Our Agency Management Systems Are Designed to Increase Your Productivity
Unlike vendors who build systems around features, our agency management systems were designed by insurance automation consultants with over 25 years of experience working hands-on with agencies. After decades of helping hundreds of agencies streamline operations, we know exactly what staff need in order to work faster, smarter, and more efficiently.
Built Around Real Agency Workflows
We didn’t just “ask” agencies what they wanted. We worked side by side with CSRs and producers, saw the daily frustrations, and re-engineered how a system should work. The result:
Process-driven design instead of feature-driven clutter.
Workflows that reflect how your staff actually handle policy tasks.
More done in less time — or as we like to say, “You’ll be getting your time back.”
Features That Actually Increase Productivity
Every feature added to CP Manager has one core foundational requirement... it must help the agency staff do their job in less steps and less time!
Here are a few standard design features:
Multi-client access: The average CSR handles 2+ clients at once. CP Manager makes it easy by letting you open multiple clients and policies at the same time.
True single-entry: Enter information once — it flows everywhere it’s needed.
Exclusive features: Over 40 tools you won’t find in other systems, most designed to help staff process work faster and with fewer clicks.
Ease of use: CP Manager is one of the easiest systems to learn and use in the industry. That means shorter training time, quicker adoption, and faster ROI.
Designed for Integration from Day One
We planned ahead to make sure CP Manager works with the systems you already rely on:
Data conversion capabilities.
Integration with rating systems and 3rd party programs.
Carrier interfaces for smoother processing.
Training That Goes Beyond Product Knowledge
Because we’re consultants as well as system designers, our training goes far beyond “how to use the software.” We also teach:
Productivity strategies that help your staff work smarter.
Workflow best practices proven across hundreds of agencies.
Agency growth strategies that align with your automation.
When productivity training and growth strategies are in sync, your agency gains more than just a new system — you gain a partner in growth.
Two Systems to Fit Different Needs
CP Manager: A Client & Policy management system designed to compete with and outperform traditional systems on the market.
TIME Agency Management System: A true, full agency management system that redefines what’s possible for independent agencies.