Did you know that you can start a New Lead or Reservation within AgentMate from the Client List screen? We’ve found this to be a very popular feature that Agents use as soon as they learn about it. After you have initially… Continue Reading
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 a quarterly basis. In many cases,… Continue Reading
AgentMate is cross-browser compatible, meaning it can be used in nearly every browser including Google Chrome, Internet Explorer 11+, Microsoft Edge, Safari, and Firefox. Currently we see most Agents using Google Chrome. AgentMate makes heavy use of Pop-up windows; because… Continue Reading
Did you know that AgentMate integrates with CruisePRO? That’s right! AgentMate and CruisePRO, Vacation.com’s best-in-class Cruise Booking tool, share a deep integration. From CruisePRO you can export your booking information into AgentMate, removing data entry from your daily to-dos. Starting your booking… Continue Reading
Summary: In addition to various bug fixes, the release some updates to the Lead Management portion of AgentMate will be included. Individual bug fixes will be communicated back to the reporting User. Details: Lead Management Updates: Updates have been made… Continue Reading
Did you know that AgentMate can store Loyalty Numbers for your clients? Not only does AgentMate provide a place for you to store your Client’s Loyalty Numbers, these loyalty numbers will automatically be included on the Client’s Invoice when that… Continue Reading
Did you know that AgentMate has an integration with Allianz Insurance? Yes! AgentMate and Allianz Insurance have an ongoing integration that allows users to Quote, Book, and Pay for Allianz policies directly within AgentMate. The integration allows users considerable time… Continue Reading
Did you know that you can Filter the Reminders on your Primary Dashboard? Yep! When you are on your Primary Dashboard, you can Select ‘Filter’ to change the parameters for the reminders you receive; those parameters will persist each time you come… Continue Reading
All internet browsers regularly release new versions; elements of these new releases may cause impact to AgentMate’s user experience. If you encounter any such issue, please notify your Support Department along with your browser version and the specific screen/function where… Continue Reading
Did you know that you can easily extract most information out of AgentMate? Yes that’s right, AgentMate offers a number of different Query Tools that let you export information from the application into either .CSV or .XLSX files. These tools are… Continue Reading