There's a reason we offer so much information about CP Manager... To prove to you your staff will be far more productive and your agency more profitable.

Besides, CP Manager is a very impressive system. This is because...

CP Manager Is The First "Productivity Driven" Agency Management System Ever Designed. It Was Designed For Maximum Productivity Which Required A Complete Overhaul Of The Traditional Agency Management System.

​Listen, we didn't just throw a system together in 1-2 years and then let our users tell us how we needed to make it more single-entry, more fluent, more intuitive and to support how you do your work. We didn't create a predominately personal lines systems that's weak in Commercial lines. Instead, we handled all of this upfront (the advantage to the system being designed by an Insurance Automation Consultant) which is why it took 11 years to create CP Manager.

Bluntly, you can't create a highly productive, extremely single-entry system with the policy management functionality in CP Manager and all of the things we did to create a highly productive system in under two years. It's not possible.

Right up front we made sure workflows, productivity strategies and being single-entry along with having very powerful commercial lines management and accounting functionality was all part of CP Manager before we put a single client on the system.

The reason for this is because once you put clients on a system it forces the vendor to lock down their table structures which is why no vendor has ever accomplished what we accomplished... they simply weren't willing to make this kind of investment to create a highly productive system, and instead settled on a feature driven system which is far easier and faster to create but isn't nearly as efficient.

We know that if there had been clients on the system we would never have been able to achieve the level of productivity and how single-entry CP Manager is along with all of the other things we did in the development of CP Manager. Not having clients on the system allowed us to adjust the table structures as needed to create the results we demanded. It's very obvious why its never been done before.

Objective accomplished.

We even re-engineered Notes, Follow Ups, Attachments and Correspondence to create a tighter internal integration and to support how you do your work. You're going to love what we've done with these core features and how they function within the system.

Knowing we created the most productive system ever to be released we've developed numerous ways for you to dig in and check CP Manager out... (Each has a link to it. Pick how you want to learn more about CP Manager to evaluate just how much more productive you'll be by switching to CP Manager.)

  • CP Manager Overview. Want just a quick overview of CP Manager and its features? Jump to the CP Manager overview page. [Click Here] Or maybe you'd like a list of features to review. [Click Here]
  • CP Manager Video Overview. This is a 96-Minute overview of CP Manager we did during one of our Webinars. This particular one we happened to record. We touched on a lot of the parts of CP Manager to provide one video to show you a lot of the areas of CP Manager. This is a good "overview" video of CP Manager. [Click Here]
  • Live Webinars to see CP Manager in action. We've offered lunch time webinars and specialty webinars covering numerous topics to include "Creating An Ease to Use System", "Designing a Commercial Lines Powerhouse" and numerous other webinars. [Click Here]
  • Webinar Replay. We made many of the Webinars available as a Webinar replay. There are replays available for you to watch 24/7 covering numerous topics. When you sign up for one you're sent an email giving you immediate access to it regardless to what time of day or night it is. [Click Here]
  • Informational Booklet On Agency Management Systems. With an extensive background in agency automation and agency management systems going back to 1985 Mr. Chesnut wrote a very informative informational booklet on agency management systems and how they're not created equal while discussing how they differ and how they hinder an agencies productivity
  • He stated after writing this informational booklet, "Every agency should want to read this informative booklet considering how important the agency management system is to an agency." We agree... [Click Here]
  • One-On-One Walk-Through. You can schedule a one-on-one Walk-Through where we'll show you CP Manager based upon what you want to see and what's important to you regarding agency automation in your agency. This is one of the absolute best ways to learn more about CP Manager because it's personalized to the specific needs of your agency. [Click Here]
  • Informational Emails. You can sign up to receive an informational email about CP Manager every 2-days covering 23 different topics. This will give you a well rounded understanding of CP Manager because it addresses so many different topics. [Click Here]
  • Watch Video Series with 9 Videos Covering "Increased Productivity". We are finishing up on a video series focused solely on "increased productivity" to prove to you step by step that CP Manager will greatly increase the productivity of your staff. These videos offer the most information in a video format about CP Manager with each video covering a different topic. [Click Here]
  • Test Drive CP Manager. Test Drive CP Manager for 7-day. If you really want to see what CP Manager is all about and experience first hand its ability to increase your productivity the 7-day Test Drive is the way. To help you maximize your 7 days we also include a 90-minute "special" walk-through. You and your staff will now be able to experience the most productive system ever released first hand. [Click Here]

As you can see, we do offer a lot of information. Agencies tell us we offer far more information and far more ways to evaluate CP Manager than any of the other vendors. Maybe the amount of information we offer is an overkill of information, but we want to make absolutely sure we prove to you CP Manager is the best solution for your agency.

In fact, one of the most common responses we get from prospective agencies is, "The more I learn about CP Manager the more impressed I get."

An Effective And Efficient Way To Review CP Manager

Here's the best way to learn about CP Manager in an efficient way...

  • Start with a Webinar Replay [Click Here] since it gives you immediate access to information about CP Manager. We have numerous replays to choose from. Watch one or watch them all.
  • Webinars and replays show you how things are handled (workflows), the layout of the system, how easy it is to access information and many other important things to know about a management system. Webinars and replays are an effective way to start your review of a management system.
  • Along with this, get the informational emails every 2-days [Click Here] with each covering a different topic to get a well rounded understanding of CP Manager. 
  • Then move to a personalized One-On-One Walk-Through [Click Here] to see how CP Manager will address and handle your specific automation needs. This also allows you to watch how you maneuver through CP Manager and how to do key things in CP Manager.
  • Finally, take CP Manager on a 7-day Test Drive [Click Here] and experience how intuitive, how single-entry, how easy and how powerful CP Manager is first hand. We would not recommend a Test Drive without Walk-Through because we'll show you some key things about CP Manager to maximize your Test Drive time and to learn how to maneuver through the system efficiently. 
  • There's also the topic of Switching To A New System. We completely understand how grueling it can be from talking to agencies who have moved to other systems. Thankfully, that's not the case with CP Manager because of our President's extensive 25 year history of helping agencies make the transition to a new system. He's got this part down solid. Check it out... [Click Here] 

If you already have an interest in a system and have read enough about a system to realize it's a good option for your agency and you need to make a faster decision then you would jump straight to the Walk-Through. This is because a Walk-Through is personalized to your agency and would be focused around the automation needs of your agency. A Walk-Through will get right to the needs of your agency and show you how the system handles those needs.

"After working closely with hundreds of agencies and over a thousand CSRS for 30 years now, for the life of me I can't imagine an agency not wanting to increase their profits, or not wanting to provide faster service to their clients, or not wanting their staff to be able to get a lot more work done in a day, or not wanting to have the option to modify their business model to create even more opportunities to running their agency and how they do things. This is in part why I designed CP Manager and took on this project."

Bradley Chesnut, President