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
AgentMate is amazing and helps me track and keep track of everything, from client leads to appointments, marketing, etc…. there is no comparison, AgentMate is amazing. For small to medium sized agencies there is nothing that touches it. Way easier… Continue Reading
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
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