Test Drive CP Manager for 7 Days or 30 Days

See for yourself how easy, how single-entry, and how much more efficient CP Manager is — with two Test Drive programs to choose from.

We're so excited about CP Manager, we’re offering a 7-day and 30-day Test Drive of CP Manager. This lets you “get under the hood” and experience firsthand what makes CP Manager so different from any other AMS on the market.

Frankly, nothing is more effective in determining if a system is right for your agency than being able to use it yourself. With a Test Drive, you don’t just watch a demo — you actually work in CP Manager, testing it against the way your agency does business.

Every vendor should let you test drive their system. Most don’t. We do — because we believe it’s the only real way to know if a system will:

Fit your specific business model.
Support the way your staff works.
Deliver the productivity gains you need.

Use It Anywhere, Anytime

Because CP Manager is 100% cloud-based, there’s nothing to install. Try it on your desktop, tablet, or smartphone:

Finish client work at home after dinner without skipping a beat.
Handle renewals from the sidelines of your child’s ballgame using a tablet (may need to use your smartphone as a "hotspot").
Knock out tasks while watching TV with your family.

It’s not just about getting work done faster — it’s about having the flexibility to do it where and when it fits your life best.

We’ve even had spouses thank us because CP Manager gave them more family time back. That’s the power of true productivity.

Why This Matters to Your Agency

A Test Drive isn’t about watching a demo — it’s about actually using CP Manager the way your staff would. Once you do, you’ll experience what other agencies are excited about:

Workflows become noticeably faster and easier.
Insurance-specific features handle real-world tasks the way your staff actually works (having said this, many CSRs struggle to follow proper workflows simply because their current system’s design won’t let them).
Productivity jumps because CP Manager was designed from the ground up as a true single-entry system.

That’s why so many agencies say: “Your website didn’t do it justice — we had to use it to really appreciate what CP Manager can do.”

The Special 90-Minute Walk-Through Prior To Test Driving CP Manager

Both Test Drive programs begin with a special 90-minute walk-through of CP Manager. This session is designed to give you the foundation you need to get the most out of your Test Drive so you know exactly how to maximize your test drive. This session ensures you’re not wasting time “figuring things out” — you’ll be ready to make the most of your week.

We also encourage you to let staff members try CP Manager during your week. They’ll quickly see how easy and intuitive it is — and where they might need quick guidance for highly insurance-specific features like endorsements and renewals.

What We Cover

Key attributes of CP Manager so you can maneuver through it more effectively.
Core features that are consistent throughout the system, so once you learn them, you’ll see how they repeat everywhere.
The overall “character” of CP Manager — once you understand how it thinks, everything clicks into place.

Why It Matters

By starting with this walk-through, your time in CP Manager is far more productive. Instead of figuring things out the hard way, you’ll already know how to navigate, where to look, and how to explore the workflows that matter most to your agency.

We're Driving This Walk-Through

In a normal walk-through, we let you choose if you want someone in your agency to drive CP Manager. With this walk-through it's our showing you key things in CP Manager so you can maximize your Test Drive time. There's a lot to cover, and we just can't get through it all if we let you drive.

The time goes quickly — 90 minutes will be up before you know it. Stay focused so you can see the areas that will help you maximize your Test Drive experience.

Details of the 7-Day Test Drive Program

The 7-day Test Drive starts on Monday and runs through Sunday at 9:00 pm PST. When you sign up, you’ll choose the Monday you want to begin.

You'll be given one login you can share with your staff. It's a community login, others will have used it in previous weeks.

Access & Security

You'll be given one login you can share with your staff. It's a community login, others will have used it in previous weeks.
The login will have nearly full security so you can test almost everything.
- However, since this is a shared Demo Agency, some functions (like full staff record control) are restricted. It's with staff records where we locked things down and limit your access.
Don't share any personal information, like setting up a client in your name or anyone in your agency. If we find client records or other records with personal information in them, we immediately delete them. This is for your protection.
We have rotating user logins. Only your agency should have the login we provide to you for the week. However, mistakes happen, especially since this is a shared Demo Agency and a shared login.
If you want to setup the email on this staff record you can. We want you to test out the emailing in CP Manager. When setting up your email credential, don't use your actual email address. We strongly recommend you create a new “clean” test email account such as a Gmail account or a test email address for your agency like "cpmtest@". Try to remember to remove it at the end of the week.
- Only people who have your specific login will have access to your email credentials. People who login with the other Demo User accounts cannot access any email credentials of any other user.

We charge $67 for the 7-day test drive. The test drive program is for agencies who are serious about moving to a more efficient, more productive system.

The fact is, the 7-day Test Drive is the most cost-effective way to “look under the hood” and see if CP Manager is right for your agency. For $67, you get a full week of hands-on access — and if you decide to purchase, the fee comes right off the price.

👉 Please don’t ask us to waive the fee. After 30 years in this business, here’s what we’ve learned:

Serious agencies don’t hesitate to invest $67 to confirm a system will meet their needs.
Agencies that push back are usually tire-kickers.
If you’re not ready yet, schedule a no-cost 90-minute Walk-Through first, and we'll even let you drive. If CP Manager looks like a fit, then commit to a Test Drive.

If you purchase CP Manager within 30 days of the Test Drive, your $67 fee is applied to your purchase.

There’s also a Pay Button to purchase the Test Drive at this page.

Or you can mail the Agreement and a check to us. The mailing address is on the Agreement form.

Details Of The 30-Day Test Drive Program

Our 30-day Test Drive program is a whole different ball game from the 7-day Test Drive. With the 30-day Test Drive program, we actually set up your agency on CP Manager at our live server — as if you were already a client.

That means when you decide to move forward, you’ve already had a month of data entry into CP Manager. No starting from scratch.

Here’s what to expect:

Full Agency Setup: You’ll be able to add, edit, and manage staff records, personalize your setup, and print ACORD forms with your agency’s name and address.
10-User Default: By default, we set you up with 10 user seats (more available if needed).
System Overview: While training is still fee-based during the Test Drive, we provide a complimentary 2-hour system overview to show you how to maneuver through CP Manager.
All Features Available: You can do everything a live customer can do — it’s your system for 30 days.

Important Notes:

We do not allow Test Drives prior to a walk-through. A walk-through is required first so you’re prepared to get the most from your Test Drive.
With both Test Drive options, if you choose CP Manager within 30 days of the start date, we’ll apply the Test Drive fee toward your purchase.
If you need training during the 30-days, you'll need to purchase it like a normal client would. This is why we provide the 90-minute walk-through prior to the test drive like discussed above.

Remember, This Is A Test Drive:

Because this is a "test drive", we're not offering you all of the services and everything we'd offer to a new client. Your account manager will be available to answer questions.
- We're not going to go through the setup process to personalize everything to your agency.
- We're not giving you access to the Client Only area of the website for the "new user" training and implementation process which guides you through setting up and personalizing CP Manager to your agency.
- Your account manager will be available to answer questions.
The $197 covers creating your agency on the live server, the 90-minute walk-through and a 2 hour multi-media CP Manager overview.

If you want the same services a new client would receive, purchase CP Manager.

The fee for the 30-day Test Drive is $197. To sign up, click the following image…

You’ll see there’s an agreement form you’ll need to download, sign and send back to us. This form also asks questions we need to know to setup your Staff record and set you up for the Test Drive. There’s more we need to know to set you up for the 30-day Test Drive than the 1-week Test Drive.

There’s also a Pay Button to purchase the Test Drive at this page.

Or you can mail the Agreement and a check to us. The mailing address is on the Agreement form.