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ease
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Average Ratings 0 Ratings

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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

Discover a versatile range of products designed to adapt and expand according to your business's needs, regardless of its scale. Our comprehensive selection of insurance solutions can be customized to suit every asset, transaction, and scenario you encounter. Whether you choose to integrate our services seamlessly into your existing infrastructure or utilize them independently, you’ll benefit from essential tools and insights that empower informed insurance choices. With Lula’s user-friendly technology, your daily workflow can become significantly more efficient. Our API offers straightforward integration with current systems, streamlining routine processes and ensuring compliance at every stage, regardless of your chosen insurer. Experience the cutting-edge insurance solutions tailored specifically for car rental and car share businesses. You’ll have the ability to manage your policy through a personalized dashboard, unlocking access to a range of tools designed to enhance efficiency and reduce costs in your insurance operations. In an ever-evolving market, our solutions provide the agility and support necessary for your entrepreneurial success.

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

Lula

Founded

2020

Country

United States

Website

www.lula.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

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