We're Going To Prove To You CP Manager Is The BEST Insurance Agency Management System For Small Agencies

Smaller Agencies NEED Their Staff To Manage A Larger Book Of Business

The more business each staff member can handle efficiently, the longer you can delay costly hires—critical for smaller agencies working with tight budgets.

And if you’re a one-person agency, wearing every hat from sales to service, your agency's growth depends heavily on how productive your system allows you to be.

CP Manager helps you do more with less by giving you:

• Exceptional Efficiency – Handle a larger client base with fewer people by automating repetitive tasks and streamlining workflows.
• Hosted Access Anywhere – Whether you're at the office, home, or meeting a client, you can access CP Manager securely on any device—giving you total mobility.
• Delay Hiring Without Slowing Growth – By maximizing how much business one person can manage, you avoid the financial strain of premature hiring.
• Stay in Sales Mode Longer – Don’t lose momentum! CP Manager reduces your service workload so you can stay focused on lead generation and writing new business.

Too often, new agencies hit a wall—not because they can’t sell, but because their systems can’t keep up. With CP Manager, you keep growing without getting bogged down in CSR work.

Locked-Down Records Kill Productivity—CP Manager Keeps You Free to Work the Way You Actually Work

Most agency management systems lock down a client or policy record while you're making a note or update—forcing you to finish that task before moving on.

But real work isn’t linear. You often need to view and work with multiple parts of a client’s record at once—and bounce between them quickly.

That’s why CP Manager does things differently:

• No Record Lockdowns – Add notes, update contacts, view policies, and more—without being forced to close one task to start another.
• Every Section in Its Own Tab – Open Contacts, Notes, Follow Ups, Policies, Property Premises (and more)—all at once, each in a separate tab.
• True Multitasking – Work on multiple aspects of a client or even multiple clients simultaneously—just like you would in in the real world.
• Speed Up Every Interaction – No more waiting or backtracking. Get tasks done faster with fewer clicks and interruptions.

This flexible design mimics how insurance professionals actually work—and it’s a huge reason why CP Manager feels like a power tool, not a bottleneck.

Built for Both Personal & Commercial Lines—With Commercial Power That’s Unheard Of At This Price

Many systems are personal-lines only. That’s fine—if your agency is 100% auto and homeowners.

What about agencies who also write Commercial Lines?

Those “budget” systems fall short fast.

That’s why many of the agencies switching to CP Manager are Commercial-Lines heavy—and tired of struggling with systems that can’t keep up.

Here’s what CP Manager delivers:

• True Dual-Line Support – CP Manager was designed from the ground up to handle both Personal Lines and the complexity of Commercial Lines—efficiently and with ease.
• Ultra-Simplified Certificate Handling – Email, fax, and print certificates in one global action based on the recipient’s preference.
• Fast, Smart Client & Policy Entry – With only 5–6 required fields (4 auto-filled from your staff default settings), it’s incredibly fast to enter both a Personal or Commercial client so you can quickly get to the policy to start collecting policy information!
• Package Policy Visibility – Instantly see all included sections in a Commercial package policy—then double-click to dive into the details. You can also view all section details (ACORD form data) at the same time.
• Commercial Done Right – Because we built CP Manager with Commercial Lines in mind from the start, we created the table structures, workflows, and automations that commercial agents actually need.

And yes—we kept the price affordable.

If your current system was clearly built for Personal Lines and patched together to “sort of” handle Commercial Lines policies, you’ll be amazed at the difference CP Manager makes.

Easy-To-Use Isn’t a Luxury—It’s a Necessity for Small Agencies

For small agencies, “easy-to-use” isn’t just a nice feature—it’s critical to your success. Here’s why:

That’s why CP Manager was designed to be intuitive, fast to learn, and fast to use.

With CP Manager:

Going Paperless Isn’t Just Smart—It Makes You Faster

Going paperless isn’t about being trendy—it’s about being more efficient, responsive, and organized. With CP Manager, going paperless is not only possible, it’s simple.

Here's how CP Manager helps you do it:

• Built-in e-signatures that auto-place on ACORD forms
• DocuSign integration (optional add-on) for secure digital signatures
• Powerful document management with deep system integration

With our overhauled Attachments system, you can:

• Flag documents to revisit quickly
• Add Notes that connect to client/policy records
• Email, fax, or print with attachments easily included
• Apply permissions to control who sees what
• View everything in one click—anytime, anywhere

This isn’t basic document storage—this is a fully integrated, paperless workflow.

Built with MGAs, Aggregators & Wholesalers in Mind

Most smaller agencies don’t have direct carrier appointments—that’s reality. You’re writing through MGAs, clusters, networks, and other intermediaries.

We built CP Manager specifically with that workflow in mind.

Take premium financing, for example. Sometimes the finance company sends the payment directly to the carrier. Other times, it goes through your agency first. When you're writing through MGAs that represent multiple carriers, you need to control this setting on a case-by-case basis—and CP Manager lets you do just that.

