Webinars & Webinar Replays

Webinars

Webinars are a great way to learn more about CP Manager. Periodically we’ll do a webinar to show specific areas of CP Manager.

A webinar should never replace a one-on-one walk-through which would be customized to the specific needs of your agency. Instead, a webinar should compliment the one-on-one by offering additional information that may not have been covered in the one-on-one or where you need to review a specific topic again.

Webinars are also a great way to be introduced to CP Manager to help determine if CP Manager is a viable option for your agency. Just keep in mind, a webinar only covers a specific topic or only provides a basic overview of CP Manager which may not show you what you need to see.

Here’s a list of common webinar topics (it’s not uncommon to have special webinar covering a topic different from the list following):

• CP Manager Overview. In this webinar we try to show all parts of CP Manager to just simply provide you with an overview of CP Manager. This is a common Lunchtime Webinar we’ll do.
• CP Manager Is Ridiculously Easy To Use. This webinar discusses how we were able to create an extremely easy to use system to include how we built “behind the scenes” automation to simplify a specific task like creating a B-Tran. We also discuss why easy to use was so important to us and should be important to you.
• Creating A Commercial Lines Powerhouse. To properly handle commercial lines clients commercial lines agencies are forced to Epic or 360 because there’s just not any good solutions in the lower priced systems, until now.
• Simplifying Personal Lines Client and Policy Management. The personal lines CSR is handling a lot of policy tasks and client requests. Here we’ll take a look at how CP Manager supports the PL CSR helping CSRs to get their work done faster and more efficiently stay on top of outstanding work.
• CP Manager Is Very Single-Entry. It was important to use to create a very single-entry system to support our mission of creating a highly productive system because double/triple entry is a huge thief of your time!
• The Powerful, Flexible Yet Surprisingly Easy To Use “Insurance Specific” Accounting in CP Manager. Handling an agencies accounting can only be done properly with an insurance specific accounting system which you will only find in an agency management system. We’ll show you how we created a surprisingly easy to use accounting system while also making it very powerful and flexible.
• The Built-In Correspondence In CP Manager. If we were going to create a highly productive system the correspondence had to be built into CP Manager. This allows a far greater integration, much more single-entry and much faster to handle to include attaching it to the appropriate records. You’re going to love what we’ve done here!
• The Four Core Foundational Elements To CP Manager Which Laid The Foundation To Creating The Highly Productive CP Manager!

To be informed of when we schedule a Webinar fill out the following form… (Concerned about sharing your information with us? Learn about our Hassle Free approach to working with agencies.)

Watch your email for notifications of specialized webinars being introduced. Periodically we’ll also record a webinar and offer a replay of it which we’ll notify agencies of by email.

Webinar Replays

Here are a few webinar replay’s currently available:

Emailing in CP Manager is extremely efficient. Now, just so you know, this isn’t actually a webinar replay. On this page I’m discussing the emailing in CP Manager and then I provide a video showing Mail-Merged Email Templates. This is really amazing! Check it out…

Watch A Webinar Replay

Fill out the following form, select the webinar replay you want to watch and submit it…  (Concerned about sharing your information with us? Learn about our Hassle Free approach to working with agencies.)