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CP Manager Will Unlock Your CSR's Full Potential

The CSR is the backbone of the agency. When the CSR is highly efficient they have happier clients and the agency flourishes.

This is what your CSR's will have helping them provide the highest level of service for their clients and process their work far faster...

  • Leverage the expertise of seasoned professionals for a system that perfectly caters to your insurance needs... Designed by insurance automation consultants with 30 years of experience 
  • Supercharge your efficiency with the industry's most productive system, boosting your work output like never before
  • Streamline client and policy management for faster, more efficient service, strengthening client relationships
  • Experience a user-friendly system that's quick to master, saving you valuable time and reducing training overhead
  • Eliminate redundant data entry with a single-entry system, reducing errors and speeding up your workflow
  • Jump to the client, policy, carrier record, an email, and many other places with hyperlinks everywhere, enabling lightning-fast navigation and enhancing your user experience.
  • Save time by swiftly entering new records with just 5 required fields, ensuring you can focus on policy data entry with minimal delay.
  • Full, single-entry Commercial Lines & Personal Lines management.
  • With Commercial Lines policy management so much more demanding, we started with it. The end result is a highly efficient, single-entry Commercial Lines powerhouse!
  • Efficiently manage multiple agencies, additional locations, and clusters within a unified system, enhancing your overall control.
  • Effortlessly manage clients & prospects, including X-date management, empowering you to stay organized and nurture valuable leads.
  • Deliver faster, more efficient service to your clients, demonstrating your commitment to their satisfaction and loyalty.
  • Experience seamless integration of features to expedite your work processes, increasing your overall efficiency.
  • Re-engineered Notes, Follow-Ups, Attachments and Correspondence to streamline your communication and record-keeping.
  • Certificate management has never been easier, regardless to whether you're sending out one or thousands.
  • Simplify your accounting tasks with an easy-to-use, "insurance-specific" accounting system, reducing financial management complexities.

There's a reason agency staff love using CP Manager!