most productive and profitable in the industry.

So the question is:

Are you ready to get your time back, increase profits, and free up more money to reinvest in growing your agency even faster?