CP Manager 2018 Has Been Released

The CP Manager 2018 R-1 Has Been Released!

What’s Exciting is Our First Release Is Leap Years Ahead of The Majority of Other Systems.

We’ve Only Just Begun With Product Features to Make Your Job Easier, Faster and Help You To Massively Increase the Profits In YOUR Agency!

Spokane, WA – September 15, 2018 – After spending over a year designing CP Manager, going through three programming teams to have the system I envisioned written, we’re releasing CP Manager 2018 R-1.

Our vision from day one has been to create the easiest-to-use and most productive system on the market. Considering there’s never been a system designed by insurance automation consultants before who thoroughly understand automation, productivity strategies and agency workflows, we’ve succeed in achieving these (and numerous other) goals!

**How Our Vision for a “Highly Productive System” Led to Re-Engineering the Agency Management System**

When I first set out to design an agency management system, I didn’t expect to completely re-engineering the agency management system. My goal was simple: create a system that would massively increase an agencies productivity, so agencies could boost profitability and free up time to work on the business instead of constantly being buried in the business.

But once I started analyzing what really affected productivity, I quickly realized how deep the problem ran—and just how limited traditional systems were in solving it.

Why Productivity Had to Come First

Most systems were “feature-driven.” They added notes, follow-ups, attachments, and other features without considering how those features actually fit into workflows.

The result? Systems that worked on paper but were hard to learn, frustrating to use, and loaded with double entry.

I knew the answer was to build a workflow-driven system—one that mirrored how CSRs and producers actually process their work day-to-day. If a system isn’t easy to learn and intuitive to use, training takes longer, efficiency suffers, and profitability declines.

A Consultant’s Approach: Analyzing Workflows

As an insurance automation consultant, I had the advantage of seeing firsthand how agencies really operate. To build the system I envisioned, we:

Flow-charted and outlined every step in key transactions (applications, renewals, endorsements, claims, etc.).
Dissected the CSR’s role to understand every task, staying on top of work in progress, and processing their day-to-day work.
Traced how data flowed through systems to design a true single-entry approach.
Explored automation opportunities while maintaining flexibility for different agency models.

This wasn’t a small job—it required tearing down the management system concept to its foundation.

But from that analysis came clarity: if we wanted a truly productive system, we had to re-engineer everything.

From Feature-Driven to Workflow-Driven

The biggest breakthrough was realizing that to achieve real results, features had to support workflows—not exist in isolation. Notes, follow-ups, policy management, renewals, and endorsements (and more) all had to be re-engineered around the way agencies actually work.

One fellow consultant who reviewed the system told me:

“Brad, do you realize you’ve literally re-engineered the agency management system?”

He was right. But that was the only way to build something that truly delivered on the promise of productivity.

The Results: CP Manager

The outcome of this vision is CP Manager—the first agency management system designed from the ground up to be workflow-driven by re-engineering the agency management system.

It delivers what agencies have been asking for:

A system that’s easy to learn and intuitive to use.
Productivity-focused design that slashes steps, windows, and data entry.
True integration with carriers to eliminate double entry.
A system that increases both productivity and profitability.

In short: not just another management system, but a re-engineered one that helps agencies work smarter, grow faster, and enjoy the results.

Experience CP Manager for yourself. Schedule a walk-through and see how much time and profit your agency can gain with a truly productive, workflow-driven system.

PR-CP Manager Released

– Press Release –

For Immediate Release

The CP Manager Agency Management System Has Been Released And Is Now Available For Purchase.

**A Strategic Review of CP Manager by a Group of Skeptical CSR’s**

Recently, I invited a group of CSR’s to test drive CP Manager and give a honest review of CP Manager.

I’ll be honest — they were skeptical going in. Their agency owner, a past client of mine, was frustrated with their current management system, and knowing me and my extensive background in agency automation he was excited to see what I was creating.

There current system is one of the “big name” flagship products in the industry, is expensive and feature-heavy, but notoriously difficult for producers and staff to use.

Here’s how we set up the test:

Every CSR signed an NDA to protect our exclusive features.
They received zero training or overview of CP Manager — they simply jumped in, added clients, entered policies, and explored CP Manager on their own.
Their job: report back with honest pros and cons.

Their Honest Review Of CP Manager (In Their Own Words)

What they found surprised them:

✅ “Intuitive, common sense, fluent workflow” – their words, not mine. The lead CSR summed it up: “If easy-to-use was your goal, you nailed it.”

