About Agency AutomationTEAM
CP Manager by Agency AutomationTEAM is a specialized agency management system designed to improve productivity for independent insurance agencies by focusing on streamlined workflows and efficient data management.
Agency AutomationTEAM Details
Vendor
Agency AutomationTEAM
Year Launched
Location
Post Falls, Idaho 83854, USA
Deployment
cloud, web browser
Training Options
videos
Countries Served
All Countries
Languages
English, Spanish, French, German, Italian, Portuguese
Users
Agent, Underwriter, Customer Service Representative
Industries Served
Insurance, Finance, Property and casualty (P&C) insurance, Insurance agency and brokerage services
Tags
Insurance, Agency Automation, Agency Systems, Agency AutomationTEAM, CP Manager
Agency AutomationTEAM's In-App Market Place
Does Agency AutomationTEAM have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
0
Mini Apps
Pricing Options
Free trial
Free version
Request a quote
Promo Offer
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), CAD (C$), AUD (A$), JPY (¥), CNY (¥), INR (₹), RUB (₽), BRL (R$)
Pros & Cons
- Designed for commercial lines workflows and manages complex insurance packages that overwhelm simpler systems
- Productivity focused interface reduces unnecessary clicks, screens, and steps during everyday agency transactions
- True single entry system prevents duplicate data entry and reduces silos between policy and accounting information
- Platform focuses mainly on property and casualty operations and may be weaker for life or health agencies
- Agencies moving from generic systems may need time to adjust to a workflow centered operating approach
- Pricing information is not publicly available, which may make budgeting and evaluation more difficult.
Agency AutomationTEAM's Support Options
Email Address
info@agencyateam.comContact
208-242-4321