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CP Manager Just Keeps Getting Better!

It’s been a while since we’ve shared an update—and for good reason. We’ve been busy building one of the most advanced and productive agency management systems on the market.

Since our last “Upgrades” article in 2022, over 300 new features and enhancements have been added to CP Manager, including some major upgrades that agencies are already calling game-changing.

One of the unique advantages of CP Manager is that it was designed by an insurance automation consultant with over 30 years of experience. That means the system isn’t just built for “features”—it’s built for productivity, ease-of-use, and flexibility. And yes, that also means the system is constantly being tweaked, refined, and improved. Our President, Bradley Chesnut, is relentless about making CP Manager more powerful and more intuitive—and the results speak for themselves.

From the very beginning, our mission has been clear:

  • Massively increase agency productivity so staff can get more done in less time.
  • Keep it intuitive and easy-to-learn, so training time is short and adoption is fast.
  • Support any agency business model—from centralized office teams to fully remote CSRs.
  • Empower producers to work from anywhere, whether they’re in the office, at a client’s business, or meeting prospects in a coffee shop.

CP Manager was also designed to scale. Whether you’re a small agency or a large firm processing thousands of transactions daily, the system includes powerful search and navigation tools that help staff find exactly what they need, instantly—whether that’s a note, attachment, policy, or client record.

And we’ve proven it. One of our largest agencies, with over 80 users across multiple locations, put CP Manager to the test. Their verdict?

  • Client, policy, and task entry: shockingly fast and single-entry simple.
  • Daily workflows: “mind-blowingly easy and efficient.”
  • Multi-agency management: robust enough to handle complex operations.

To support their heavy accounting needs, we took CP Manager’s already strong tools and made them even better. For example, direct bill commission statements that used to run 6, 8—even 10 pages—are now reconciled faster than ever, with fewer clicks and smarter workflows. This is because of the first new major enhancement we'll be telling you about.

Our philosophy has always been the same: every second saved is more time your staff can spend serving clients and growing your agency. That’s why every enhancement we roll out is focused on one thing—making your work faster, easier, and more profitable.

Introducing the DB Commission Management feature...

DB Commission Management Window

With this new feature we streamlined the DB commission management process dropping the time taking to handle this process by a good 40% with many page commission statements. It's one window where you can do everything needed to reconcile and process your DB commission statements. (Click on images to see it bigger).

This is simply a remarkable new feature. 

To enhance this new feature we created a faster way to create B-Trans on the fly...

Quick B-Tran

When you click the button a window pops up to choose the Client & Policy the B-Tran is being attached to. You can either first select the client and then select from that clients policies, or you can just enter the policy number which auto-selects the client...

If you have the policy number, it's just one step to start the process of creating the new Quick B-Tran.

We also give you the ability to select a history policy which is important for audits and doing a B-Tran for the previous policy term. The B-Tran is tied to the policy term.

You're then taken to the Quick B-Tran Window... (2 images to show)

In the images, the fields not pointed out auto-fill. You can see which can be edited.

The fields with an arrow pointing to it you'll either select from a pull-down selection window, edit the field or click the button.

The field where we added, "*Auto-Filled" (with asterisk), it's auto-populated when you select the producer with their default commission % but you can override this field.

You can add multiple producers to this B-Tran.

This B-Tran, if Posted, will now show up on the grid to be included in the reconciliation of the commission statement!

The large agency owners and staff are in pure "awe" of these new features!

Other Features We've Added

Commission Downloading

We also added Commission Downloading which is another major time saving feature in CP Manager. At this point there are now 3 different ways a B-Tran can be created...

  1. Manually (MAN)
  2. Policy Download (PD): Optional. If selected, can choose to include Producer commissions (uses their default commission %)
  3. Commission Download (CDL). Can choose to include Producer commissions (uses their default commission %)

To go with Commission Downloading we also include the Commission Download log & a Commission Download Orphan window.

Premium Financing

We now offer 3 ways to handle Premium Financed policies...

  1. Premium Finance Company Pays Carrier Directly
  2. Agency Collects Premium Finance Amount From The Premium Finance Company & Sends To Carrier
  3. Client Sends Full Amount to Premium Finance Company, Premium Finance Company sends Commission to Agency.

Each is handled differently in an accounting system so we created routines to support each.

Producer Chargebacks

We added a process to handle Producer Chargebacks where the accounting only affects the producer and not the agency. This is very different than a Cancellation where it subtracts the Premium, does an agency commission chargeback and a producer commission charge back.

This special producer chargeback feature only affects the producers commissions!

Increasing Productivity

The last thing I want to share (I find most people don't read huge lists of enhancement updates) is we continued to add more features to increase your productivity and make doing your job easier. Hundreds of little changes throughout the system will allow you to further increase your productivity.

If there's one thing Mr. Chesnut is absolutely 100% committed to, it's helping agencies to have a highly productive and efficient agency!

Check out CP Manager. Believe me, you'll be really glad you did.