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ease
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Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

CP Manager was developed in response to the urgent needs expressed by agencies for an effective agency management system. This innovative platform was crafted by an insurance automation consultant, ensuring that adding clients and policies is straightforward, and client servicing is seamless. We've even hosted a webinar to showcase how we achieved such an intuitively designed system. Before its official launch, we provided several customer service representatives access to CP Manager without any formal training, and the feedback we gathered helped us refine the system for enhanced usability. In this discussion, you will discover the design principles behind CP Manager and the strategies we employed to foster a highly efficient system, empowering your agency to manage a larger portfolio of clients. Furthermore, considering the high volume of emails exchanged daily by you and your team, we have integrated email functionality directly into CP Manager, streamlining the communication process and minimizing the number of steps involved. This integration not only saves time but also enhances overall productivity within your agency.

Description

Introducing Agency Impact, a robust and dependable solution created with simplicity by retired insurance agents specifically for their peers. It’s designed for seamless use on your PC, laptop, tablet, or smartphone, allowing you to work wherever you are, whenever you need. We have launched an incredibly cost-effective web-based management program for insurance agencies that stands out in today's market. No matter the size of your agency, whether it’s large, small, or anything in between, we take pride in delivering the ultimate solution tailored to your insurance management requirements, representing a sophisticated investment at an affordable price. Agency Impact operates in harmony with your workflow, offering excellence along with exceptional flexibility. Leveraging the power of the Internet, it enables you to instantly share customer information, access important files, and view vital data, empowering you to make informed decisions from your office, while traveling, or from the comfort of your home, ensuring that you are always connected and in control. This innovative platform truly transforms the way insurance agents manage their operations.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$49 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Agency AutomationTEAM

Website

www.agencyautomationteam.com

Vendor Details

Company Name

Agency Impact

Website

www.agencyimpact.com

Product Features

Insurance Agency

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

Product Features

Insurance Agency

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

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