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Description
This innovative program is now accessible to Independent Agencies and Brokers, boasting a range of powerful and effective features at a highly competitive price. Initially created for our own agency, we found ourselves unable to locate a suitable and budget-friendly solution that met our requirements. With the assistance of a skilled IT friend, we collaborated to outline our desired functionalities for a management system, and he swiftly developed a workable solution that we have continuously improved since then. As our agency expanded, our requirements evolved as well, prompting a transition from a single desktop user model to a comprehensive networked system that enhanced operational efficiency for all staff members. We began incorporating additional lines, carriers, and products, which necessitated improved prospecting capabilities and more intricate reporting structures. Consequently, our needs only continued to grow, leading to the implementation of features such as daily or weekly suspense reporting, seamless mail merging, targeted prospecting based on X-Dates or carriers, automatic renewal alerts, and sub-producer reporting, among others. This ongoing evolution has been pivotal in ensuring our agency remains competitive and responsive to market demands.
Description
CP Manager was developed in response to the urgent needs expressed by agencies for an effective agency management system. This innovative platform was crafted by an insurance automation consultant, ensuring that adding clients and policies is straightforward, and client servicing is seamless. We've even hosted a webinar to showcase how we achieved such an intuitively designed system. Before its official launch, we provided several customer service representatives access to CP Manager without any formal training, and the feedback we gathered helped us refine the system for enhanced usability. In this discussion, you will discover the design principles behind CP Manager and the strategies we employed to foster a highly efficient system, empowering your agency to manage a larger portfolio of clients. Furthermore, considering the high volume of emails exchanged daily by you and your team, we have integrated email functionality directly into CP Manager, streamlining the communication process and minimizing the number of steps involved. This integration not only saves time but also enhances overall productivity within your agency.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
$595 one-time payment
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Agency Access Pro
Founded
1987
Country
United States
Website
www.agencyaccesspro.com
Vendor Details
Company Name
Agency AutomationTEAM
Website
www.agencyautomationteam.com
Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