✅ Policy information all on one screen – no endless tabs, no hunting for details. They loved that CP Manager uses industry-standard ACORD forms, making policy entry faster and more familiar.

✅ Everything at your fingertips – Notes, correspondence, attachments, and service tools were all just one click away. Even better, when they opened Notes from a policy, it only showed that policy’s notes.

✅ Client entry: “easy, easy, easy.” Whether personal or commercial, they found adding a client and policy common-sense and streamlined.

✅ Download-friendly workflow – The system shows whether a policy will download before they enter details, saving wasted time. That's because, if the policy is downloaded they knew they only needed to add minimal information since the download would populate the ACORD forms. If the policy wasn't downloaded they knew they needed to manually enter in the coverages and policy details. One CSR commented, “They really do understand what we go through day-to-day.”

✅ Guided Policy Tasks – Renewal Quote, Rewrite, Reissue, Cancel, Reinstate… each process is automated and simplified, walking the CSR step-by-step.

✅ Carrier integration – While I can’t reveal all the details yet, they were excited about the tight relationship between policies and carrier records, which will save major time when working with underwriters or field reps.

✅ Follow-ups linked everywhere – A follow-up can be tied to a client, carrier, or policy, with quick navigation between records.

The Agency Owner’s Reaction

The agency owner was equally impressed. After hearing the price, he literally said:

“No way. It has to be more than that. This system is so much easier to use and does far more than most on the market — it should cost 3–4 times as much.”

But affordability is intentional. My mission is to ensure even small agencies, often with the tightest resources, can have a highly productive, easy-to-use management system.

The Final Verdict

At the end of their test drive, the CSR’s turned to the agency owner and asked: “When can we put this system in place in our agency?”

That says it all.

I knew CP Manager wasn't like any system on the marketing, but this honest review of CP Manager had me smiling that I was able to achieve the results I was after in how I designed CP Manager.

Renaming The Desktop CSR

We Are Renaming The Desktop CSR. We’d Love To Get Your Input On The New Name.

In early 2000 I had the vision of creating an agency management system, and I always told myself that if I ever did I’d name it “The Desktop CSR”. Why?

I’m Continuously Amazed. Here’s What Got Me Excited Today…

The Desktop CSR now called “CP Manager” is Amazingly VERY FAST On The Internet!

Before we did the complete re-write of the system at the first of the year to bring all of the programming languages and environments fully forward so they’re all completely current I was not happy with the speed of the system. I very clearly told the programming team that the speed of the system affects an agency’s productivity so to figure out why it’s so slow (in my opinion) and fix it!

Time-Saving Insurance Agency Software - How Much Time Can You Really Save?

It's not surprising that agencies want a time-saving insurance agency software system. When agencies talk to us about CP Manager, one of the first questions is usually: “How much time will this actually save my staff?”

The answer depends on three major factors:

The system you’re currently using
The amount and quality of training you receive
How easy the new system is to learn and use

Let’s break those down.

1. The System You’re Currently On

Not all agency management systems are created equal. Some are clunky, feature-driven platforms with no understanding of workflows. Others add a bit of automation but still force endless double entry.

The difference matters. For example:

A weak system may cap CSR productivity at 1,100 policies per CSR
A stronger system may allow 1,500 policies per CSR
A workflow-driven system like CP Manager can handle 2,100+ policies per CSR

That gap is huge. It determines how long you can grow before hitting the point of needing to hire another CSR. Since payroll is the largest expense in most agencies, every increase in CSR capacity directly improves profitability.

From our consulting work, we’ve seen agencies increase productivity by up to 70% simply by moving to a system designed around workflows.

2. The Training You Receive

Even the best systems fall short without the right training. That's because there are right ways and better ways to do things. Spend 1 hour with a consultant who specializes in helping agencies increase their productivity and you’ll understand how important this piece is.

Learning a new system starts with Product Knowledge training. This is a pre-requisite to any additional or advanced training you’d get!

Unfortunately, vendors stop at “product knowledge” training which is simply showing you how to use the system... add a note, a client, or a policy and how to use the other parts of their system. Product knowledge training is necessary, but it’s only the first step.

What drives real results is workflow training — teaching staff how to process tasks like applications, renewals, endorsements, and claims efficiently. This is where agencies unlock real time savings.

That’s why CP Manager includes:

Product Knowledge Training (the basics & foundation to the rest)
Workflow/Task Training (how to handle real agency tasks)
Productivity Training (advanced strategies for scaling faster)

We even made the foundational training cost-effective, 24/7, and continuously updated — because your agency’s success shouldn’t hinge on expensive consulting hours.

