Dear Agents, Our Adoption webinars are finalizing and we want you to join us! The topics that we selected for the last cycle of 2023 are Group Reconciliation Module and Query Reports Engine. Click to sign in the upcoming training… Continue Reading
Dear Customers, Our Adoption Program continues in October and November with more training sessions about two interesting and useful AgentMate functionalities: Groups (Reconciliation module) and Query Reports. AgentMate Groups 3.0 (Reconciliation module) Dates for October sessions are 10th, 17th and… Continue Reading
Dear Customers, Thank you very much for joining the webinars of the third 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
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
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
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
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
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
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
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