Did you know that AgentMate offers a complete Counselor Compensation Module? It’s True! AgentMate allows you to define commission splits for any/all agents in your office; these splits can be unique from agent to agent and the payment rules (timeline and criteria)… Continue Reading
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
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
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
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 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
Did you know you can schedule reports to automatically run within AgentMate? That’s right! Many reports, and all Queries, allow you to Memorize your report criteria and have the application automatically run the report on your behalf. These auto-generated reports will… Continue Reading