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Adoption

Adoption Program 2023 – You can choose what to learn!

Posted on January 17, 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

Pay Now! Feature: Receiving payments from clients has never been so easy

Posted on February 9, 2022 by Debbie Tatum

Enabling the Pay Now! functionality in AgentMate permits any authorized users to insert a payment submission link on the invoice. This will be emailed to your client, letting them share their payment data with you. (*) You must follow three… Continue Reading →

Adoption, Technical Tips

Adoption webinars for Insurance Integrations starting next January 2022!

Posted on December 20, 2021 by Debbie Tatum

      As you already know, we are starting the AgentMate adoption plan for 2022 and the first webinar will be for the Insurance Integrations.   Insurance Integrations are available for:   Sell your insurance directly within a reservation… Continue Reading →

Adoption, Integrations

Adoption: Less Stress, More Success!

Posted on December 10, 2021 by Debbie Tatum

A lot has happened since the pandemic started, so we want to take a moment to thank you all for the hard work we’ve seen from you, and what we’re excited to bring you in the new year. So looking… Continue Reading →

Adoption, Integrations

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Recent Posts

  • Adoption Program 2023 – You can choose what to learn!
  • AgentMate: Brief Outage Scheduled for January15th @ 12:00AM CT (1:00AM EST)
  • Thank you for joining us in the Adoption Program 2022 Sessions!
  • AgentMate: Brief Outage Scheduled for December 10th @ 7:00AM CT (8:00AM EST)
  • Quarterly NCOA Processing December 2022

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