• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Home
  • About Us
  • Contact Us

AgentSmart

  • News & Events
  • Travel Insurance 101
  • Sales & Marketing Tips

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.

Primary Sidebar

Join Our Newsletter

Stay informed about all things travel insurance with our AgentSmart newsletter!

Recent Articles

More Than a Marketing Guide: Introducing the New Advisor Handbook

For several years, we’ve offered partners like you a digital Marketing Guide … [Read More...] about More Than a Marketing Guide: Introducing the New Advisor Handbook

  • Migrating to AgentMax Online
  • Find Travel Requirements Faster with Sherpa
  • Explore the Allianz Advantage

Twitter Feed

Be AgentSmart Follow

Connecting travel agents and professionals to the insurance their clients deserve. Sign up for our monthly newsletter https://t.co/ogQzOSqnca

BeAgentSmart
Retweet on Twitter Be AgentSmart Retweeted
allianztravelus Allianz Travel USA @allianztravelus ·
12 Aug

The Allianz Partners #RichmondMarathon takes place in #RichmondVA Nov. 12. We’re proud to sponsor this event, leading runners through scenic & historic spots in Richmond and across the James River. Learn more and join us on race day! https://www.richmondmarathon.org/ @SportsBackers #RunRVA

Reply on Twitter 1558153582817443840 Retweet on Twitter 1558153582817443840 2 Like on Twitter 1558153582817443840 4 Twitter 1558153582817443840
Retweet on Twitter Be AgentSmart Retweeted
allianztravelus Allianz Travel USA @allianztravelus ·
8 Aug

Nothing beats a #SummerSunset at a beautiful destination! Share your favorite summer #sunset photo with us below. ⬇️🌇 #TravelMemories #TravelPhotos

Reply on Twitter 1556728060241641472 Retweet on Twitter 1556728060241641472 1 Like on Twitter 1556728060241641472 6 Twitter 1556728060241641472
Retweet on Twitter Be AgentSmart Retweeted
allianzassistus Allianz Partners USA @allianzassistus ·
5 Aug

5 Tips for Unlocking Ancillary Revenue Throughout the Traveler Journey https://skift.com/2022/08/04/5-tips-for-unlocking-ancillary-revenue-throughout-the-traveler-journey/ via @Skift @AllianzTravelUS @AllianzPartners @BeAgentSmart

Reply on Twitter 1555574126705868801 Retweet on Twitter 1555574126705868801 1 Like on Twitter 1555574126705868801 3 Twitter 1555574126705868801

Follow Us Online

  • Facebook
  • Twitter

Customers must opt in and provide flight information for monitoring and flight/benefit alerts. Standard message/data rates apply to SMS alerts. SmartBenefits automated claims system and payment availability is not guaranteed. All claims subject to policy terms, conditions, and exclusions.

Privacy Policy | Terms of Use

AGA Service Company © 2022. All rights reserved.

This site uses cookies to improve your user experience and analyze site traffic. By Clicking ACCEPT or continuing to browse the site, you are agreeing to our use of cookies. Read our Privacy Policy for full details.