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Author: o2_admin

Tip: Keep a Cheat-sheet of your Client’s Preferences

Posted on May 16, 2016 by o2_admin

Do you tend to fly on the same airline to maximize your reward miles? I think most of us do, just like your clients. To help you remember things like this for your clients AgentMate offers the Preferences section of… Continue Reading →

Tip of the Week Client Profile, Preferences, Relationship Management

Quarterly NCOA Processing May 2016

Posted on May 12, 2016 by o2_admin

Applicable to Vacation.com Member 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 Vacation.com audits and updates clients opted-in for the Engagement Program on… Continue Reading →

Release Notes Marketing, NCOA

Tip: Making Use of Recent Items

Posted on May 9, 2016 by o2_admin

Have you ever been working on a Reservation for a client only to have your phone ring or someone walk into your office with an emergency? I think we all have. If you’re anything like me, by the time you… Continue Reading →

Tip of the Week Time Saving

Vacation.com + Engagement: Weekly Process and NCOA

Posted on May 6, 2016 by o2_admin

Clients move and not tell you? For Vacation.com members enrolled in Engagement, their AgentMate database is run through NCOA (National Change of Address) on a quarterly basis. This update is currently in process and expected to be completed during the week… Continue Reading →

News Marketing, NCOA

Tip: Group your Clients the way They Organize Themselves

Posted on May 2, 2016 by o2_admin

Do you belong to any Clubs, Networking Groups, or other Organization that meets on a semi-regular basis? Statistically, you do; the same is true for your clients. AgentMate offers a function called Organizational Setup (found within the Client Module) that lets you… Continue Reading →

Tip of the Week Marketing, Relationship Management

Tip: Save Time and Personalize Relationships

Posted on April 25, 2016 by o2_admin

Do you find yourself writing the same letters (emails) to your clients over and over? I think we all do. We want to ensure that our clients receive the information they need while still keeping things personal. A great solution… Continue Reading →

Tip of the Week Relationship Management, Time Saving

Tip: Stay on Top of Final Payments

Posted on April 18, 2016 by o2_admin

Have you ever looked at a Booking and not remembered if you sent a Client’s Final Payment Invoice? Never wonder again when you use the Pending and Final Payment Reports within AgentMate, especially when you consider it is less a report… Continue Reading →

Tip of the Week Best Practice, Final Payment, Time Saving

Scheduled Outage and Maintenance Patch

Posted on April 11, 2016 by o2_admin

As most of you know, AgentMate has had constant development for 20+ years and the technology out there today is very different than it was even 6 years ago. As such, we are updating some of the background framework to utilize… Continue Reading →

Release Notes Bug Fixes, Knowledge Base

Tip: Keep Agency Priorities Front and Center

Posted on April 11, 2016 by o2_admin

Do you receive more emails in a day than you know what to do with? Most of us do; because of this, AgentMate offers an Agency News feature that allows authorized staff to publish information directly to the AgentMate dashboard. Agencies may use… Continue Reading →

Tip of the Week Agency News

Tip: Orphaned Commissions

Posted on April 4, 2016 by o2_admin

Did you know that AgentMate allows you to track orphaned/unclaimed commissions? As part of AgentMate’s Unapplied Commission module the application attempts to save time for your staff…  the back office staff doesn’t have to enter receivables in two tools, nor… Continue Reading →

Tip of the Week Back Office Accounting, Commissions, Time Saving

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