How We Overhauled The Agency Management System To Increase Your Productivity
Because of being so focused on Increased Productivity we ended up...
- Re-Engineering Client & Policy Management to faster and more efficiently service your clients. We did a complete overhaul of client and policy management. This isn't all.
- We made policies and ACORD forms more integrated and more single-entry.
- We integrated what we call Service Tools (Notes, Follow Ups, Attachments, Correspondence) more tightly with clients and policies.
- Core features like Notes, Follow Ups, Correspondence & Attachments, all of which are used with just about everything you do with a client, got Re-Engineered to be much more efficient to speed up working with your clients and to be more tightly integrated within CP Manager.
- We dissected the job of the CSR and created the My Activities Dashboard... One window to stay on top of work in progress and key policy issues to further save the CSR a tremendous amount of time.
- Very Single-Entry because double/triple entry is a huge thief of your time!
- Extremely Easy To Use because the easier a system is to use the more proficient your staff will be and the more productive they'll be able to become!
- Built an Advanced Endorsement Management feature to simplify and better manage endorsements.
- Took Renewals to a whole new level with an Advanced Renewal Management feature to better manage renewals and increase your retention rate.
- E-Signatures are extremely efficient! Our incredible integration with DocuSign even allows you to add other forms, set them up for signature and include them in the email. All ACORD forms in CP Manager are already setup for DocuSign!
- CP Manager can be ran from your Smartphone and Tablet day one... no additional cost! You have 24/7 access to your clients, there policies and every part of CP Manager from your Smartphone, or any other device that has an internet connection.
- Strategically, correspondence is built into CP Manager! There's nothing to install so you're able to send and receive emails and faxes on your smartphone, and create letters on your smartphone.
Wow, what a list! These are just some of things we did to increase your productivity. There are also other things we did you just need to see to appreciate.