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Migrating to AgentMax Online

June 16, 2022

On May 24, 2022, we notified all agency partners by email that we’ll be phasing out the desktop version of AgentMax® and all user accounts must migrate to AgentMax Online, our award-winning sales tool, by June 30, 2022. Here’s what this means for you if you’re still using the original version of AgentMax®.

You’ll need to set up an AgentMax Online account.
Creating an AgentMax Online account is easy and we’re here to guide you through the process.
Download our AgentMax Online Transition Guide and FAQs to get started. Don’t forget: Be sure to set up your account using the same email you used to set up your account for the desktop version, so all your sales records will transfer.

You can enjoy more future sales flexibility.
Because AgentMax Online is web-based, you can access sales records and keep selling on the go from any web-enabled device. Plus, whenever upgrades are made to AgentMax Online, they happen automatically—so you won’t need to download them manually and wait until they’re finished to access your sales records.

You’ll still have all your favorite features.
Easy importing and exporting of customer and trip protection data to and from ClientBase or Apollo/Galileo? Check! Customer notifications to help you stay on top of customer service? You bet! You’ll still have these user-favorite features with the online version—plus group booking management and administrator customization options.

We’re here to help.
If you have questions related to this transition that aren’t covered in our
Transition Guide and FAQs, please reach out to your local District Representative and they’ll be happy to help.

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Insurance benefits underwritten by BCS Insurance Company (OH, Administrative Office: 2 Mid America Plaza, Suite 200, Oakbrook Terrace, IL 60181), rated “A” (Excellent) by A.M. Best Co., under BCS Form No. 52.201 series or 52.401 series, or Jefferson Insurance Company (NY, Administrative Office: 9950 Mayland Drive, Richmond, VA 23233), rated “A+” (Superior) by A.M. Best Co., under Jefferson Form No. 101-C series or 101-P series, depending on your state of residence and plan chosen. A+ (Superior) and A (Excellent) are the 2nd and 3rd highest, respectively, of A.M. Best’s 13 Financial Strength Ratings. Plans only available to U.S. residents and may not be available in all jurisdictions. Allianz Global Assistance and Allianz Travel Insurance are marks of AGA Service Company dba Allianz Global Assistance or its affiliates. Allianz Travel Insurance products are distributed by Allianz Global Assistance, the licensed producer and administrator of these plans and an affiliate of Jefferson Insurance Company. The insured shall not receive any special benefit or advantage due to the affiliation between AGA Service Company and Jefferson Insurance Company. Plans include insurance benefits and assistance services. Any Non-Insurance Assistance services purchased are provided through AGA Service Company. Except as expressly provided under your plan, you are responsible for charges you incur from third parties. Contact AGA Service Company at 800-284-8300 or 9950 Mayland Drive, Richmond, VA 23233 or customerservice@allianzassistance.com.

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