Emailing In CP Manager Is Very Powerful and Very Efficient… This Is How Emailing Should Work! 

You and your staff are sending and receiving a lot of emails every day. The problem is, management systems don’t make this process seamless and easy, and you’re spending a totally unnecessary amount of time each day just handling and dealing with emails. It’s crazy how much time agency staff is spending on emails by doing a lot of drag and dropping with each email sent or received to link it to a record or add the email attachments to a record in your management system.

Email is strategically built into CP Manager because it allows you to do a lot more with email in a lot less steps! You can say good-bye to the time-consuming drag and drop process of adding sent and received emails and email attachments to your client records in your current management system.

In the pursuit of creating a highly productive system we built emailing into CP Manager (along with faxing and letters). It’s tightly and thoroughly integrated. By doing this it greatly reduces your steps and time when dealing with emails both sent and received.

Take a look at a few of the things we did to increase your efficiency and reduce the steps when working with emails:

  • One click to start an email… just click on their email address.
  • You can link an email to numerous records… the main client record, a client contact, the policy, the policy carrier and a policy carrier contact. The email sent or received can show up at all of these places under Correspondence for these records.
  • If you drag and drop attachments from your computer onto the email to be sent these attachments will automatically be attached to the clients record. Talk about saving you time.
  • Emails received which have attachments, you can add the attachment to a client and policy with a single click. Again, talk about saving you time.
  • You can email an ID Card, an Invoice and a Certificate with a single click.
  • You can email a client attachment in the system with a single click.
  • You can build an email pulling from Attachments, policy sections (ACORD forms) and Supporting ACORD forms putting all items in a single PDF file in the order you want them.
  • You can globally email or fax statements to all clients who have an outstanding balance. You can also send statements individually should a specific client need one.
  • You can globally email or fax Certificates to all cert holders of a master certificate. You can also send a certificate individually to each cert holder.
  • When sending an email you can choose WHO you want to send it to… the client, a client contact, a carrier, a carrier contact, the policy carrier or the policy carrier contact. Or you can send it to all of them by adding them to the To field, CC field or BCC field. Just click who you want to send it to and how you want to send it to them.

Can you do all of this in your system?

And this is just a couple of the things we did to make emailing more efficient.

Look at how much time and the number of steps we saved you for each email and then consider how many emails you send and receive every day.

Then, because we built emailing into CP Manager as a fully integrated part of CP Manager, you can do all of this from any device –any PC (home or work), a smartphone or tablet– that has an internet connection. There’s nothing to install to create, view, send or receive correspondence (letters, emails and faxes) with CP Manager. You have full access to all of it.

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There’s nothing to install to create, view, send or receive correspondence (letters, emails and faxes) with CP Manager.

You have full access to all of it… work from home, do business at a coffee shop, be able to service your biggest client while on vacation, etc, etc, etc!
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Check out this video showing you how to create an email mail-merge template and then how to use it…

I’m not aware of another management system that can do email mail-merge templates! It’s another first in this industry and another exclusive feature of CP Manager.

I’m Going To Do Something Unusual. This Is How Excited I Am About The Email Features Of CP Manager Because Of How Much Time You’ll Save When Handling Your Email With CP Manager…

Bluntly, I’m very proud and very excited about what we’ve accomplished with emailing considering how much email each person in your agency handles each day! I want you to see just how powerful, how flexible and how much time you’ll save when emailing from CP Manager.

Here’s an actual training video I did for our clients showing them how to use the emailing features in CP Manager. It’s an hour long because it’s thorough and explains the different options.

This should blow your mind and show you how smart it was to build emailing into CP Manager versus integrating with a 3rd party program via an API which limits what you can do and how data flows between the two programs. I did NOT want to have that much limitation with something as important as emailing!

Take a look at the emailing training video and then call us and let’s do a personalized walk-through of CP Manager for your agency.

In addition to what you saw here in this training video we also offer:

  • Our Exclusive Print Manager to build emails and faxes pulling from Attachments, Policy Sections (ACORD Forms) and supporting ACORD forms.
  • Our DocuSign integration for eSignatures.

We did not cut corners when it comes to emailing which is a very important part of your communication tools to work with clients, prospects and carriers. What we’ve done here is pretty amazing. Watch the video and see for yourself.

 

PO Box 13405
Spokane Valley, WA 99213
Phone: 208-242-4321
Fax: 509-368-7325

info@AgencyATeam.com
www.AgencyAutomationTeam.com

Isn’t it time you got your time back?
Now you can with CP Manager!

 

Schedule your Walk-Through Now and See For Yourself What a Highly Productive System Can Do For Your Agency!