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.
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Company Facts
Product Details
Product Details
Agency AutomationTEAM Categories and Features
Insurance Agency Software
Agency AutomationTEAM Customer Reviews
Write a Review-
Would you Recommend to Others?1 2 3 4 5 6 7 8 9 10
Good Idea, bad implementation
Date: Oct 04 2022SummaryOK 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.
PositiveWYSIWYG (What You See Is What You Get) is a huge plus ; uses standard Acord forms for input. Good for report management.
NegativeToo 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.
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