– Press Release –

For Immediate Release

The CP Manager Agency Management System Has Been Released And Is Now Available For Purchase.

Post Falls, ID, August 14, 2018 – Not new to this industry, Insurance Automation Consultant Bradley Chesnut of ‘Insurance Automation And Marketing Consultants, LLC’ has designed and has now released a new agency management system. Mr. Chesnut says the system is 25 years in the making as a point to show how many years he’s been working with management systems, agency automation and helping agencies to become more efficient through the usage of automation and supported by effective productivity strategies and proper workflows.

The new system will be named CP Manager because this system’s primary focus is on Client and Policy management, and is for both Personal Lines and Commercial Lines agencies. “Even though it offers powerful features for producers, for agency accounting and owners, after working with agencies for over 25 years it’s well known that the CSR is the backbone to the agency,” Mr. Chesnut says.

For the past few months secretly and by invitation they’ve been allowing a handful of agencies to jump in and give CP Manager a real workout. The consensus is pretty consistent… CP Manager is extremely powerful, very flexible, shockingly easy to use, is very single-entry and users are able to get a lot more work done each day.

Bradley Chesnut, a long time veteran to the insurance automation industry the past 25 years, specializes in helping agencies increase their productivity and build their agency with effective marketing strategies. The CP Manager system was designed from the ground up to free up an agencies time and increase their productivity in a way only insurance automation consultants could achieve! In order to achieve this objective Mr. Chesnut says they had to re-engineer the agency management system by dissecting the job of the CSR and then analyzing every single feature and how it was used in conjunction with processing your work. How a task is processed and how data flowed through the system to create a single-entry solution were all analyzed thoroughly.

Along with this, in order to create the results of greatly increasing an agencies productivity, CP Manager is introducing numerous new automation strategies like its exclusive “My Activities” dashboard which puts important things a CSR needs to stay on top of on one page and its exclusive “Workflow Task Manager” to simplify processing tasks like endorsements and renewals by walking the CSR through the steps one by one.

The Workflow Task Manager will be made available in mid 2019. The hold up on releasing the exclusive “Workflow Task Manager” is it integrates with just about every part of the system making it a highly complex piece of automation and requiring us to make sure all of the other parts of CP Manager are all functioning properly.

If introducing new features new to this industry wasn’t enough, CP Manager has also overhauled standard features inherent in the agency management system so they are more integrated and more efficient. These are features like Notes, Follow Ups, Attachments and Correspondence. As an example, we know a CSR is going to add a note when creating an endorsement so we gave the ability to add a note right from the endorsement which also carries into the note the endorsement summary and it ties that endorsement form to the note. By linking the endorsement to the note when you pull up an endorsement note in CP Manager you can also jump right to that endorsement form to review it or update it. This tight integration is like this throughout the system with many of the features.

You can learn more about CP Manager at their website at www.agencyautomationteam.com, by calling 208-242-4321 or by emailing them at info@agencyateam.com.