Ditch the Bloat. Skip the Weakness. Finally, Insurance Agency Management Software Built for Maximum Productivity.
Most systems are either expensive, overly complex, and frustrating for producers — or cheap, weak, and a nightmare for commercial lines.
CP Manager was built differently. Designed by insurance automation consultants, it delivers powerful workflows, easy navigation, and unmatched productivity for your entire agency.
For over 25 years, our president helped agencies get more done in less time teaching advanced workflows and productivity strategies with their management system.
Frustrated with the systems on the market, he designed CP Manager to eliminate unnecessary steps, reduce the number of windows, and streamline every core process— from complex commercial packages to everyday renewals. CP Manager is the first workflow-driven system that puts speed, accuracy, being single-entry, and usability at the center of everything.
Highly Efficient. Extremely Productive. Very Intuitive. Consistent Throughout. Remarkably Easy To Use. Shockingly Single-Entry. Incredibly Flexible.
CP Manager Insurance Agency Management Software- Built to Drive Your Productivity Up and Your Costs Down!
Backed by 25+ years of deep industry expertise, CP Manager is engineered to dramatically boost your agency’s efficiency and profits—whether you’re a solo shop, a multi-location agency, or part of a cluster.
Affordable for small agencies. Powerful enough for large teams.
"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!"
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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.
CP Manager Is The First & Only insurance Agency Management software system Designed By the brain surgeons of agency automation... Insurance Automation Consultants
Like brain surgeons understand the most complex organ in the body and perform with utmost precision, insurance automation consultants understand the intricate inner workings of an agency, agency automation, and how to train agency staff to create the greatest results and the largest increases in productivity from their agency management system.
Here's Why This Is Important...
The 7 Core Design Elements In CP Manager...
Free Up Hours Every Week—Your Staff Will Work Faster and Serve More Clients with Ease
Massive Time Savings. Maximum Productivity. Your Team Will Thank You.
CP Manager, The Most Productive Insurance Agency Management Software System
Discover How CP Manager Was Designed to Remove the Constraints Holding Agencies Back
Most agency management systems look different on the surface — but underneath, they are built around similar foundations. Over time, those foundations quietly create friction that limits productivity, increases staffing pressure, and makes growth feel heavier than it should.
CP Manager was designed differently.
Instead of being built around features, it was designed around how work actually flows through an insurance agency — especially in Commercial Lines. The result is a system that removes unnecessary steps, keeps work visible, and allows staff to manage more business without feeling overwhelmed.
The best way to understand whether this design approach matters for your agency is not through a demo or a feature list.
It starts by understanding why agencies hit a productivity ceiling in the first place — and what actually removes it.
That’s why we created the Productivity Brief.
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 build a highly productive agency, you need a management system that’s truly single-entry, easy to use, and built to handle both Personal and Commercial Lines with ease.
CP Manager is the first and only system designed by insurance automation consultants—specifically to increase productivity. It’s built for results, not just features.
- 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
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
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. CRS's & producers alike are amazed with how we designed the policy and policy management.
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