CP Manager Is The Mid-Sized Agency Best Automation Solution.

Increasing The Productivity Of Your Staff Even Just A Little Bit Has Noticeable, Measurable Results!

As a mid-sized agency, you have both staff and producers — and every time you add a team member, the impact of even a small productivity boost becomes more noticeable.

Let’s say you have five CSRs who each increase their productivity by just 10% (and we fully expect CP Manager to far exceed that). That’s the equivalent of gaining 20 extra work hours every single week — hours you can put to use in ways that strengthen and grow your agency.

Not sure how to make the most of those hours?

Talk to insurance automation consultant Bradley Chesnut — he’ll show you exactly how to turn those extra hours into revenue, better client service, and future growth.

The point is simple: When your team has more time, you have more opportunities. And with CP Manager, those opportunities come faster, easier, and more consistently.

Producers Are An Important Factor At This Point... They're A Key Growth Driver!

Your producers aren’t just part of the team—they’re the engine that drives new revenue. And every extra minute they spend wrestling with a clunky system is a minute they’re not selling.

One of the biggest complaints we hear from agencies with multiple producers is how slow and frustrating it is to add policies in their current system. That’s why a fast-growing agency with over 70 users made the switch to CP Manager—because time saved on data entry means more time in front of prospects and clients.

CSRs use the system daily and quickly become experts.

Producers? Not so much. That’s why CP Manager’s simple, intuitive process for adding clients and policies is a game-changer. In walk-throughs, seeing the process and steps to add a new client has become a top request. Every time, people are amazed by how easy it is. 

Faster processes for producers mean they can quote more, close more, and drive measurable growth for your agency. And that’s only the beginning—we’ll show you more producer-focused features that take selling to the next level.

Reports That Drive Smarter Decisions & Faster Growth

As your agency grows, guesswork gets expensive. You need reports you can trust—accurate, powerful, and fast—so you can make decisions that drive revenue and avoid just reacting to problems.

That’s exactly what CP Manager delivers. Our reporting engine isn’t just robust—it’s built for action. In just a few clicks, you can pull insights that let you spot trends, measure performance, and find hidden opportunities in your book of business.

We include all the standard industry reports you expect—and go far beyond them.

Our advanced reports help you work on your agency, not just in it. Just wait until you see our Interactive Reports and how you can really dig into your agency! You’ll have multiple ways to view, filter, and break down your data.

With over 100 different combinations of filters and subtotals, you can analyze your book of business by Producer, CSR, Carrier, Line of Business.

We eve offer reports to quickly see your Policy-to-Client Ratio, and the Retention Ratio between any two dates.

All of this means you don’t just see what happened—you understand why it happened and how to improve it.

Agencies tell us our reports have helped them increase retention, reallocate resources for better performance, and identify profitable niches they didn’t even know they had. That’s why when people see CP Manager’s reporting in action, they don’t just like it—they wonder how they ever managed without it.

Work 20–30% Faster by Eliminating Locked Records To Unlock Maximum Productivity

In many agency systems, opening a Note or making an update locks down the client or policy record. You’re forced to finish that single task before you can move on.

But real agency work isn’t linear — and your CSRs and Producers shouldn’t be slowed down by software limitations. You need the freedom to move fluidly between multiple records, policies, and tasks without interruption.

With CP Manager, nothing gets locked down. Every item — Notes, Follow Ups, Contacts, Policies, Policy Details, and more—opens in its own tab. That means you can have multiple client records, multiple policies, and multiple details open at the same time and jump between them instantly.

Need to review a Homeowners policy while updating an Auto policy note? No problem. Handling a commercial account with multiple premises? Open them all side-by-side without losing your place. Have a commercial package policy and need to work on each of the sections at the same time, no problem.

This flexibility saves time, reduces frustration, and makes client servicing smoother and faster. It’s a simple change that delivers a major boost in productivity — and once you experience it, you’ll never want to go back to locked-down systems again.

The image to the right shows two client records opened up with each in their own browser window, and with multiple items opened up for each, all in their own tab. This is yet another powerful feature of CP Manager to help you more quickly service your clients.

Compare this to the other systems and you'll really appreciate how CP Manager makes servicing your clients so much easier.

Conquer Personal & Commercial Lines Without Breaking a Sweat!

If your agency management system stumbles on commercial lines, you’re bleeding time and money, not to mention the frustrations that creates.

Budget systems lean hard into personal lines because doing a mono-line policy is easy, but it's leaving your commercial lines business bogged down in frustrating workarounds, especially with commercial package policies.

CP Manager flips the script as a commercial lines juggernaut that crushes both PL and CL without jacking up costs.

