CP Manager Summary Feature List

Agency's Who Demand Results Need CP Manager

Important Point About Features

CP Manager is a very feature-rich agency management system. It does a lot and offers a lot of functionality! CP Manager even has features no other system has... over 27 exclusive features only found in CP Manager.

However, features aren't the key. You'll notice we don't spend a lot of time talking about features at our website because there's something far more important than just comparing the features between systems. 

What's far more important is three things...

1) Being able to quickly and efficiently process and handle your day to day work. This is a result achieved by owning a highly productive system. We focus more on results and build/develop features to support the results we're after. Doesn't this make a whole lot more sense than just throwing in a bunch of features?

To accomplish this it's a lot of things all working together from building in productivity features, being single-entry, better integration of the different features, understanding workflows and more.

2) Next to being able to create a highly productive agency --a result-- is having an agency management system that's easy to learn and use. This is the #1 request of agencies for very good and very sound reasons.

We heard your requests and made absolutely sure that CP Manager would be very easy to learn and use, that it would be intuitive and common-sense. You will not be disappointed with how we designed CP Manager.

3) It's also how the feature functions and everything it can do. For example, all systems have Attachments, Notes, Follow Ups, etc. but their functionality and internal integration is different from system to system. It's not enough to make sure a system has a feature, you also need to see how it works and how integrated it is within the system.

Now, having shared these 3 things, take a look at some of the features that are part of CP Manager. Then schedule a Walk-Through to really see and understand what CP Manager is all about and how it will transform your agency into a highly productive agency...

CP Manager Feature List - Summary

CP Manager is about creating results... larger drops in your workload, getting your staff proficient on the system faster, being more productive, becoming very efficient, out-marketing competition and becoming more profitable. 

Because of our foundational design of "increased productivity" the ROI for CP Manager is greater than any other system!

Plus, with our very easy to use user interface, upon completing setup you'll be adding customers and policies and servicing your clients as if you've been on the system for years. That's because CP Manager is the easiest, most intuitive system available!

CP Manager System Features, The Short List (meaning there are a whole lot more features available than what we're showing you here):

Re-Engineered Client Management –

  • Re-engineered client management to increase productivity
  • A Client detail window designed for maximum efficiency (image above)
  • Client Activities feature showing you immediately when you open a client record if they have Open Endorsements, Open Claims, Sticky Notes, Flagged Windows and if they owe you any money
  • Add unlimited client contacts. Import them from Drivers. (Can also import contacts into Drivers)
  • Client Contacts are integrated into the system and flow to where their information is needed.
  • We overhauled and more thoroughly integrated Notes, Follow Ups and Attachments
  • Correspondence is built into the system to increase your productivity, create a far greater integration throughout the system and give you the ability to create mail-merge letters, emails and faxes, to name just a few benefits of having it built into the system.
  • eSignatures with a powerful DocuSign integration (add-on)
  • We open up all windows (contacts, notes, follow ups, correspondence, policies, etc.) in their own Browser Tabs so the client detail record is NEVER locked stopping you from accessing other information you need. (We do the same thing with Policies.)
  • We provide 12 user defined fields which includes 2 date fields and 2 number fields to use however you want.
  • T-History showing all items added to a client record with hyperlinks to those items. T-History at the policy is policy specific only showing items for that specific policy.
  • The Map and Driving directions both use Google Maps... use on your smartphone for directions to a client or prospects home or office.
  • Tabbed area at the bottom of the screen to put key information at your fingertips... Policies, Drivers, Vehicles, AI's, Premises/Locations and ANI.
  • The last tab is "Link To" where you can link another Client Detail Record to this record to quickly jump to it.
  • With Drivers, Vehicles and Premises/Locations we show you if they are part of a policy, which policy and then provide a link to the policy and to the ACORD form both right from the client record.
  • Export Drivers and Vehicles to Excel to send to your client to review.

Re-Engineered & Powerful Policy Management –

Showing 2 images, the Upper and Lower portion of a policy (Middle section not shown)

  • Re-engineered policy management to increase productivity and better manage policy tasks
  • Personal Lines AND Commercial Lines Downloading! We're both IVANS download certified and Team-Up download certified. (Add-on)
  • eDoc/Messages Downloading in Development (a few months away)
  • Policies and their sections are listed right on the client detail record for fast review and access to their policies.
  • Policy Task buttons at the top of the policy window to simplify tasks
  • Advanced, Efficient Endorsement Management
  • Advanced, Efficient Renewal Management
  • Claims Management
  • Commercial Lines Powerhouse... We understand commercial lines and made sure CPM would handle your commercial lines business with ease.
  • Accurate, Simplified Commissions
  • Work off ACORD Form looking UI (User Interface)… Easier to learn, faster to enter data
  • Standard & Non-Standard policies
  • Maintain Policy History
  • Powerful, Time-Saving Certificate of Insurance Management Include Mass Processing. What we did here will have you smiling every time you need to process a lot of certs.
  • Unlimited Policy Sections, Drivers, Vehicles, etc.
  • Capture coverages not available on an ACORD
  • Working with MGA's was planned for and easy in CPM
  • Build the commissions at the policy that flow to the B-Tran. One click to build the commissions at the policy.

