insurance agency management systems

Highly Efficient. Extremely Productive. Very Intuitive. Consistent Throughout. Remarkably Easy To Use. Shockingly Single-Entry. Exceptionally Flexible.

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!

Our very powerful, efficient and intuitive client window (click on image to enlarge) 

insurance agency management systems
insurance agency management systems

Insurance Agency Management Systems 

Most Productive System Available: 

CP Manager

Built from 25 years of extensive agency management system experience

Affordable For Even Small Agencies...

Single User: 

$185 Upfront & $197/mo 

Add'l Users Add $55 Upfront & $37/mo

"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!"

The 6 Core Design Elements In CP Manager...

  • 1) To be extremely easy to learn & use... #1 request from agencies & factored into everything we did in CPM!
  • 2) To increase the staff's productivity... Increased productivity has been a top design strategy with CPM!
  • 3) Workflows... How you process your work and manage work in progress.
  • 4) Business Models which is how you run your agency
  • 5) To be extremely single-entry... Double entry is a top killer of your time!
  • 6) Commercial Lines policy management is so much more demanding, so we started with it. The end result is a highly efficient, single-entry Commercial Lines powerhouse!

LEARN MORE

Get the details of CP Manager and learn how it will help you create a highly productive and more profitable agency.

We have a lot of information we can provide you... what's key to your agency when looking at a system?

CP Manager Is The First & Only Agency Management System Designed By Insurance Automation Consultants

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.

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.

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.

CP Manager Will Have Your Staff Doing Their Job Faster and More Efficiently, And They'll Greatly Appreciate How Easy CP Manager Is.

Your Staff Will Love CP Manager

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