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Adoption

More Adoption webinars for next week. Click to register!

Posted on June 9, 2023 by Debbie Tatum

Dear Customers, Our Adoption Program continues during June and July with new training sessions about two interesting and useful AgentMate functionalities: Groups (basic features) and Commission Payment Flow. As usual, click on each webinar link to register and receive the… Continue Reading →

Adoption, News, Webinar Adoption, AgentMate

Adoption Program first stage is over… But new sessions are coming!

Posted on May 26, 2023 by Debbie Tatum

Dear Customers, Thank you very much for joining the webinars of this first cycle of the Adoption Program 2023. It has been a pleasure to have you on board, sharing knowledge, experiences and strengthening the partnership between AgentMate and its… Continue Reading →

Adoption, News, Webinar Adoption, AgentMate

Click to register! “New Counselor Setup” training sessions finish today

Posted on May 23, 2023 by Debbie Tatum

Dear Customer, Our Adoption webinars continue today and we want you to join us! The topics that we selected for this first stage are List Management feature and how to setup a new Counselor into AgentMate. Please see the upcoming… Continue Reading →

Adoption, News, Webinar

Adoption 2023 – Webinars will start in April – Share your feedback!

Posted on March 23, 2023 by Debbie Tatum

Dear End Users: What would you like to learn more about? What do you find the most challenging within AgentMate? We touched on these areas of the application last year:  Memorized Reports Pay Now Leads + Agent Profiler Cash Status… Continue Reading →

Adoption, Please take note, Webinar

Adoption Program 2023 – You can choose what to learn!

Posted on February 24, 2023 by Debbie Tatum

Our Adoption Program is back for 2023! We will continue offering diverse learning options for all end users in order to enhance your experience with AgentMate. We want to hear you! What functionality do you want us to review in… Continue Reading →

Adoption, Best Practices, Demonstration, Enhancement, News, Please take note, Rollout, Webinar

Thank you for joining us in the Adoption Program 2022 Sessions!

Posted on December 21, 2022 by Debbie Tatum

It was a pleasure and a privilege for us to share with you over 70 learning webinars during 2022 Adoption Program. We had the chance to review different products and functionalities AgentMate offers, such as: Agent Profiler + Leads Module… Continue Reading →

Adoption, Technical Tips, Webinar Adoption, Agency News

Adoption Program 2022 – Last two Query Reports webinars on Wednesday!

Posted on October 4, 2022 by Debbie Tatum

Expand your reporting resources using Query Reports! With AgentMate you have the ability to get the most accurate and detailed reports. If you want to go one step further and customize those reports to fit all your operational needs, you… Continue Reading →

Adoption, News, Webinar

AgentMate Adoption – Cash Status Module Webinars Begin Tomorrow!

Posted on August 8, 2022 by Debbie Tatum

SIGN UP TO JOIN TOMORROW’S TRAINING SESSIONS! CASH STATUS MODULE Stay on top of your agency financial status by learning everything about the Cash Status Module. Join our webinars to discover more about this new way of having a summary… Continue Reading →

Adoption, Technical Tips, Webinar

Adoption Program 2022 – We introduce you to: Pay Now!

Posted on June 22, 2022 by Debbie Tatum

Welcome to our 2022 Adoption Program! Today we introduce you to: PAY NOW! As part of our ongoing efforts to enhance your experience using AgentMate, we are happy to announce we are continuing our series of training sessions, where we… Continue Reading →

Adoption, Technical Tips, Webinar Adoption, Agency News

Memorized Reports: Store your favorite reports and see them in the Dashboard!

Posted on February 24, 2022 by Debbie Tatum

AgentMate gives customers the ability to store, schedule and send a wide variety of reports through the “Memorize” functionality.     Users can select the fields to be displayed in the reports, creating custom-made options that suits your operational needs.… Continue Reading →

Adoption, Technical Tips

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Recent Posts

  • More Adoption webinars for next week. Click to register!
  • Adoption Program first stage is over… But new sessions are coming!
  • Click to register! “New Counselor Setup” training sessions finish today
  • Adoption 2023 – Webinars will start in April – Share your feedback!
  • Scheduled Outage – Communication

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