How Our Vision for a “Highly Productive System” Led to Re-Engineering the Agency Management System
When I first set out to design an agency management system, I didn’t expect to completely re-engineering the agency management system. My goal was simple: create a system that would massively increase an agencies productivity, so agencies could boost profitability and free up time to work on the business instead of constantly being buried in the business.
But once I started analyzing what really affected productivity, I quickly realized how deep the problem ran—and just how limited traditional systems were in solving it.
Why Productivity Had to Come First
Most systems were “feature-driven.” They added notes, follow-ups, attachments, and other features without considering how those features actually fit into workflows.
The result? Systems that worked on paper but were hard to learn, frustrating to use, and loaded with double entry.
I knew the answer was to build a workflow-driven system—one that mirrored how CSRs and producers actually process their work day-to-day. If a system isn’t easy to learn and intuitive to use, training takes longer, efficiency suffers, and profitability declines.
A Consultant’s Approach: Analyzing Workflows
As an insurance automation consultant, I had the advantage of seeing firsthand how agencies really operate. To build the system I envisioned, we:
- Flow-charted and outlined every step in key transactions (applications, renewals, endorsements, claims, etc.).
- Dissected the CSR’s role to understand every task, staying on top of work in progress, and processing their day-to-day work.
- Traced how data flowed through systems to design a true single-entry approach.
- Explored automation opportunities while maintaining flexibility for different agency models.
This wasn’t a small job—it required tearing down the management system concept to its foundation.
But from that analysis came clarity: if we wanted a truly productive system, we had to re-engineer everything.
From Feature-Driven to Workflow-Driven
The biggest breakthrough was realizing that to achieve real results, features had to support workflows—not exist in isolation. Notes, follow-ups, policy management, renewals, and endorsements (and more) all had to be re-engineered around the way agencies actually work.
One fellow consultant who reviewed the system told me:
“Brad, do you realize you’ve literally re-engineered the agency management system?”
He was right. But that was the only way to build something that truly delivered on the promise of productivity.
The Results: CP Manager
The outcome of this vision is CP Manager—the first agency management system designed from the ground up to be workflow-driven by re-engineering the agency management system.
It delivers what agencies have been asking for:
- A system that’s easy to learn and intuitive to use.
- Productivity-focused design that slashes steps, windows, and data entry.
- True integration with carriers to eliminate double entry.
- A system that increases both productivity and profitability.
In short: not just another management system, but a re-engineered one that helps agencies work smarter, grow faster, and enjoy the results.
Experience CP Manager for yourself. Schedule a walk-through and see how much time and profit your agency can gain with a truly productive, workflow-driven system.