Special "Productivity" Video Series

We're Going To Prove To You Step by Step How CP Manager Will Massively Increasing Your Productivity and Provide You With A Far Greater Level Of Productivity Than Any Other System...


Could you imagine the management system that would be created if an Insurance Automation Consultant with 30 years of agency automation experience who's also an expert in productivity strategies and workflows designed an Insurance Agency Management System?


It happened, and we accomplished what has eluded other vendors! To be clear, CP Manager was not designed to be "just another agency management system". There's enough of those already on the market. 

CP Manager was designed by Insurance Automation Consultants to massively increase your productivity and profitsCP Manager is unquestionably the most productive system to ever be released, and in this video series we're going to prove it...

"Yes, I Want to See How Much More Productive and Efficient My Agency Could Become Using CP Manager. I Would Like To Watch The Video Series. Here's My Information..."

(Concerned about sharing your information with us? Learn about our Hassle Free approach to working with agencies.)

Take a look at the videos we'll be making available...

Informative Video Series To Prove To You Step By Step That CP Manager Will Dramatically Increase Your Productivity

Here's what you'll learn:

  • Video 1: The day begins with logging into CP Manager and the My Activities dashboard... being productive starts immediately!
  • Video 2: Adding a new client and policy - Personal Lines version. We'll also address how CP Manager supports policies that are both downloaded and not downloaded, and how we planned from day one to work with MGA's, brokers and aggregators
  • Video 3: Adding a new client and policy - Commercial lines version. Then we'll address certificates of insurance which will really have you excited.
  • Video 4: Working with and processing endorsements in a more efficient, faster way. Handling endorsements with downloading and when it's not downloaded.
  • Video 5: Preparing for renewals to renew more policies and increase the agency retention ratio
  • Video 6: CSR accounting... creating the billing transactions, sending out invoices and collecting payments. Mind blowing easy and powerful!
  • Video 7: Making the producers life a whole lot easier to help them write more business. This video is all about supporting the producer and their job.
  • Video 8: We'll dive into Reports and show you how you'll quickly be able to stay on top of your agency and staff. You'll see our advanced reports and interactive reports.
  • Video 9: Multi-agency management: Using CP Manager for additional locations, for a cluster, and for Aggregators to support agencies who don't have their own contracts, and more.
  • Video 10: Our Exclusive Workflow Task Manager: We are currently critiquing and making additional programming adjustments to this revolutionary, game changing feature. In this video we'll give a quick overview of it.

We're going to prove to you CP Manager is the most productive system to ever be released!  We're making available nine (9) videos showing you step by step how much more productive your agency will be with CP Manager.  

Plus, you'll see why agencies call CP Manager "The Most Insurance Specific System" they've ever seen.

CP Manager was designed to create the most productive and profitable agencies in America!


I know, that's a bold statement. To make sure this happens I'm even offering advanced productivity and workflow training to our clients.


After watching the videos where you'll get an opportunity to experience my knowledge in productivity strategies and workflows you will see more clearly how I'll be able to pull this off.


Still questioning my ability to accomplish this? Go download my informational booklet which addresses agency management systems and the important role they play in your agency where I also discuss my 30 year history with agency automation: All About Agency Management Systems.

There are many reasons why you should be striving to create a highly productive agency. Let me share a few reasons...

  • Increased Productivity Equals Increased Profitability! Your largest expense is salaries, taxes and benefits you pay your staff. Being able to manage the same book of business with even just 1 less staff person will make a big impact on your profits and expense ratio.
  • You can go longer without needing to hire another CSR because your existing CSRs are able to manage a larger book of business.
  • Your CSRs will have more time for cross-selling and working with your clients.
  • You can grow faster.
  • Producers will be able to do their work in the system faster --way faster-- allowing them more time for selling. Producers struggle the most with hard to use inefficient systems because they aren't in the systems all day long to learn it like a CSR does! Plus, when a producers enters data wrong it's the CSR who fixes itputting more work on the CSRs shoulders.
  • Right now we're in a good economy, but the economy goes in cycles. Creating a highly productive agency makes it way easier to weather a bad economy when insureds tighten their belts and drop or reduce their insurance coverages. Along with this, increased productivity is the #1 thing to counteract decreases in your commissions!

CP Manager Was Designed To Increase Your Productivity AND Your Profits. If You Care At All About These Two Things You Need To Sign Up and Watch The Videos.

I'm betting you won't even have to watch all 9 videos to be convinced that CP Manager will dramatically increase your productivity. After the first video you should clearly see how much more efficient your staff will be with CP Manager.


100% of our clients rave about the results they are getting with CP Manager, and 100% of our clients absolutely love CP Manager. On top of that, we get less than 10 support calls/emails a week... we're doing something right!


There's a lot to be said about our 30 years of experience working with agencies helping them with their agency automation and having worked with many other vendors to learn what they do right and what not to do.


Our focus has always been on our clients and helping them meet their automation needs. We're ready to serve you too...

Your management system plays a "key" role in your staff's productivity and in your agency's profits. Is there any reason why you wouldn't want to increase both by 10%, 20%, 30% or more

Copyright 2021, Agency AutomationTEAM, Inc.