Have you been searching for the Best Insurance Agency Management Software? As a smaller agency, you have unique and specific needs, and a lot of the big-name data management vendors can’t keep up with those needs. We can! Our CP Manager is defined by several qualities that fit perfectly in a small business environment that deals with sensitive information frequently.
5 Defining Qualities Of Our CP Manager
1. Long Lasting History Serving Agencies
For over 30 years, our company has been helping small insurance agencies implement a new, more efficient data management software system into their ranks. Yup, that’s us! With our CP Manager, we take daily operations and transform them into something sleeker, smoother, and more reliable. A lot of manual, mundane tasks are moved to an automatic policy process, or a simple one-click action that takes you seconds compared to minutes. Save time, preserve your data, and improve the function of your team on a large scale basis with our tried and proven CP Manager.
2. Simplistic, Automatic Accounting
One of the star aspects of our CP Manager is the way accounting is handled, and everyone who has gotten our software has adored the approach. It’s designed to work on the same level small insurance agencies work at, so the way it handles policies and speeds up your system and processes billing and payments is beyond what many other vendors can provide. The bigger your agency, the more you’ll benefit from the smooth accounting features in our software.
3. Trial Data Conversion Phase
Before you fully commit and make the switch over to our CP Manager for your system, we introduce our new interface and data organizational platform as a trial first. Your team will get the opportunity to explore and navigate the new software without losing any real data in the event an error is made, and it gives everyone a chance to decide if this is a good fit for your agency. After that, we make a permanent data conversion to the CP Manager.
4. Short Conversion Timeframes
We understand how important it is to get back to business running smoothly, as so our system is designed for this ease-of-use approach and seamless transition. We have an “automation stand-still” that helps to protect your data, fast training techniques to get the whole team up to speed, and brief but efficient measures we take to get this software working quickly. As we work with your current vendor, the time we get this job completed will depend partially on them, too, but on our end, we get it finished fast.
5. Advanced Transition Strategies
The true ability that defines our small insurance agency management software is the simple ease-of-use and fast conversion times. It’s easy to learn, easy to train, and easy to adapt too! Plus, with as long as we’ve been at this, we know exactly how to avoid every bottleneck and have fast solutions for just about every issue that may arise during implementation.