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Tip of the Week

Tip: Single Guest Accounting

Posted on February 29, 2016 by o2_admin

Did you know that you can create individual invoices for passengers on the same reservation? When friends or siblings travel together they often will pay for their own portion of a shared booking; because of this when a new booking is… Continue Reading →

Tip of the Week Invoice, Single Guest Accounting

Tip: Cached Pricing and Group Advantages

Posted on February 22, 2016 by o2_admin

Did you know that AgentMate has cached pricing for most major cruise lines? Yes! Each morning new pricing is loaded into the application and can be found on the Inventory > Search All Inventory screen. You can see pricing for Inside,… Continue Reading →

Tip of the Week Added Revenue, Search All Inventory

Tip: Save Time Creating Leads and Reservations

Posted on February 15, 2016 by o2_admin

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 →

Tip of the Week Client List, Client Profile, Lead Management, Time Saving

Tip: Save Time and Make Money with CruisePRO

Posted on February 8, 2016 by o2_admin

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 →

Tip of the Week Added Revenue, CruisePRO, Integration, Time Saving

Tip: Show Loyal Clients Their Loyalty Numbers

Posted on February 1, 2016 by o2_admin

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 →

Tip of the Week Client Profile, Customer Service

Tip: Book Allianz Insurance Directly in AgentMate

Posted on January 25, 2016 by o2_admin

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 →

Tip of the Week Allianz, Insurance, Integration, Time Saving

Tip: Filter Reminders for Efficiency

Posted on January 18, 2016 by o2_admin

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 →

Tip of the Week Reminders, Time Saving

Tip: Extract the Data You Need

Posted on January 11, 2016 by o2_admin

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 →

Tip of the Week Data Analysis, Data Extraction, Query Tool

Tip: Find Just the Inventory You Want

Posted on January 4, 2016 by o2_admin

Did you know that when using the Search All Inventory you can look for only certain types of promotions? All Active Promotion types will appear in the top right of your screen as a Pick-List; from here you can select… Continue Reading →

Tip of the Week Search All Inventory

Tip: Eliminate Post-its Full of Passwords

Posted on December 28, 2015 by o2_admin

Did you know that AgentMate can store your username and password for sites like Cruisingpower.com or Polar Online? Of Course you did! But did you know that you can add Links that are specific to your agency? It’s true; go… Continue Reading →

Tip of the Week Links, Time Saving

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