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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

InsurAMS is agency management software for independent insurance agencies, streamlining daily operations. The renewal queue prioritizes policy renewals by urgency, helping prevent missed deadlines. Agents can quickly generate certificates of insurance by auto-filling stored policy data, eliminating manual entry. The platform centralizes client management, providing access to records, policy details, and interaction history. An activity log tracks calls, emails, and notes, while task management links tasks to specific clients and policies. Metrics like total premium and breakdowns by coverage type and carrier offer insights into the book of business. InsurAMS supports CSV import for migrating client and policy data and allows data export to ensure agency ownership. With minimal setup, agencies can start using the system immediately without extensive onboarding.

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

Independent insurance agencies, solo P&C insurance agents, new insurance agencies

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

$99/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:

Review this Software

Pros & Cons from Real Users

Pros

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

Cons

  • 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.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Agency AutomationTEAM
www.agencyautomationteam.com

Company Information

InsurAMS
Founded: 2026
United States
insurams.com

Alternatives

Alternatives

Jenesis Agency Management

Jenesis Agency Management

Jenesis Software
RenewalCompass

RenewalCompass

Regency Software LLC
A1 Tracker

A1 Tracker

A1 Enterprise
WorkSmart

WorkSmart

Vertafore

Categories

Categories

Insurance Agency Management Features

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

Integrations

Zapier

Integrations

Zapier
Claim Agency AutomationTEAM and update features and information
Claim Agency AutomationTEAM and update features and information
Claim InsurAMS and update features and information
Claim InsurAMS and update features and information