Agency AutomationTEAM

CP Manager, developed by Agency AutomationTEAM, Inc., is an agency management system designed to streamline and automate various tasks for insurance agencies. This software solution is suitable for insurance agencies of all sizes, from small and new agencies to medium-sized agencies. According to the vendor, CP Manager caters to a wide range of professions and industries, including insurance agencies, insurance brokers, independent agents, insurance producers, and insurance consultants.

Key Features

Automated Policy Management: According to the vendor, CP Manager offers automated policy management, streamlining policy creation, renewal, and endorsements. The system aims to reduce manual data entry and provides easy tracking of policy information.

Client Management: CP Manager provides comprehensive client management capabilities, allowing insurance agencies to effectively organize and retrieve client details, policy history, and communication logs.

Claims Management: CP Manager includes robust claims management functionality, enabling insurance agencies to efficiently record, track, and process claims information.

Commission Tracking: According to the vendor, CP Manager offers commission tracking features, allowing insurance agencies to easily monitor and analyze their commission earnings.

Document Management: CP Manager includes document management capabilities, aiming to ensure easy organization and retrieval of important documents associated with clients, policies, and claims.

Task Management: CP Manager provides task management features, enabling insurance agencies to assign, track, and monitor tasks within the system.

Reporting and Analytics: According to the vendor, CP Manager offers robust reporting and analytics capabilities, providing valuable insights into agency operations and helping agencies make informed business decisions.

Integration Capabilities: CP Manager supports integration with other systems and platforms, aiming to eliminate the need for manual data entry and streamline workflows.

User Permissions and Security: CP Manager includes robust user permissions and security features, aiming to ensure the protection of sensitive data and control access to specific features and information.

Mobile Access: According to the vendor, CP Manager offers mobile access, allowing users to access the system and perform tasks on-the-go, enhancing flexibility and productivity for insurance agency professionals.