Set up clients in seconds with 4 of 5 client fields auto-populating for lightning-fast entry. This gets you to the policy to enter policy information (on an ACORD form) much faster!

Global certificate processing? One click sends them via email, fax, or print, saving 30% of your time. We know how important certificates are to the commercial lines agency.

From mono-line to advanced package policies, every detail is at your fingertips with a single-entry system.

Ditch the compromises—CP Manager delivers speed, precision, and power for your entire book!

Have Your New Team Members Productive in Record Time... Fast Training, Faster Productivity.

For mid-sized agencies, a clunky AMS can stall your growth, forcing new CSRs and producers into months of training.

CP Manager’s intuitive design flips that script, getting your expanding team up to speed in just 1-2 weeks—not 6-9 months like competitors.

• Word-based buttons like “Edit” or “New Note” eliminate guesswork, making navigation a breeze.
• Hyperlinks for client names, policies, and emails deliver instant access, saving 5-10 seconds per click—hours daily for busy staff.
• The My Activities Dashboard tracks renewals, endorsements, and follow-ups in one view, slashing task-hunting time by 5-10 hours a week. 

Producers, even occasional users, dive in effortlessly, staying focused on sales.

This single-entry, easy-to-learn and use powerhouse ensures your growing team masters both personal and commercial lines fast, keeping your agency humming and profits soaring!

Let's be blunt, for a growing agency, time is money — especially when hiring new team members. CP Manager is intuitive enough that new CSRs get up to speed fast, and simple enough for new producers to start working in it efficiently within days, not weeks.

The result? Less downtime, faster productivity, and a smoother transition as your team expands.

Go Paperless and Watch Your Efficiency Soar

Running a paperless agency isn’t just a trend—it’s a necessity for efficiency and growth. When every client document is instantly accessible, your team spends less time digging for files and more time serving clients.

Going paperless is the key to turbocharging your mid-sized agency’s productivity and growth.

With CP Manager, going paperless is simple:

• Attach documents directly to client records instead of filing them away. You can attach items to a client record, contact record, a policy, and multiple other places.
• Embed your signature from your staff record onto ACORD forms (see Staff Signature image). Security allows you to choose who can use your signature.
• Use our DocuSign integration (add-on) for quick, secure e-signatures.
• Leverage our Document Management Attachment feature for seamless organization.

Powerful Attachment Features Include:

• Flagging attachments for quick return access while you work.
• When attaching something to a client record, you can also attach it to a specific policy and policy section like the CGL if it's specific to a policy section and not the policy as a whole.
• When attaching something to a policy you can choose to have it follow that policy from term to term. If you don't check this box it only stays with the current policy term.
• Finding an attachment is super fast. At the top of the attachment window are numerous search fields. You can also search from every grid column which has its own filter for that column. (see Attachment Grid image)
• Add Notes to attachments. The Note also shows up under Notes with a button to open that attachment (button only shows on notes tied to an attachment). (See Attachment Note image)
• Emailing or faxing attachments instantly.
• Setting security permissions to control who can view specific documents.
• View anytime, anywhere with CP Manager, and from any device.

These tools put every client’s history and paperwork at your fingertips, 24/7/365—and that means more productivity, fewer bottlenecks, and more room to expand your business model. 

There's a lot more you can do with attachments than what I shared here.

Attachment Grid

Attachment Note: Click Attachment button to view attachment

Classify Client Records

Recall Dates - My Activities Dashboard
Notice you cadddn also create follow up calls for Customers.

Recall Grid

Use this to make your follow-up calls. Click on Insured Name to open up their client record in a new tab.

Sales And Marketing Management Is Now A Big Deal, Or Should Be If It Isn't

Mid-sized agencies live or die by their sales and marketing game. At this stage of the agency’s growth, sales and marketing aren’t “extras” anymore — they’re mission-critical.

Every agency has its own way of approaching marketing, and those approaches require tools tailored to your unique strategies.

We also know your team needs the time to actually quote and process new business. When CSRs are overloaded, productivity drops — and that’s the #1 reason agencies fail to execute the marketing they know they need. Low productivity also creates roadblocks to cross-selling opportunities, leaving valuable revenue on the table.

That’s exactly why our product development strategy starts with building the most productive, rock-solid system possible. Once that foundation is fully in place (we’re very close with a few more features we want added!), we’ll be releasing sales and marketing features this industry has never seen before.

We've already added some key sales and marketing features to CP Manager. Here’s what’s already built into CP Manager to power your growth:

And this is just the starting point. Our roadmap includes next-level sales and marketing features that will give you an unbeatable advantage in attracting, converting, and retaining clients.

Future-Proof Your Agency Management System

Upgrading to a new system is rarely something agencies look forward to — it can be stressful, disruptive, and expensive. But after 30 years of guiding agencies through the transition to a new system, our President, Mr. Chesnut, has mastered strategies that make the process smooth, painless, and worry-free.

