When I Started This HUGE Project Of Having An Agency Management System Designed & Then Written, There Were Four Core Foundational Objectives That Had To Be In Place.
This is because I did not want to create just another agency management system. There's already enough of those on the market. I've always been very clear on the agency management system I wanted to create. Here are the Four Core Objectives...
1. It HAD to be easy to use! This is the #1 request of agencies based upon 20 years of surveys!
2. It HAD to be single-entry! Double/triple entry is a huge thief of your time.
3. It HAD to integrate & interface with 3rd party programs and carriers.
4. It HAD to massively increase your productivity, and I do mean massively!
Through it all, staying focused on our objective, we ended up...
- Re-engineering client management and policy management.
- Bringing standard features inherit to management systems like Notes, Follow Ups, etc. to the 21st century by overhauling them and making them more tightly integrated throughout the system.
- Introducing new features to the management system developed by being very focused on creating a system that would massively increase your productivity.
With a very focused drive with over 25 years of insurance automation experience, even after some set backs (we're doing something that's never been done before) and after taking way longer than any of us ever expected, finally CP Manager has been released!
Did we creating the next evolution in agency management systems? Many say we have, but you decide for yourself.
I just love saying this so let me say it again ... "Are You Ready To Get Your Time Back?"
A Personal Message From President Bradley Chesnut
From The Desk of Bradley Chesnut
President
Dear Agency Owners, CSR's, Producers and Bookkeepers,
I love this industry. Those who know me personally know this, evident in my commitment to supporting and helping agencies and the lengths I go to helping them.
Those who don't know me personally hear it in my voice when they're talking to me.
Yes, I love what I do. I love automation. I love working with and helping agencies. And I'm very excited about what we're doing and will be bringing to the market.
Probably the top question I get asked is why I chose to take on such a huge and expensive task of having an agency management system written.
Bluntly, because it had to be done. Let me explain why I say this.
I've been around management systems since the mid 1980's. Since those days I've become extremely efficient in agency automation, workflows, creating workflow manuals, productivity strategies, automated marketing, training agencies on how to use their management systems, and have even become a decent programmer which allows me to very effectively work with the programming team.
The systems on the market and that are coming out have been, in my opinion as an insurance automation consultant, a real disappointment.
After InStar was bought out I aggressively reviewed all of the systems on the market to see if there was one I could take on to represent. System after system I was disappointed for one reason or another.
Plus, since the 80's, year after year, vendors have been ignoring, overlooking or minimizing a number of key system elements & functionality such as:
- Most systems today are direct bill driven since that's the way the industry has moved leaving a lot to be desired for handling agency bill business. Handling agency bill business and all of the facets to it requires an advanced accounting system.
- Most systems today are download driven since it's easy to only support this way of doing business. The problem here is only 400 of 2,000 insurance companies download and the 400 that do download don't all download all of the LOB's they offer. Removing the "manual" way of handling policy tasks and transactions leaves most agencies struggling to get their work done each day.
- Commercial lines management continues to be over looked.
Workflows.
But the big thing, in my opinion, the systems have continued to over-look or completely ignore as a core piece to a system is... workflows!
This is the steps to process a task (renewal, endorsement, claim, etc.) otherwise called "workflows" which is the backbone to the CSR!
As a trainer I can tell you after training thousands of people on how to use their system, teaching workflows is by far the most difficult thing to teach and learn. That's because workflows are different based upon the specific task, the carrier and the LOB. This requires a CSR to learn the steps for a lot of different tasks and variations for carriers and each LOB.
This industry has been workflow driven for over 30 years now so it makes absolutely no sense to me that a workflow driven system hasn't been developed yet. At least not until now with the CP Manager.
I've tried hard to work closely with the other vendors over the years making many suggestions on how they could improve their system to make them easier to use, to be better integrated, to increase the staff's productivity and other key objectives agencies are after. Consistently I was told one of two things:
1) Our table structures don't support the suggestion, and/or
2) It's not a feature we believe is needed in the system.
