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Time Saving

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

ALWAYS in the driver’s seat.

Posted on September 29, 2016 by Debbie Tatum

How often have you planned time away from the office and “something” happens to your VIP client who is on the $10K vacation you booked them? Scared to leave the office because your VPN might not be working at home?… Continue Reading →

Tip of the Week access, Agency News, anytime, Anywhere, Best Practice, Knowledge Base, Reminders, time is money, Time Saving

Tip: The Best Kept Secret!

Posted on September 12, 2016 by Ignacio Navarro

Well there are actually a lot of great functions within AgentMate but today we are going to talk about just one. Agents, take a seat and listen up! Want to get rid of your spread sheets/excel reports? Tired of googling… Continue Reading →

Tip of the Week Agency News, Best Practice, Customer Service, Links, Preferences, Reminders, Reservation Maintenance, Time Saving

Tip: Copy Reservation

Posted on July 28, 2016 by o2_admin

Have you ever had clients book essentially the same reservation as someone else? I’m going to guess yes. We’ve seen many agents book side-by-side staterooms or reservations into a group or just choose to book the same package as a… Continue Reading →

Tip of the Week Reservation Maintenance, Time Saving

Tip: Quick Add-on Management for Groups

Posted on June 13, 2016 by o2_admin

Have you ever been managing a Group and after the fact decided to offer an optional Add-on like a Pre-Hotel, Shore Excursion, Tour, Transfers, or any combination thereof? I’m guessing you have, or that you’d like to (if it weren’t… Continue Reading →

Tip of the Week Groups, Time Saving

Testimonial: Yankee Trails World Travel

Posted on May 20, 2016 by o2_admin

AgentMate has been a great new part of our company. Being able to have our booking system and accounting system all in 1 has been such a time saver for us. Also the reports that AgentMate can generate are much… Continue Reading →

Testimonials Back Office Accounting, Data Extraction, Query Tool, Reporting, Time Saving

Tip: Making Use of Recent Items

Posted on May 9, 2016 by o2_admin

Have you ever been working on a Reservation for a client only to have your phone ring or someone walk into your office with an emergency? I think we all have. If you’re anything like me, by the time you… Continue Reading →

Tip of the Week Time Saving

Tip: Save Time and Personalize Relationships

Posted on April 25, 2016 by o2_admin

Do you find yourself writing the same letters (emails) to your clients over and over? I think we all do. We want to ensure that our clients receive the information they need while still keeping things personal. A great solution… Continue Reading →

Tip of the Week Relationship Management, Time Saving

Tip: Stay on Top of Final Payments

Posted on April 18, 2016 by o2_admin

Have you ever looked at a Booking and not remembered if you sent a Client’s Final Payment Invoice? Never wonder again when you use the Pending and Final Payment Reports within AgentMate, especially when you consider it is less a report… Continue Reading →

Tip of the Week Best Practice, Final Payment, Time Saving

Tip: Orphaned Commissions

Posted on April 4, 2016 by o2_admin

Did you know that AgentMate allows you to track orphaned/unclaimed commissions? As part of AgentMate’s Unapplied Commission module the application attempts to save time for your staff…  the back office staff doesn’t have to enter receivables in two tools, nor… Continue Reading →

Tip of the Week Back Office Accounting, Commissions, Time Saving

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