When I originally started designing CP Manager, CP Manager was originally called The Desktop CSR. That’s because the CSR is the backbone to an agency and I wanted the system to represent the important role of a CSR to an agency!
The CSR is very important to an agency. This is because CSR’s are the ones who are:
For over 25 years I’ve been working with agencies helping them to more effectively automate their agency and to increase the productivity of their staff. Along with this I’ve worked with a lot of agency management systems.
It should also be expected that over the years I’ve watched a lot of new management systems get introduced to the industry.
When looking at a management system the first question we ask ourselves is, “Who designed it?”
This is a far more important question than you may realize.
When I started this project of designing an agency management system it wasn’t my intent at that time to literally re-engineer the agency management system nor did I think that was what I would do. I just simply wanted to design a system that would massively increase your productivity which in turn would massively increase your profitability so you’d have the money and time to work “on” your agency and grow your agency.