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Enhancement

New Enhancement to existing Feature of the Application

Big Announcement!!!!

Posted on October 13, 2016 by Theresa Scurry

  We are proud to announce the launch of our two new AgentMate Insurance Integrations. These include Travel Insured International and Travel Guard. These new integrations cut down on the manual data entry as well as removing the need to… Continue Reading →

Enhancement, Release Notes Insurance, Integration, Knowledge Base, Time Saving

Possible Login Issue – Microsoft Update

Posted on June 23, 2016 by o2_admin

Last Night Microsoft pushed some updates last evening. Because of this there have been isolated cases where the AgentMate login screen would not load. In each case this has been resolved closing all programs and shutting down the user’s computer. Once… Continue Reading →

Enhancement

Engagement List Refresh (Vacation.com)

Posted on May 22, 2016 by o2_admin

For Vacation.com Members: An issue was encountered uploading the Direct Mail data into the Engagement tool, to prevent any risk of data corruption Direct Mail Engagement will utilize the same list as last week. Regular processing will resume 27 May… Continue Reading →

Enhancement Engagement

Video: Lead Management and Agency News

Posted on December 8, 2015 by o2_admin
Demonstration, Enhancement, Release Notes Agency News, Lead Management

Release Notes: 8 Dec 2015

Posted on December 8, 2015 by o2_admin

Summary: In addition to various bug fixes, some design changes to the ‘Pay Now’ feature and Lead Management are captured in this release. Individual bug fixes will be communicated back to the reporting user. Details: Pay Now Updates: In an… Continue Reading →

Enhancement, Release Notes Agency News, Bug Fixes, Lead Management, Online Payment

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