0 on file · live shared database · import from AgentMate
+ Add client
Type here only for someone not in AgentMate yet — otherwise import them (right).
🔒 Passport #, date of birth & Known Traveler # are kept in AgentMate, not here — so this database never holds identity documents.
⬆ Import your clients from AgentMate
AgentMate is where client records live. Export them as CSV and upload here — no one retypes. Adding by hand on the left is only for someone not in AgentMate yet.
