Request Quote Of CP Manager

CP Manager is a highly efficient, very single-entry, extremely easy-to-use agency management system. It's a system designed by an insurance automation consultant with 25 years of working with agencies on their automation helping them, for one, to more efficiently use their agency management system. Workflows and productivity strategies are his expertise.

To provide you with a quote we need you to fill out the following form. These are a lot of the same questions we would ask you on the phone in order to provide you with a quote.

We're not including training and some other add-on modules we have available in this quote. This just covers the core investment for CP Manager. If you want a full quote including everything, contact your account manager.

In addition, because we offer both core pricing models other vendors offer (purchase & subscription) we can also offer a hybrid pricing option between the two. We've tried to make it as easy for you as possible, and give you the ability to adjust the upfront amount and monthly fee to fit the financial needs of your agency.

CP Manager is the first system we'll be introducing. About 12-18 months after the release of CP Manager we'll be introducing the first "true" agency management system... the TIME System.
When are you planning to purchase a system
There are two core pricing options for systems. One is a Lower Upfront Amount with a higher monthly fee and the other is a Lower Monthly Fee with a higher upfront amount. We offer both options. Which will be best for your agency?
For details about our Full Sub-Ledger insurance specific accounting and everything included ask for a walk-through specifically covering accounting.
I'm an agency and not associated with a competing agency management system, and I won't forward or share what you send to me with representatives of other vendors. (We are offering product features & layouts, and are offering services new to the agency management system and system vendors. For obvious reasons we don't want our trade-secrets and proprietary things ending up in the hands of our competitors.)

These are just the core things we need to know. We also offer numerous training programs and a few other add-on's, but the above information will get the ball rolling to get you a quote.