That's not all. Check out what else we're doing...

We understand how agencies evolve — and how their needs change as they grow. That’s why we designed two powerful systems with a seamless upgrade path:

• CP Manager — Built for speed, massively increased productivity, and rock-solid client and policy management for both personal lines and commercial lines.
• TIME System — Expands your capabilities with advanced Hubs and features for large-scale growth to be a true "agency" management system.

When you’re ready to move from CP Manager to the TIME System:

• 100% of your data transfers — no loss, no downtime.
• No conversion costs — ever.
• No new learning curve — the same intuitive layout, just more features.

By offering two systems, we keep CP Manager affordable for small and mid-sized agencies, while giving you a future-proof upgrade path that eliminates the headaches of switching platforms.

We like to say: “When you choose CP Manager, it’s the last data conversion you’ll ever have to go through.”

Markets (Quick Hub)

CP Manager: Match the Right Business with the Right Carriers—Automatically

Tired of producers asking, “Which carrier should I place this with?”

As your agency grows, so does your carrier lineup—each with their own niches, strengths, and pricing sweet spots. But tracking all that in your head (or a spreadsheet) wastes time and leads to missed opportunities.

CP Manager makes it effortless.

On each carrier record, you can list:

• Preferred markets & classes where they shine
• Competitive pricing strengths
• Special coverages worth noting
• Markets to avoid for that carrier

Then, from the Quick Hub, producers simply run a Market Search to instantly see the best carriers for that client’s needs—without bugging you for guidance.

• Speeds up quoting
• Improves placement accuracy
• Reduces your interruptions
• Keeps producers selling, not guessing

With CP Manager, your producers can confidently match business to the right carriers—every time.

CP Manager Will Help Your Staff Work With Your Carriers More Effectively!

As your agency grows, so does the number of carriers you work with—and keeping track of each carrier’s specific requirements can quickly become a headache. Missing details or using outdated processes slows your team down and risks costly mistakes.

Our solution: The "To Know" tab on each carrier record. Here, your CSRs and Producers can instantly access the exact information they need when working with that carrier—no guesswork, no delays.

• Organize by Category: New Business, Endorsements, Licensing, etc. (fully customizable in Setup).
• Organize by Policy Type: Commercial Auto, Homeowners, and the rest.
• Combine both: Get pinpoint info, like “Commercial Auto Renewal” requirements, instantly.

This saves your team time, prevents errors, and ensures every submission meets carrier expectations the first time. It makes licensing new producers with the carrier easier and faster. Whatever you need to track, you can track here.

More efficiency, less back-and-forth, and a smoother workflow for everyone.

Run Your Agency from Anywhere—Without Losing Speed or Security

With CP Manager’s hosted system, your team can work from the office, home, or out in the field—24/7/365—on any device with an internet connection. No more hauling paperwork, filling out forms by hand, or re-entering data later. Everything is at your fingertips, wherever you are.

Key benefits for your agency:

With CP Manager, where you work no longer limits how you work—and your clients will notice the difference.

Posted B-Tran, Upper Part 

Notice all of the buttons at the top and everything you can do (click to enlarge)...

Cash Receipt Payment

Data-entry window is flexible (click to enlarge)...

The powerful and flexible Client Ledger window (click to enlarge)...

Agency Accounting Made Simple—Without Losing Power or Flexibility

Accounting can feel overwhelming—especially if it’s your first time running an agency. That’s why CP Manager was built to make insurance accounting as easy as possible, without sacrificing the flexibility you need to handle real-world scenarios.

We’ve taken a “push-button” approach wherever possible—if we could replace a multi-step process with a single click, we did.

Examples of one-click tasks:

Powerful, flexible features built for insurance agencies:

CP Manager’s accounting engine wasn’t an afterthought—it was shaped with the input of a 30-year insurance accounting veteran, ensuring it’s as practical as it is powerful.

CP Manager Will Save You Money — and Make You More of It

We know the value CP Manager brings. Compared to other systems, it helps your staff manage a larger book of business with less effort — instantly boosting agency profitability.

Our president has been helping agencies improve automation and efficiency for nearly 30 years, so we understand what really matters to you: results. That’s why so many mid-sized agencies are moving beyond entry-level, low-cost systems to something more powerful.

Yes, price matters — but for established agencies, productivity and ROI matter more. And that’s where CP Manager shines. It’s incredibly easy to learn and use, saving you money on training, cutting costly mistakes, and freeing up staff time for quoting, cross-selling, and marketing.

Best of all, we’ve priced CP Manager so any agency can afford it — without sacrificing power or support.