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Adoption

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

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

Adoption: Less Stress, More Success!

Posted on December 10, 2021 by Debbie Tatum

A lot has happened since the pandemic started, so we want to take a moment to thank you all for the hard work we’ve seen from you, and what we’re excited to bring you in the new year. So looking… Continue Reading →

Adoption, Integrations

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