What is Agency AutomationTEAM?

The CP Manager was created to address the pressing demands of agencies in need of a strong management system. A consultant specializing in insurance automation was instrumental in developing this intuitive platform. The process of adding clients and policies is incredibly simple, making client servicing more efficient than ever before. To illustrate how we achieved this ease of use in the design of CP Manager, we even organized a webinar. Prior to its official launch, we let a group of customer service representatives test CP Manager without any structured training, gathering valuable feedback that helped us enhance its user-friendliness. This overview will reveal the cutting-edge design principles that underpin CP Manager and the methods implemented to create a highly effective system, allowing your agency to manage a more extensive portfolio with ease. With your team constantly communicating via email throughout the day, the incorporation of email functionality into CP Manager significantly optimizes communication, cutting down on the number of steps required and boosting overall efficiency. This intelligent integration frees you and your team to concentrate on what is most important—providing excellent service to your clients and expanding your business. Additionally, the streamlined processes in CP Manager empower your agency to adapt quickly to changing market demands and client needs.

Integrations

No integrations listed.

Screenshots and Video

Company Facts

Company Name:
Agency AutomationTEAM
Company Website:
www.agencyautomationteam.com

Product Details

Deployment
SaaS
Training Options
Documentation Hub
Online Training
Support
Standard Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Agency AutomationTEAM Categories and Features

Insurance Agency Software

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

Agency AutomationTEAM Customer Reviews

Write a Review
  • Reviewer Name: John O.
    Position: Agent
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Good Idea, bad implementation

    Date: Oct 04 2022
    Summary

    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.

    Positive

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

    Negative

    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.

    Read More...
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