CP Manager is an online hosted system that offers everything an agency could want out of an insurance agency management system. We took the advice and tips from insurance automation consultation and delivered the best possible product in the space of agency management software. We’ve tackled everything from adding a new client to your policy to creating a fully insurance specific accounting system. And, we did it all for 81% less than other systems.
Our goal was to design something that answered your call and your needs for your agency management system. It was designed with you and your team in mind as well as your budget and your time. Nothing is too miniscule to not be valued in our approach. We want to prove to you that our system can and will work for your agency.
What you wanted . . .
We saw what you asked for and we delivered. Servicing clients and adding new ones to your system got a whole lot easier. In fact, before we even released the system to you we beta tested it with CSRs who offered us insight on how to make the system even more user friendly and easier. What we ultimately got out of the exercise was an incredibly streamlined and easy-to-use system for any agency.
We want your staff to successfully manage a larger book of business. That’s why we created a highly productive system. You can build emails into your CP manager, integrate with your management software, and more. This makes communication between you and your clients as well as internally within your business that much easier.
Assets for Your Company
We offer PL and CL downloading, uniquely supporting both of the AL3 standards of the industry. We’ve got multi-agency management for use across locations, offices,or clusters. Policy management allows for both personal and commercial lines making package policies no problem for you and your agents. You can utilize insurance specific subledger accounting for power and flexibility.
We’re also proud to say our system can allow you to go 100% paperless. CP Manager offers document and attachment management systems, electronic signatures, and other integrations that allow you to be an eco-friendly, paperless business. We also overhauled all of our communication aspects to make them easily integrated and far more powerful than ever before. You can capture life, health, disability, LTC, and other policies for both individuals and businesses with eas as you move through this system.
Find Out More
If you want to see, first hand, how CP Manager can work for you and your agents, sign up to learn more and be prepared to be blown away with the possibilities. If you’re not sold now, you will be soon. Take a look at our testimonials, peruse our resources, and prepare yourself for an entirely new way of doing business.