AgencyHR

AgencyHR

Vertafore
+
+

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About

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!

About

AgencyHR takes the pain out of managing your team so you can focus on growing your business. 72% of agency owners wish they had better records when terminating an employee. With AgencyHR you won’t be one of them. Broadcast agency messages to your team and receive a confirmation when they've been viewed. Keep meticulous employee records - without trying. All employee data automatically stored in one easily accessible location.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses in need of an Agency Management system

Audience

Insurance agencies searching for a powerful Team Management suite

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$11 per month
Free Version
Free Trial

Reviews/Ratings

Overall 1.0 / 5
ease 1.0 / 5
features 2.0 / 5
design 2.0 / 5
support 2.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Agency AutomationTEAM
www.agencyautomationteam.com

Company Information

Vertafore
Founded: 1969
United States
www.agencyhr.com

Alternatives

Alternatives

Applied Epic

Applied Epic

Applied Systems
Jenesis Agency Management

Jenesis Agency Management

Jenesis Software
Eclipse

Eclipse

North American Software Associates
WorkSmart

WorkSmart

Vertafore
WorkSmart

WorkSmart

Vertafore

Categories

Categories

Insurance Agency Features

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

Integrations

No info available.

Integrations

No info available.
Claim Agency AutomationTEAM and update features and information
Claim Agency AutomationTEAM and update features and information
Claim AgencyHR and update features and information
Claim AgencyHR and update features and information