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

I'm a smaller agency and just don't need all of the extra's included in so many of the systems which causes the price to be higher. I really like AAT's "buy what you need" approach to pricing. We're just a typical agency with basic needs. We send out certificates so we need a good certificate management system, we pay our producers so we need commission management, we download with our carriers so we need downloading, and we'll write business with MGA's so we need a system that allows us to quickly enter client and policy information. 

CP Manager does all of this, and more, at an extremely good price. I seriously don't know why anyone would spend the extra money for whistles and bells they'll never use and really don't need to service their clients. Plus, CP Manager is incredibly easy to learn and use so the learning curve was very short. We're a fast paced agency so we needed something easy to use. There is so much about CP Manager we really like a lot, and moving to it was really easy.

John S