Want to know why CP Manager is the best insurance management system for you? We’ve outlined some of our favorite benefits of a CP Manager that features below to show you how we stand out from the pack and why you’ll want to put your trust in our system. We aim to make your work and life easier through efficiency and constant progress to keep up with industry demands and new technologies.
The Benefits of CP Manager
- PL and CL Downloading: We uniquely support both of the AL3 industry standards and Team-Up and IVANS certified
- Multi-agency management: We offer a very powerful tool for multi-agency management across locations and clusters
- Powerful policy management: We boast a great policy management tool for both commercial and personal lines. Packaging policies is also simple.
- One-click policy task: When your policy isn’t downloaded, we planned for that. You can access it with one click, and this works with MGA’s and aggregators as well.
- Full “insurance-specific” sub-ledger accounting: This is a powerful and flexible tool that’s incredibly easy to utilize for sub-ledger work.
- Client ledger: This was designed with the CSR in mind. You can quickly take payment and easily mail payment receipts or invoice with no issues
- 100% paperless: CP Manager makes it possible for you to go 100% paperless through advanced document attachment systems, electronic signatures, compatibility with eSignature for your clients, and more.
- Correspondence: This is built into the CP Manager. Emailing, faxing, and letter writing just got incredibly easier with fewer steps plus you can run the full CPM on your PC, tablet, or smartphone.
- Notes, follow-ups, and more: We’ve overhauled this standard feature to make it more integrated and powerful for your work.
- Life, health, disability, LTC, etc. policies: Easily capture these policies for both individuals and businesses without any extra hassle.
- Client activities: You can find out instantly what claim, open endorsements, or debts the client currently has active on their account without needing to hunt the information down.
- Security: Our security is incredibly thorough with over 400 security options and you can even set up producers and CSRs to only access their client records.
- Industry-standard reports: We took reporting to a whole new level to give you the ability to dig into your book of business and look at it from several angles. There are over 100 report combinations that adhere to industry standards.
- Quick access to policies, vehicles, drivers, and locations: You can access these easily from your client record.
- CL client and policy management: Our unique and user-friendly design here will make your client and policy managers extremely happy.
- Certificates: We have advanced certifications in insurance that are simple and fast to create and have sent out to your insureds even in large quantities.
Carrier hub: This is a way to be more effective with your carriers and make life easier for your staff.