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ease
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design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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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

Ivans Bookroll simplifies the process of requesting, receiving, and assessing both personal and commercial business data from agencies, independent of the management system they use. This platform not only facilitates quicker entry into new markets and diversification of your business but also strengthens relationships with agents. By utilizing Ivans Bookroll, you can enhance collaboration and foster growth alongside your agency partners. It significantly reduces the time spent on manual file processing and the need to individually visit agencies for business assessments. The entire workflow—from making requests to reviewing, accepting, and submitting data—can be managed through a single, streamlined interface. With the elimination of re-keying, the risk of errors and omissions is greatly reduced. Furthermore, you will experience a faster turnaround for analyses and quotes, leading to a more efficient, secure, and precise method of collecting and sharing book roll information. Ultimately, Ivans Bookroll empowers you to operate more effectively in a competitive market while ensuring data integrity.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

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

Ivans

Founded

1983

Country

United States

Website

www.ivans.com/for-carriers/products/ivans-bookroll/

Product Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Product Features

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