Tip: Eliminate Post-its Full of Passwords

Did you know that AgentMate can store your username and password for sites like Cruisingpower.com or Polar Online?

Of Course you did! But did you know that you can add Links that are specific to your agency?

It’s true; go to Utilities > Agency Defaults: General List and find ‘Links’ from the list. Here you can enter in the URL you want to go to (in the Link field) and a Display Name. The Display Name will be added to the bottom of the Links drop-down. Just like with all the other Links, you can go to Utilities > Counselor Defaults – Integrations to record your Username and Password. Then when you hold your cursor over that item in the Links drop-down you’ll be reminded of your Username/Password so you can enter it after clicking the link.

Sample Link