Average Ratings 1 Rating
Average Ratings 0 Ratings
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.
Description
COREFIN Insurance & Broker offers a tailored management solution built on Microsoft Dynamics 365, allowing insurance companies and brokers to oversee their entire operations while obtaining a comprehensive view of their customers. This innovative platform merges flexibility and scalability with an intuitive interface, empowering businesses in the insurance industry to organize their operations effectively and evaluate their performance metrics. It is designed for maximum control, enabling users to set up new products and services while managing the system independently, without relying on IT support. Additionally, it allows for the definition of business processes and procedures in real-time, ensuring that all operations adhere to established guidelines. Automated workflows streamline every process, guaranteeing that staff members adhere to business protocols consistently. Furthermore, all activities and data are monitored and stored in a single repository, making them easy to access and analyze within the CoreFin Insurance Core System, which ultimately enhances decision-making and operational efficiency for users.
API Access
Has API
API Access
Has API
Integrations
Microsoft Dynamics 365
Pricing Details
No price information available.
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 AutomationTEAM
Website
www.agencyautomationteam.com
Vendor Details
Company Name
Corefin
Founded
2008
Country
United Kingdom
Website
www.core-fin.com/crm-insurance-software.html
Product Features
Insurance Agency Management
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
Product Features
Insurance Agency Management
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management