Powerful Service Tools (Notes, Follow Ups, Attachments, Correspondence, etc) –

  • Service Tools are located at the Client Record, Client Contact, Policy, Staff Record, Carrier Record and Carrier Contact.
  • Service Tools at the policy only show items associated to that policy.
  • Service Tools at the Contact (Client Contact & Carrier Contact) Record only show items for that contact.
  • Exclusive Print Manager to include any ACORD forms for any of the clients policies, supporting ACORD forms and Attachments to the Client Record in an email, fax or to print. No more jumping all over the system to find what you need to include in an email, fax or to print. The Print Manager is found at the Client Record, Policy, on ACORD Form Applications and Certificates.
  • Exclusive Phone Messaging system (add-on). Manage inbound phone messages, email them to the recipient allowing them to receive them even when they're out of the office. The email phone message has a link to their record to pull open and a link on their phone number to dial from your smart phone.
  • Overhauled Notes & Follow Ups ... you need to see what we did here.
  • Powerful Find feature in Notes, Correspondence, Follow Ups, Attachments, etc… Quickly find the needle in the hay stack
  • Correspondence (email, letters, faxes) built into the system which creates a more thorough and efficient integration. 
  • Can use full correspondence from smart phone & tablet because there's nothing to install.
  • Sending emails & attaching incoming emails to record is fast and easy. So is adding the attachment to a received email to the attachments of the client or carrier record.
  • Advanced Electronic Document Management & Imaging… Being a paperless agency is easy! All the ways you can use these attachments will amaze you.

Accounting Billing Transactions (B-Tran) –

  • Very flexible Billing Transaction (B-Tran)
  • Agency Bill and Direct Bill
  • Powerful Agency Bill features including being able to globally process monthly statements from the Accounting Hub.
  • Installments including installment fees
  • Mid-stream Endorsements
  • One click to create the foundation of the B-Tran... very impressive!
  • Fee’s, taxes, etc can be added, and we even offer a Tax Popup window to simplify which line items are being taxed. Nice!
  • Powerful and flexible Premium Financing options. Supports the premium finance company paying the carrier and supports the premium finance company paying the agency who then pays the carrier. We added a Premium Financed popup window to select which line items are being financed and at what %.
  • Add AB agency fee to a DB policy, and invoice it. Exclusive feature.
  • Can save and Post the B-Tran, or can save as Unposted. Can create a security setting to not allow a user to Post B-Trans (or Cash Receipts either).
  •  See all B-Trans from the "Global B-Tran" window at the Accounting Hub.

Client Ledger –

  • Flexible and powerful Client Ledger to help CSRs easily handle client accounting needs and questions.
  • View all payments received. Shows which B-Tran it was applied to.
  • Shows the Aging
  • Action Buttons on each B-Tran Line-Item offers numerous functions. If Posted: Cash Receipt Payment, Adjustment, Allocate Fund, B-Tran Detail (see next bullet), View B-Tran, Print Invoice for this B-Tran. If Unposted: Post, Edit, View and Print Invoice.
  • B-Tran Detail shows how this B-Tran affects all sub-ledgers and the balance of each sub-ledger, and it shows payments/ commissions received. Nice feature!
  • Print Statements and Client Ledger. Choose between All Items, Open Only and All Activity Since a specific data; can also include DB Invoices and/or Brokered Items.
  • Take a payment on multiple B-Trans (Payment button at top)
  • Handle Unallocated Funds

