It was a pleasure and a privilege for us to share with you 80 learning webinars during 2023 Adoption Program. We had the chance to review different products and functionalities AgentMate offers, such as: List Management New Counselors Set up… 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