We won’t dice words, CP Manager is the absolute best insurance agency management system for all small agencies. We thoroughly believe that and want to make sure you do too. Virtually all of our decisions within the creation of this service was done with small insurance agencies in mind, and that includes our competitive and economically savvy price point.
But if you need more convincing, we’ve got the top reasons why the CP Manager should be your go-to choice for management software at your small agency.
The Need for Efficient Systems
As your book of business grows, you need to be able to keep up with an efficient system that won’t overload your CSRs. That’s where we come in. We offer an efficient and invaluable system that will become critical as your business grows.
Personal and Commercial Lines
Our system does it all. We can efficiently handle both personal and commercial lines through a lot less time, effort, and money spent. Most companies have to force their predominantly PL system to work in their move towards commercial work. Not the case with CP Manager.
Paperless Options
Our CP Manager system allows for paperless work through digital documents, signatures, and a whole lot more. Plus we integrate with other digital document systems.
The Wide Benefits of CP Manager
- PL and CL Downloading: We uniquely support both of the AL3 industry standards and Team-Up and IVANS certified
- Multi-agency management: We offer a very powerful tool for multi-agency management across locations and clusters
- Powerful policy management: We boast a great policy management tool for both commercial and personal lines. Packaging policies is also simple.
- One-click policy task: When your policy isn’t downloaded, we planned for that. You can access it with one clock and this works with MGA’s and aggregators.
- Full “insurance-specific” sub-ledger accounting: This is a powerful and flexible tool that’s incredibly easy to utilize for sub-ledger work.
- Client ledger: This was designed with the CSR in mind. You can quickly take payment and easily mail payment receipts or invoice with no issues
- 100% paperless: CP Manager makes it possible for you to go 100% paperless through advanced document attachment systems, electronic signatures, compatibility with eSignature for your clients, and more.
- Correspondence: This is built into the CP Manager. Emailing, faxing, and letter writing just got incredibly easier with fewer steps plus you can run the full CPM on your PC, tablet, or smartphone.
- Notes, follow-ups, and more: We’ve overhauled this standard feature to make it more integrated and powerful for your work.
- Life, health, disability, LTC, etc. policies: Easily capture these policies for both individuals and businesses without any extra hassle.
- And more!
Talk to us today about getting CP Manager set up for your small insurance agency and get started on improving your logistics in your office today. We want CP Manager to be an asset to your company and it starts with a phone call.