Agency Accounting –

  • Fully integrated accounting system
  • Real-Time Accounting
  • On the policy we broke out how you're paid by the carrier (New or Renewal) from how you pay your producers (New or Renewal). The agency can receive New commissions from the carrier and pay producers as a  Renewal for Renewal Re-Writes (just giving you the option, you do what supports your agency business model).
  • No more time consuming Producer Plan Codes for every type policy producers sell that are hard to stay on top of. In CPM Producer Plan Codes are for the "exception" to their Default Commission Percentages. Huge time saver.
  • Sub-Ledgers: Direct Bill Reconciliation, Company Payables, Producer Payables and Commission Transfer.
  • Pay Carriers and Producers based upon money received with one click! Powerful and fast.
  • Transfer Commissions based upon actual commissions earned from payments received.
  • Exclusive bridge we call External Accounting (EA) between our Full Sub-ledger Account options and your 3rd party accounting system like Quickbooks... it greatly simplifies working with a 3rd party accounting system which gives you the best of both worlds. (The only thing we don't currently offer in CP Manager is Bank Accounts and the GL.)
  • Full Internal Accounting is in development which will then add the GL and bank accounts. You will then have options... Full Sub-ledger Accounting + EA + 3rd Party Accounting or Full Accounting.
  • Commission Statement Downloading is in development (add-on)
  • Numerous Accounting Reports including “Policies without a B-Tran” to make sure all Inforce policies have an accounting transaction for it.
  • Mass email, fax or print Statements each month.

Cash Receipts (Payments) –

  • Quickly receive payments (5 different places) and print receipts.
  • Apply a payment to 1 B-Tran, Multiple B-Trans, Apply As Unallocated Payment to be applied to a B-Tran Later, or do a combination of these items... very flexible!
  • Take partial payments. Planned for this in our sub-ledgers.
  • Can save and Post it or save as Unposted. Security allows you to select who can Post a cash receipt.
  •  See all Cash Receipts from the "Global Cash Receipt" window at the Accounting Hub.

Policy Reports (CP Manager’s Loaded With Reports) –

  • Over 100 report combinations including advanced reports exclusive to CPM to analyze your agency and staff to effectively work on your agency
  • Standard industry reports like New Business & Book of Business reports with advanced features
  • Some key reports include exporting to Excel (yes, this is a security item)
  • We include 7 interactive reports which will simplify working with the data generated from the report parameters and allow you to really dig in and analyze your agency. Agencies are loving these interactive reports.
  • From the Advanced Client Interactive Report and the Advanced Policy Interactive Report you can globally update the Producer and CSR on client records and policies.
  • A few of the the My Activities Groups have traditionally been handled from the system reports. We added these "key policy issues" to the My Activities Dashboard to save you time and steps while also making sure they weren't overlooked or forgotten.  (This is just one of many examples where we went against how systems traditionally handle something and created a far more efficient and better approach to it.)

Marketing –

  • From years of working with agencies it has been proven over and over again that you can't effectively put aggressive marketing ahead of creating a highly productive agency because you'll become way too busy too fast which will greatly affect the service you provide to current clients. This is another huge advantage to CP Manager's design of "increased productivity"... to free up valuable time to handle new leads and new clients!
  • Cross-Selling Personal Lines, Commercial Lines and Life & Health with our powerful interactive Cross-Sell report
  • X-Dating strategies built into the system
  • Recall date & time of when to call back prospects and clients.
  • Overhauled & Advanced Renewal Management... improving & increasing your retention rate is key here.
  • Mail-Merged marketing letter templates and email templates
  • Marketing specific fields on the client record
  • Submit applications to multiple carriers at the same time by fax or email

Other System Features –

  • CP Manager is incredibly fast online --network fast-- allowing you to quickly open up a window and go from window to window
  • Over 400 security settings broken down by Hub. Create a role for all Producers and another for all CSRs, or give each person their own individualized security... you decide.
  • Staff Hub to manage your staff. Can even setup a producer to only access their clients. We also capture key employment information.
  • Carrier Hub to build better relationships with carriers and work more closely with them. Compared to the other systems, this is a very advanced carrier management feature.
  • Sticky Notes popup up when you open up a record to provide immediate information. You can add a Sticky Note at a Client record, a Client Contact, a Policy, a B-Tran, a Staff record, a Carrier record and a Carrier Contact.
  • You can Flag most windows. On Main Hub windows and from your My Activities Dashboard you can see all of your flagged windows. When you're on a detail window like a Client Detail you only see the flagged windows for that specific record. Very nice feature.
  • Run from your Network (coming) or the Internet
  • True Multiple Agency Management. Perfect for multiple locations, can be a hub for your cluster or you can set one up for specific producers. You simply need to see what we created for multi-agency management.
  • PDF Writer built into CPM for easy emailing
  • Run on PC, smartphone & tablet… no additional cost!
  • Priced less than 70% of systems on the market! But this isn't because we want to compete based upon price... Click Here to see our real reason for pricing CP Manager so it's affordable for all agencies. The purchase price is not the key to which system will improve your agencies profitability. The key is based upon which system will increase your productivity the most followed by being easy to learn and use. Know the facts so you can make the best decision for your agency.

This Is Just A Short Summary Of The Features In CP Manager. Schedule A Walk-Through Today And See How CP Manager Will Transform Your Agency Into A Highly Productive Agency.