If your agency is set up to use the AIG/Travel Guard integration within AgentMate, a username and password is now mandatory. Usernames and passwords are added within Utilities>Counselor Defaults>Counselor Integrations screen. Please refer to the AIG Travel Guard Insurance Integration… Continue Reading
We are happy to announce the re-launch of Manulife Insurance integration in AgentMate. Agencies in Canada enrolled in AgentMate which were previously signed up for this integration, will be able to use it right away! This integration will cut down… Continue Reading
As we quickly approach the end of Q1, we wanted to take a moment to provide you with a status update as it relates to the AgentMate Team. To begin, thank you to all of our users who have worked… Continue Reading
We are proud to announce the launch of our newest AgentMate Insurance Integration. The Manulife Insurance integration will be live on January 22, 2018! This new integration will cut down on the manual data entry as well as removing… Continue Reading
The AgentMate Team would like to wish you and yours a wonderful Holiday Season and a very Happy, Healthy and Prosperous New Year.
Clients move and not tell you? For Vacation.com members enrolled in Engagement, their AgentMate database is run through NCOA (National Change of Address) on a quarterly basis. This update is currently in process and expected to be completed during the week… Continue Reading