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Author: Joshua Swantz

Manulife Integration Re-Launch

Posted on June 5, 2019 by Joshua Swantz

We are happy to announce the re-launch of Manulife Insurance integration in AgentMate. Agencies in Canada enrolled in AgentMate which were previously signed up for this integration, will be able to use it right away! This integration will cut down… Continue Reading →

Enhancement, News Manulife, travel insurance

AgentMate Release June 5th, 2019

Posted on June 5, 2019 by Joshua Swantz

An AgentMate Release occurred on Wednesday, June 5th at approximately 5:00 AM ET. This release contained mainly bug fixes. Those who have reported issues resolved by this release will be contacted following post-release testing. Please contact your Support Department with… Continue Reading →

Release Notes Bug Fixes, Release Notes

AgentMate Release May 21st, 2019

Posted on May 21, 2019 by Joshua Swantz

An AgentMate Release occurred on Tuesday, May 21st at approximately 5:00 AM ET. This release contained mainly bug fixes. Those who have reported issues resolved by this release will be contacted following post-release testing. Please contact your Support Department with… Continue Reading →

Release Notes Bug Fixes, Release Notes

Quarterly NCOA Processing May 2019

Posted on May 14, 2019 by Joshua Swantz

Applicable to TLN Agencies Only As clients move and complete a Change of Address they invariably miss notifying some people, they may even forget to tell their Travel Agent! Because of this TLN audits and updates clients opted-in for the Engagement Program on a… Continue Reading →

Best Practices, Please take note Client List, Client Profile, Engagement, Marketing, NCOA

AgentMate Release May, 7th 2019

Posted on May 7, 2019 by Joshua Swantz

An AgentMate Release occurred on Tuesday, May 7th at approximately 2:00 AM ET. This release contained mainly bug fixes. Those who have reported issues resolved by this release will be contacted following post-release testing. A note to Paymode-X file import:… Continue Reading →

Enhancement, Release Notes Bug Fixes, e-Engagement

AgentMate Release April 9th, 2019

Posted on April 9, 2019 by Joshua Swantz

An AgentMate Release occurred on Tuesday, April 9th at approximately 5:00 AM ET. This release contained mainly bug fixes. Those who have reported issues resolved by this release will be contacted following post-release testing. Please contact your Support Department with… Continue Reading →

Release Notes Bug Fixes, Release Notes

AgentMate Release March, 27th 2019

Posted on March 27, 2019 by Joshua Swantz

An AgentMate Release occurred on Thursday, March 27th at approximately 2:00 AM ET. This release contained mainly bug fixes. Those who have reported issues resolved by this release will be contacted following post-release testing. A note for eEngagement users: a few… Continue Reading →

Enhancement, Release Notes Bug Fixes, e-Engagement

Account Manager Commission Split

Posted on March 25, 2019 by Joshua Swantz

Does your agency have Account Managers or Team Leads that oversee other agents? If so, these Account Manager and Team Leads can now earn a piece of commission from each of their agent’s bookings. We have expanded the Account Manager… Continue Reading →

Best Practices, Tip of the Week Commissions, commissions split, how to

Mailing List Management: Globally Adding Future Vendors to your Clients

Posted on March 6, 2019 by Joshua Swantz

Statistics show that people believe that spending money on travel is a well worth investment. Therefore, the key goal of travel agencies marketing efforts is to help customers make their mind up. AgentMate offers travel agents an excellent toolkit that… Continue Reading →

Best Practices, Tip of the Week Engagement, future vendors, List Management, mailing list

A Note from Support

Posted on March 1, 2019 by Joshua Swantz

As we quickly approach the end of Q1, we wanted to take a moment to provide you with a status update as it relates to the AgentMate Team. To begin, thank you to all of our users who have worked… Continue Reading →

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