Not needed? Seriously?
We Listened To Agencies And Delivered To Them What They Asked For.
Knowing what's on the market and what's being introduced -- just more of the same ol' feature driven systems -- I am very confident that you will be very excited about having the CP Manager in your agency.
If easy to use, massively reducing your workload, massively increasing your productivity and having a very integrated system is important to you then I know you will be excited about CP Manager.
So many systems out there are primarily personal lines driven. Not only will CP Manager very effectively manage your personal lines business, CP Manager is also a commercial lines powerhouse! Just wait until you see what we've done in the way of commercial lines... you're going to love it.
And yes, of course we'll also be including accounting.
And downloading, both personal lines and commercial lines for all LOB's that download.
We're also bringing Notes, Follow Ups and Correspondence to the 21st century.
As far as all of this goes we analyzed every part of the system and asked ourselves, "How can we make it better?"
Those that have already seen what we're bringing to the market are all saying, "It's a re-engineering of the agency management system."
You know what, it really is.
Make sure to sign up to learn more about CP Manager. Every couple of days we'll share more information with you about CP Manager in your inbox.
We're taking orders now. I hope to see you on the team!
Until then, blessings to you.
Bradley Chesnut
There's A Reason It Took 11 Years To Get CP Manager Released And It's All Because Of Our Commitment To This Industry and Our Clients!
Most agency management systems are thrown together in 1 to 2 years. During this time the focus is on adding the "features" needed in the system. What's not considered is workflows, productivity strategies and creating a single-entry system... these things are addressed after the system is released!Plus, almost all systems initially are designed to support personal lines and mono-line policies. Commercial lines management is brought in later.
The advantage to this approach is systems are very quickly released to the market place with the core features an agency would need. But the problem with this approach is once you put clients on the system the table structures are locked down. A systems table structures is foundational to what a system can do, how single-entry it will be, etc.
I knew the importance of table structures when I took on this project. This is why I started with Commercial Lines and then added Personal Lines after the commercial lines policy management piece was done (CL is way more complex than PL), why I made sure CPM was very single-entry and why I built the system from a foundation of workflows and productivity strategies... because these things had to be part of the original design so the table structures would be designed to support these things!
To accomplish all of this and create a world-class agency management system which would allow you to create a highly productive and efficient agency it took 11 years. Just think of how much longer it would've taken, or even if we could've even accomplished what we did in the creation of CP Manager if we had clients on the system which would've affected our ability to modify the table structures to support the system we ultimately ended up creating?
If we had put clients on the system prematurely we wouldn't have been able to create such a powerful, easy-to-use, highly productive and very single-entry system. You need to understand, when I made recommendations to other vendors on how to improve their system the #1 objection I got was, "Our table structures won't support that."
I knew I absolutely had to do all of this prior to adding clients to the system, and it took 11 years to create the dream system (highly productive) agency's have been begging for.
CP Manager in its first release is light years ahead of the other systems on the market. It's by far the most productive system you can own, it's extremely single-entry and it's a commercial lines powerhouse! That's because we created the system agencies want first, and then added clients to the system.
We could've done this like everyone else but then we would've released a system with the same inherent problems the other systems have... feature driven, wouldn't have allowed you to be nearly as productive, a lot of double-entry, poor workflows, weak in commercial lines. As an insurance automation consultant I would never do that to you, nor would I have taken on this project if all we were going to be is just another agency management system.
It has always been my desire to create a management system that would be foundational in creating the most productive and the most profitable agencies in the industry!
Are you ready to get your time back, and increase your agency profits so you have more money to re-invest into your agency to help you grow even faster?
Introducing the CP Manager Agency Management System
The FIRST agency management system designed by Insurance Automation Consultants and the FIRST system designed to be workflow driven!
Are You Ready To Get Your Time Back?
Get Ready Because The Days Of...
... Has Come To An End!
You’re Going To LOVE The Intuitive Design Of The CP Manager And The Time-Saving Results You Get When Using It!
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