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Author: Debbie Tatum

AgentMate Adoption – Cash Status Module Webinars Begin Tomorrow!

Posted on August 8, 2022 by Debbie Tatum

SIGN UP TO JOIN TOMORROW’S TRAINING SESSIONS! CASH STATUS MODULE Stay on top of your agency financial status by learning everything about the Cash Status Module. Join our webinars to discover more about this new way of having a summary… Continue Reading →

Adoption, Technical Tips, Webinar

Adoption Program 2022 – We introduce you to: Pay Now!

Posted on June 22, 2022 by Debbie Tatum

Welcome to our 2022 Adoption Program! Today we introduce you to: PAY NOW! As part of our ongoing efforts to enhance your experience using AgentMate, we are happy to announce we are continuing our series of training sessions, where we… Continue Reading →

Adoption, Technical Tips, Webinar Adoption, Agency News

The AgentMate Adoption team says: Thank you!

Posted on June 6, 2022 by Debbie Tatum

The adoption program members would like to take a moment to say Thank you!! to all our adoption training sessions webinar’s attendees   Why are we focused on the Adoption training sessions?   Using AgentMate to its fullest extent and… Continue Reading →

Uncategorized

Resolved: AgentMate – Login Issues

Posted on May 26, 2022 by Debbie Tatum

Update: All services appear to be running normal now, we apologize for the interruption Update: At this time there is no additional information to pass along,  we will continue to work with the Internova infrastructure team and Mark Monitor and… Continue Reading →

Outage, Please take note

Memorized Reports: Store your favorite reports and see them in the Dashboard!

Posted on February 24, 2022 by Debbie Tatum

AgentMate gives customers the ability to store, schedule and send a wide variety of reports through the “Memorize” functionality.     Users can select the fields to be displayed in the reports, creating custom-made options that suits your operational needs.… Continue Reading →

Adoption, Technical Tips

Pay Now! Feature: Receiving payments from clients has never been so easy

Posted on February 9, 2022 by Debbie Tatum

Enabling the Pay Now! functionality in AgentMate permits any authorized users to insert a payment submission link on the invoice. This will be emailed to your client, letting them share their payment data with you. (*) You must follow three… Continue Reading →

Adoption, Technical Tips

Important Notice

Posted on January 4, 2022 by Debbie Tatum

An AgentMate application upgrade will be taking place on Friday, January 14th 2022. During this time the AgentMate application will be inaccessible. Please continue to monitor the blog for additional details throughout the week. We truly appreciate your patience while… Continue Reading →

Outage, Please take note

Adoption webinars for Insurance Integrations starting next January 2022!

Posted on December 20, 2021 by Debbie Tatum

      As you already know, we are starting the AgentMate adoption plan for 2022 and the first webinar will be for the Insurance Integrations.   Insurance Integrations are available for:   Sell your insurance directly within a reservation… Continue Reading →

Adoption, Integrations

AgentMate is back online – Thank you for your patience

Posted on December 12, 2021 by Debbie Tatum

The AgentMate Application is back-up and running; we have appreciated your patience during this time. The AgentMate Team

Uncategorized

AgentMate Update – Back online by 11:30PM CT

Posted on December 11, 2021 by Debbie Tatum

We estimate that the AgentMate application will be back online no later than 11:30 CT Saturday, December 11th. We sincerely apologize for the lengthy delay and appreciate your patience throughout today. The AgentMate Team

Uncategorized

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