And that’s just one of many features designed for the way you actually do business. Let's walk you through the rest.

Click on images for full size

Since we're talking about Premium Financing, check out our PF calculator...

X-Dating and Prospect Management Made Simple

If you’re a new or small agency, you live on X-Dates and prospecting. That’s your future book of business—and CP Manager makes managing it easy.

We added a specific policy status just for X-Dating, so you can quickly tag policies for future follow-up. Then, use the Advanced Policy Search to work your X-Dates month-by-month—just like you would your renewals.

You can also:

• Classify contacts as Prospects, Customers, Suspects, and more.
• Set follow-up dates, times, and reasons for every prospect.
• Track everything in one place using the built-in My Activities page.

This is prospecting the way it should be—organized, actionable, and built for the way you actually work.

Built to Grow With You—Now and Into the Future

Traditionally, small agencies start with a basic system they quickly outgrow—forcing them into expensive upgrades, data conversions, and retraining their entire staff. With CP Manager, that disruption ends here.

CP Manager is one of the most affordable systems on the market, yet it delivers large-agency power from day one—including robust commercial lines support. As your agency grows, CP Manager grows with you.

And when you’re ready to level up even further, you can seamlessly upgrade to our upcoming TIME System—with:

• No conversion cost
• Zero data loss
• No new learning curve

We designed this evolution intentionally—because we understand how agencies grow, and we’re committed to supporting you at every stage, without costly transitions or wasted time.

When you choose AAT, you're not just choosing a system—you’re choosing a partner for the long haul.

CP Manager Helps You Track Production and Secure Direct Carrier Contracts

Here’s a unique feature designed with your agency’s growth in mind:

CP Manager lets you capture the Parent Company for policies written through MGAs, aggregators, and other intermediaries. For example, you might write Safeco policies through multiple agencies. While the billing company is the agency paying you commission, the Parent Company remains Safeco.

This means you can easily run reports to see all policies written under a specific Parent Company—giving you clear visibility into whether you’ve met the production thresholds needed to pursue direct contracts.

Small agencies have unique challenges—and CP Manager is built specifically to help you grow, track your progress, and unlock those valuable carrier relationships.

Posted B-Tran, Upper Part. Notice all of the buttons at the top and everything you can do (click to enlarge)...

Cash Receipt Payment data-entry window is flexible (click to enlarge)...

The powerful and flexible Client Ledger window (click to enlarge)...

Accounting Made Easy—Powerful Enough for Insurance, Simple Enough for You

We get it—agency accounting can be intimidating, especially if you’re new. But once you’re running an agency, you need to master it quickly.

That’s why we built CP Manager’s accounting system to be push-button simple without sacrificing the flexibility you need.

Here’s how we make your accounting tasks easier:

Handling Agency Bill business is a breeze too:

This system is both powerful and flexible—designed with input from a 30-year insurance accounting expert to ensure it fits your needs perfectly.

Run a Virtual Agency with Confidence—CP Manager Makes It Easy

Hiring remote staff or producers working from home can be one of the smartest financial decisions a growing agency makes—especially in the early stages. CP Manager is built to fully support that choice.

With CP Manager, you get:

• A fully hosted system—accessible anywhere, anytime
• Centralized client data and communications—everyone sees what they need
• Advanced user permissions—you control what each staff member can view and do
• With the technology available today -- including VOIP office phones -- running a virtual office, even if for just a short time while you're building your book of business, will help you build the commissions needed to meet other key investments you want to make into your agency.

Investing in people over office space can boost profit and flexibility while still growing your book. CP Manager gives you enterprise-level security (think Epic or 360) without the price tag—perfect for small agencies ready to scale smart.

Affordable for Any Size Agency—Priced to Empower Growth

CP Manager is intentionally priced to give smaller agencies a competitive edge—without breaking the bank.

We know price often drives decisions for small agencies. And while we believe productivity should always come first (because that’s what drives profit), we’ve structured CP Manager to be both powerful and affordable.

In fact, our 3-user price over 3 years is lower than 81% of the 22 systems we compared. But that’s just the start.

What truly saves you money is how easy CP Manager is to learn and use. You won’t be stuck paying for endless training or struggling with complexity. Your team gets productive fast—saving time, reducing costs, and increasing profit.

Before you commit to another system, take a look at our “Big Savings Owning CP Manager” breakdown. You’ll see why more small agencies are choosing CP Manager to grow smart.

Two Smart Ways to Buy—You’re in Control

Most vendors only offer one option: low upfront and high monthly fees. That model works for some—but it doesn’t work for everyone.

At CP Manager, we believe you should decide what works best for your budget.

That’s why we offer two purchase options:

• A lower upfront cost with a higher monthly support fee
• Or a higher upfront investment that gives you a lower ongoing cost

You can even choose a hybrid based on your cash flow.

Start small or save long-term—the choice is yours.

We’ll tailor your plan to your agency’s goals.