Empower Your Agency Amidst Rising Costs, Soaring Salaries, and Clients Tightening Their Belts Reducing or Cancelling Their Insurance...
CP Manager Insurance Agency Management System- Your Key to Increased Productivity and Profits!
Adding the features you need to do your day to day work was the easy part. Creating a highly productive system to include being based on "workflows" was the challenging part since we're the trailblazers on creating this type of system. We did it, and CP Manager is mind-blowing productive! Watch...
"If I hadn't experienced it myself I would never have believed you could create a system as productive and easy to use as you have with CP Manager. You blew me away!"
Insurance Agency Management Systems
Most Productive System Available:
CP Manager
Built from 25 years of extensive agency management system experience
Special Last Quarter 2023 Pricing...
$0 Upfront!
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Get the details of CP Manager and learn how it will help you create a highly productive and more profitable agency.
The foundation to CP Manager's design was based upon workflows and productivity strategies. This is why it took over 8 years to develop instead of the typical 1-1.5 years for feature driven systems.
When faced with an economy like we are today, nothing will do more to help you survive it than increasing the productivity of your staff! This is because...
Increased productivity equals increased profitability."
CP Manager Will Unlock Your CSR's Full Potential And Will Have Them Doing Their Work In A Lot Less Time! Their Level Of Productivity Will Blow You Away.
CP Manager Broke Away From The Limiting, Counter-Productive Feature-Based Design Structure To Create The First & Only Productivity-Driven Agency Management System (Learn More)
Our approach to client management and the design of the client window is to service your clients quickly, thus, this is why we designed the client record the way we did and gave you so many things you can do from the client record. It's an intuitive and common-sense design.
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Like the Client Detail record, at the policy we designed a window to make policy management and handling policy tasks far easier and far more efficient. We offer features exclusive to CP Manager, and we help you service your clients faster.
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Highly Efficient. Extremely Productive. Very Intuitive. Consistent Throughout. Remarkably Easy To Use. Shockingly Single-Entry. Exceptionally Flexible.
The My Activities page is all about...
- Saving you time,
- Making sure things don't slip through your fingertips and
- Being able to stay on top of work in progress!
CP Manager goes to work for you immediately upon logging in. This is because when you log into CP Manager this is your first window... see what needs to be handle and what requires your attention!
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Learn more about how CP Manager can streamline your agency, make your staff far more productive, increase your profits and give you more options on how you run your agency (business models). Following are the best ways of reviewing CP Manager...
We believe the best way for you to see just how productive, efficient and powerful CP Manager is is by having a customized, personalized walk-through of CP Manager. See for yourself how easy CP Manager is and how we created a system which will allow your staff to do their job in less steps, less windows, less key strokes and less time.
We want to show you what CP Manager can do for your agency! Then after the walk-through has impressed you, when you're talking to an account manager ask them about our 7-day and 30-day trial options and take CP Manager for a real spin.
Have questions? Call us! We'll show you how to get your time back:
888-518-2123
Transform Your Agency Into A Highly Productive Agency
To create a highly productive agency it requires having an agency management which is very single-entry, easy to learn and use, and which properly handles your personal lines and commercial lines policy management as the foundation to the system.
CP Manager was designed by insurance automation consultants to create a highly productive agency. It's an important fact that CP Manager is the first and only agency management system designed by insurance automation consultants, and the first and only system designed to be productivity driven!
- Testimonials -
This first testimonial is from an agency who had absolutely no experience with management systems which are the most challenging agencies to get up to speed on a system. But to complicate it even further and make it even more challenging, he came from the Captive side and also had to learn how to run an "independent" agency. Between the two challenges this makes for a great test at how easy and intuitive CP Manager is... CP Manager passed with flying colors!
Transitioning from a captive agent to an independent agent can be overwhelming with the many crucial decisions needed to build your agency. I am happy to say, working with Brad and his team at AAT was one of our best decisions. The system is super user friendly and logical, but what is most impressive is the forethought the AAT team has put into efficiently increasing production, as well as having the capability to growing with your business. I would recommend AAT to anyone in the independent world looking for a dynamic management system and stellar support after the sale.
Stephen Union
CP Manager is ridiculously easy to add clients and policies. The majority of my clients are commercial lines and having worked on quite a few other systems CP Manager is a lot easier to enter in client and policy information and it’s a lot faster. Kudo’s, I’m very impressed including with how single-entry you’ve made CP Manager.
Charles Anderson
We took policy management to a whole new level. You have a tremendous amount of information at your fingertips. To grasp all of the things you can do on a policy you need to schedule a walk-through. Most are blown away with everything they can do at the policy.
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