Audience

Businesses in need of an Agency Management system

About Agency AutomationTEAM

CP Manager was designed based about what agencies have desperately wanted in an agency management system. It took an insurance automation consultant to design this system. Adding a client and policy is incredibly easy, servicing clients is easy. CP Manager is so easy we even did a webinar specifically on how we created such an easy to use system. Two years prior to releasing CP Manager we gave a number of CSRs access to CP Manager, offered no training and then got detailed reports on how we could make CP Manager even easier. You'll learn about the design of CP Manager and the things we did to create a highly productive system so you can create a highly productive agency which means your staff will be able to manage a larger book of business. You and your staff are sending and receiving emails many times through the day. By building emailing into CP Manager and integrating it tightly in the system emailing in CP Manager is far more efficient and a lot less steps!

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Integrations

No integrations listed.

Ratings/Reviews - 1 User Review

Overall 1.0 / 5
ease 1.0 / 5
features 2.0 / 5
design 2.0 / 5
support 2.0 / 5
More Reviews Write a Review

Company Information

Agency AutomationTEAM
www.agencyautomationteam.com

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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Support
Phone Support
Online

Agency AutomationTEAM Frequently Asked Questions

Q: What kinds of users and organization types does Agency AutomationTEAM work with?
Q: What languages does Agency AutomationTEAM support in their product?
Q: What kind of support options does Agency AutomationTEAM offer?
Q: What type of training does Agency AutomationTEAM provide?

Agency AutomationTEAM Product Features

Insurance Agency

Life & Health
Property & Casualty
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Policy Management
Quote Management

Agency AutomationTEAM Verified User Reviews

Write a Review
  • John O.
    Agent
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Good Idea, bad implementation "

    Posted 2022-10-04

    Pros: WYSIWYG (What You See Is What You Get) is a huge plus ; uses standard Acord forms for input. Good for report management.

    Cons: Too many tabs!!! Very cumbersome if working on multiple clients. File system is clunky. Very inefficient for workflow. COIs are 1 or ALL, if client needs 5 resent, only able to send one at a time.

    Overall: OK for those familiar with standard Acord forms. Very data input heavy. WYSIWYG (What You See Is What You Get) takes the guesswork out of what the pringots will look like.

    Read More...
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