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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
We offer a user-friendly platform powered by cutting-edge technology, combined with limitless training and assistance. Our goal is to help you extract the highest possible value from your agency management system. We focus exclusively on small to medium-sized agencies, prioritizing exceptional customer service. Founded by Brent Sheppard, a former insurance agent, Xanatek was born from his recognition of the need for agents to enhance the value they receive from their management systems. He envisioned a straightforward management solution that would come with comprehensive support and training at a competitive price. His mission is to equip small and mid-sized agencies with the tools necessary to operate and expand their businesses effectively while ensuring they receive the support needed to maximize their use of the technology. Since its establishment in 1995, the company has been committed to empowering independent agents through our sophisticated, cloud-based agency management system. With our platform, agency personnel can easily access essential client information, streamlining their operations and improving service delivery. This focus on efficiency enables agencies to thrive in a competitive market.
API Access
Has API
API Access
Has API
Integrations
Certificial
Formstack
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$795.00/one-time
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
Xanatek
Founded
1994
Country
United States
Website
www.xanatek.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