3. How Easy the System Is to Learn and Use

Shockingly, there are a few systems on the market that take up to 9 months for a CSR to become proficient on. 9 months! That’s just down right crazy.

Easy-to-use is one of the top request agencies want when reviewing management systems, and for good reason!

Taking months to be proficient on a system is just unacceptable. Every extra week of ramp-up time is lost productivity, delayed client service, and wasted payroll.

That’s why we designed CP Manager to be intuitive from day one. A clean, common-sense layout means:

New staff become assets faster
Fewer errors (reducing E&O risk)
Clients are serviced quicker
Producers spend less time troubleshooting, or complaining about how complex the system is

Features like the My Activities Hub put work in progress and key policy tasks at your team’s fingertips — helping them get work done faster, stay on top of open policy tasks, and prevent important items from slipping through the cracks.

Bottom Line To Time-Saving Insurance Agency Software

Those are the top 3 factors to determine how productive and how much time you can save. The system you're on is by far the most important of the 3.

Switching to the right time-saving insurance agency software can transform your agency. From reducing double entry, to training staff the right way, to providing tools that are actually easy to use — CP Manager was designed to help CSRs handle more clients, more policies, and more work in less time.

Even a 20% boost in productivity can dramatically improve your bottom line. Imagine doubling CSR capacity without increasing payroll.

👉 Schedule a walk-through of CP Manager today and see how much time (and profit) your agency could be gaining back.

What Else Is Instrumental To These Systems

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.

Mr Chesnut Discusses 2009 SMA Report

Mr. Chesnut’s Discusses the SMA Report On Agency Management Systems that Was Published in August 2009

Spokane Valley, WA – October 2009

In August 2009 StrategyMeetsAction.com (SMA) published a report on agency management systems. It was a pretty informative report that addressed two key questions and provided the answers as an average from agencies and vendors. In a video I shared my thoughts and response to this report. It can be watched below…

Features Versus Results... CP Manager Isn't Like Any System You've Ever Experienced Before.

CP Manager Takes a Better Approach to Agency Automation. Here's Why...

When you review agency management systems, what do you usually look for?

Does it offer the features you need (Notes, Follow-Ups, Document Management, Downloading, etc.)?
Can it help your staff handle day-to-day work efficiently?
Will it cover your accounting needs?

Those are the basics every agency expects. And on the surface, most systems look the same — they all have client and policy records, ACORD forms, notes, and follow-ups. Many even share the same “standard” features like accounting or transaction history.

But here’s the problem: features don’t tell you how well the system will actually process your work.

The Trap of Feature Shopping

Most agencies make their buying decision based on two things: features and price.

And vendors love it that way — because if you never see how their system actually processes a task, you won’t notice how inefficient it really is.

The truth is, nearly every system was designed with “check-the-box” features first, and workflows second (if at all). That’s why agencies end up frustrated: the features exist, but using them feels clunky and time-consuming.

A Smartphone Analogy

Buying a management system is a lot like buying a smartphone.

Yes, every phone can call and text. Some come loaded with extras: amazing cameras, fancy apps, voice controls. But what if the phone can’t hold a signal?

If your calls drop constantly, who cares how good the camera is?

It’s the same with agency management systems. Shiny features don’t matter if the system slows down your staff, forces double-entry, or buries simple tasks under extra clicks.

CP Manager: Designed for Results, Not Just Features

With CP Manager, the question was never “what features should we add?” We already knew the basics that were required. The real question was:

“How can we massively increase agency productivity and help staff complete daily tasks in fewer steps, with less effort?”

That single focus led us to re-engineer nearly every core feature — Notes, Follow-Ups, Attachments, Correspondence — and fully integrate them into one seamless workflow. Instead of mimicking other systems, we built CP Manager from the ground up to deliver:

Faster processing of everyday tasks.
True single-entry data flow.
Workflows mapped to how agencies actually operate.
A productivity engine that gives CSRs back their time.

Features vs. Results: The Decision Point

So here’s the real question:

Would you rather choose a system based on a checklist of features… or based on how quickly and efficiently it lets your staff get work done?

Features are important — but results matter more. A system’s first job is to handle day-to-day work better than anything else. Once that’s proven, then the features become meaningful bonuses.

That’s what makes CP Manager different. And that’s why agencies say it’s unlike any system they’ve ever experienced.

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