After 30 Years of Consulting with Agencies, What Agencies Want In An Agency Management System Is Consistent... the Top Two Requests Haven’t Changed.
They want a system that’s easy to use, and one that makes their staff more productive.
While other systems claim to be easy to use and offer increased productivity, from 30 years of extensive agency automation experience, CP Manager was built from the ground floor up to do these two things. Learn More...
Just wait until you see what an Insurance Automation Consultant with 25 years of experience can design. This is the system agencies have been asking for the past 30 years.
You Asked, We Delivered...
- See exactly how we created such an easy system! Adding a client and policy is incredibly easy, servicing clients is easy. CP Manager is so easy we even did a webinar specifically on how we created such an easy to use system.
- Two years prior to releasing CP Manager we gave a number of CSRs access to CP Manager, offered no training and then got detailed reports on how we could make CP Manager even easier. The CSRs were amazed with how easy CP Manager was with no training at all.
- You'll learn about the design of CP Manager and the things we did to create a highly productive system. We broke all of the standards of programming to create CP Manager and create the first productivity driven system ever released! The programming standard is to build feature driven software.
- Emailing Just Got Smarter—and Faster. Your team sends and receives emails all day long so we built email directly into CP Manager and tightly integrated it across the entire system. The result? Fewer steps, faster communication, and better tracking. And when it comes to handling attachments—including those received via email—what CP Manager does is nothing short of game-changing.
- CSRs Work Smarter, Faster, And Better Protect The Agency. With 30+ years of experience training CSRs, we designed CP Manager to make their jobs dramatically easier—while reducing your agency’s E&O exposure. One powerful example is the My Activities Dashboard, a centralized workspace where CSRs can stay on top of tasks, manage in-progress work, and quickly address policy issues—all from a single screen. It’s just one of 27 exclusive features we developed with one goal in mind: building the most productive system in the industry.
- Insurance-Specific Accounting, Simplified. CP Manager features a fully integrated accounting system designed specifically for insurance agencies. It’s powerful, intuitive, and eliminates the complexity found in generic accounting tools. With smart automation and "push-button" simplicity, your agency can handle accounting tasks faster, more accurately, and with less training.
- Affordable by Design—Without Compromising Power. CP Manager costs less than 81% of competing systems for a 3-user agency over 3 years. Why? Because we believe every agency—no matter the size—deserves access to a truly productive, enterprise-grade system. Our pricing model reflects our commitment to helping agencies grow without being weighed down by high software costs.
- For 30 years Mr Chesnut has been helping agencies make a smooth and painless transition to a new system. Now as the President of a vendor he's got more control to make the process even better. You'll appreciate our experiences here and how we handle data conversions to move you over to CP Manager smoothly and as painlessly as possible!
CP Manager Isn't Like Any System You've Ever Experienced Before... It's The First System Ever Designed By Insurance Automation Consultants. Designed To Give You Back Your Time!
In addition to what we mentioned above, CP Manager also has...
- PL and CL Downloading... uniquely we support both of the AL3 standards in this industry (carriers love this). We're also both IVANS and Team-Up certified.
- Commission Downloading... save time reconciling commission statements! Optionally have CPM add the producer commission line item when creating the Billing Transaction to include producer commissions.
- Very powerful multi-agency management... Use for other locations and/or clusters
- Very powerful policy management for both personal lines and commercial lines. Package policies are no problem!
- Running a policy task is one click. We planned for handling policy tasks for policies that aren't downloaded. We also planned for working with MGA's and aggregators.
- Full "insurance specific" sub-ledger accounting which is amazingly easy, yet very powerful & flexible.
- The Client Ledger was designed with the CSR in mind like being able to quickly take a payment, to easily email a payment receipt or invoice and more.
- Go 100% paperless! CP Manager offers advanced document management/attachments, electronic signatures and eSignature integration for your clients to sign forms electronically.
- Correspondence is built into CP Manager.
This is huge! Emailing, faxing and letter writing just got way easier with less steps. Plus, you can run the full CPM system on your PC, a tablet and a smart phone.
- Obviously, CPM has the standard features of Notes, Follow Ups, Attachments and Correspondence. However, we completely overhauled all of them to make them more integrated and more powerful. You need to see what we did here.
- Capture life, health, disability, LTC, etc. policies for both individuals and businesses.
- Client Activities tell you right when you open a client record if that client has any open Endorsements or Claims, or if the client owes you money.
- The security in CP Manager is incredibly thorough, with over 400 security options. You can even setup producers & CSRs to only access their client records!
- Industry Standard Reports with advanced features, Advanced Reports and Interactive Reports, and they are all super simple to run. We took reports to a whole new level giving you the ability to dig into your book of business and look at it in numerous ways. Over 100 report combinations!
- You can Flag (bookmark) just about any window.
- Right from the client record you have quick access to policies, vehicles, drivers and locations.
- How we designed CL client and policy management will have CL CSRs and producers very happy.
- Our Advanced Certificates of Insurance will have you excited. Certificates are super simple and very fast to create and get sent to your insureds even if you're sending out hundreds.
- Marketing features: Cross-sell report, x-dating strategy, advanced renewal management to renew more policies, mail-merged emails and letters, submit applications to multiple carriers at the same time.
- CP Manager also includes: T-History, Policy History, Claims management, Sticky Notes on 6 different windows, Flag any window, Driving Directions, and more.
- A Carrier Hub to more effectively work with your carriers. Your staff will love what we did here.
Are you ready to check out CP Manager?
“We’ve Heard It All Before…”
"Honestly, every vendor tells us the same thing, ‘easy to use’ and ‘increases productivity.’ So we didn’t expect CP Manager to be any different."
"But after the walk-through, we were blown away. The design, the speed, the simplicity, it’s on another level. Your website didn’t do it justice. We never would’ve known how powerful CP Manager really is until we experienced it ourselves."
There are hundreds of features in CP Manager including numerous features exclusive to CP Manager. You just simply need to see it to appreciate how we designed CP Manager. It's not like any system you've ever experienced before. Agencies call it, "The most insurance specific system they've ever seen".
Let us show you what they saw. Schedule your personalized demo and see the difference for yourself.
I can tell you about all of the amazing things in CP Manager and the results you'll get from using it. But I'm constantly being told...
