So, you’ve gone through the research and sat through several hours worth of the webinars. You know your questions and your needs around an agency management system and you’re ready to start using one. Even better, you’ve decided that the Agency Automation Team’s CP Manager is the system you’re going to use. But how does it work? Is it right for my insurance management system? Where do I start? What are other people saying about CP Manager? We’ll take a look at the features of the CP Manager and how to get started below.
Productivity Minded
CP Manager is one of the few systems that’s got productivity in mind and at the forefront of the work it does. It was designed to put productivity, and results, first. This means a complete overhaul of the traditional agency management system which focused on operations and overall passive goals. This is about daily productivity and what you can be doing now to make your business grow.
Features
CP Manager has some great features. There’s re-engineered client management, a feature that allows you to view client activities, unlimited client contacts, more thoroughly integrated notes and attachment features, eSignatures for online document signing and verification, an open client detail record, up to 12 user defined fields, claims management, service tools, built in correspondence, document management systems, and a lot more.
Focus on Freedom
CP Manager wants to be your go-to only system for running your business. That means more freedom when it comes to looking through your client records and claims. It also means building in features into this one system so you don’t have to hunt across the internet to find a web of systems that may or may not integrate with each other, to get your job done. CP Manager can be your operational headquarters, your CRM, your archives, and a whole lot more.
How To Start
The best way to start is to dive into one of CP Manager’s informative webinars on the system and your needs it fulfills. There’s several replays that can give you an overview of what the system is designed for, how you can leverage it, and how it works at a broad level. Then, sign up for our emails to stay up-to-date on information and trends, any changes, and software updates. Next, schedule a one-on-one walk through where you’ll receive a demo of the system as it pertains to your business’s specific needs. Take the seven day Test Drive in the system to ensure it’s right for you and then finally set up your implementation and onboarding of the new system.
CP Manager is the only insurance agency management system you need. It’s got so many features built in and your productivity in mind. Take a tour, do your research, try it out, and get started with using CP Manager to manage your agency with the Agency Automation Team today. Contact us to set up an appointment or let us answer any questions you may have.