Review CP Manager Hassle Free!

Our Promise to You

At Agency AutomationTEAM, respect comes first. Every conversation with our account managers is designed to be comfortable, consultative, and focused on your agency’s needs—not a hard sell.

  • No pushy tactics. You’ll never be pressured into a decision.

  • Respect at every step. Your time and staff will always be treated professionally.

  • Direct accountability. If you ever feel otherwise, you can contact me personally.

I’ve spent 30+ years consulting with agencies. The lesson is simple: real partnerships are built on trust, not aggressive sales calls.

— Bradley Chesnut, President

Why Agencies Avoid System Reviews

Many agency owners dread reviewing management systems because vendor sales reps can be overly aggressive. With more than 40 systems on the market, competition is fierce—and agencies often feel “hunted” instead of helped.

We know what that feels like. I ran an agency myself in the 1980s, and I’ve seen how off-putting a pushy sales process can be. That’s why we took a different path.

Our Approach: Account Managers, Not Sales Reps

Instead of sales reps chasing quotas, we use account managers who:

  • Act as consultants, not closers.

  • Stay with you long-term, serving as your point of contact before and after you become a client.

  • Build relationships, not transactions, because agencies in each state talk to each other—and we want what you say about us to be positive.

Their job isn’t to push a product. It’s to help you discover whether CP Manager can solve your agency’s workflow and productivity challenges.

We’re Educators First

CP Manager was designed around productivity strategies, workflows, and the real way CSRs and producers do their jobs. To support that, our account managers receive ongoing training on:

  • How agency workflows really function.

  • How automation impacts profitability.

  • How different business models can be supported more efficiently.

This allows them to have meaningful conversations about your goals—not just rattle off features.

How to Evaluate Any System (Including Ours)

After decades of consulting, I can tell you the best agencies evaluate systems using one simple rule:

👉 “Show me, don’t tell me.”
Don’t accept vague promises. Ask to see exactly how everyday tasks are handled—adding a client, processing a renewal, sending an email, reconciling accounting, etc. Watch the steps. Count the clicks. Notice how much time it takes.

This is where CP Manager stands out. It wasn’t built to check boxes on a feature list. It was engineered to help your staff process real-world work faster and with fewer steps.

Respecting Your Timeline

Not every agency is ready today—and that’s fine. We’d rather leave the door open for next year than burn a bridge now. Our account managers will:

  • Respect a “not now.”

  • Note any missing features you need and circle back when they’re available.

  • Stay focused on building a positive, long-term relationship.

The Next Step: A Walk-Through

A walk-through is the best way to see if CP Manager is right for you. It’s interactive, it shows real workflows in action, and it gives you the chance to ask the questions that matter to your staff.

From there, if you want to go deeper, you can take advantage of our 7-day or 30-day Test Drive programs to use the system firsthand.

✅ Bottom line: We don’t just sell software—we partner with agencies to create measurable results. If you want a hassle-free, consultative approach to reviewing CP Manager, we’d love to start the conversation.