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Docs Category: AgencyStream Manage
AgencyStream Manage
10 articles
Commercial Equipment Tab
Last Updated: March 14, 2023We have included a new “Equipment” tab under the “Properties” section of the new commercial policy UI. Here you will be able to add any equipment and its respective coverages that are associated with a commercial policy.
How to Create a Certificate of Liability
Last Updated: October 28, 2024Step 1: Select the Actions button on one of the policies that will be on the Certificate of Liability Step 2: Click on ACORD 25 – Send to Multiple Certificate Holders Step 3: To link a Certificate Holder click on the blue plus sign Step 4: Use the search bar to locate the certificate holder...
How to Create a New Client
Last Updated: March 4, 2024Step 1: Click on ‘New Client‘ Step 2: Once the desired information has been entered click on ‘Save‘ to create the client
How to Create a Payment Due Date Report
Last Updated: February 6, 2024Here is how you create a Payment Due Date Report in AgencyStream Manage. Step 1: Make sure you have set a payment due date for each customer you want to be included in the report. Go into the personal auto policy and on the “Policy Information” set the Due Date and then SAVE the changes....
How to Create a To-Do Item
Last Updated: October 21, 2024Step 1: Click on the To-Do tab Step 2: In the To-Do window select Add New Step 3: In the New Event window enter the Title of the the to-do item Step 4: Underneath the Due/Event Date click on the calendar icon Step 5: To change the date, click on the month or year and...
How to Create a Recurring To-Do Item
Last Updated: November 22, 2024Note: A to-do item must be created first Step1: Double-click on an existing to-do item from the Dashboard or the To-Do tab Step2: Click on the Recurring button Step3: Select the recurring frequency and select Save
How to Create a Reminder on the Dashboard
Last Updated: October 30, 2024Step 1: Go to the dashboard in ASM and press the ‘Add Widget’ button Step 2: Select the type of policies you’d like to be reminded about Expiring, Renewing, or Canceled. Then, select the date range and agents/locations to be shown. Give the reminder a title Step 3: The reminder will be generated on the...
How to Run IVANS
Last Updated: August 26, 2025Step 1: Click on the ‘IVANS‘ tab Step 2: From the ‘Download from IVANS‘ tab click on ‘Download‘ Step 3: Click on the ‘Process IVANS‘ tab and click on the ‘Refresh‘ button, then click on the ‘Process’ button. The status will change to OK once the file(s) have been processed Step 4: Click on the...
How to Run Non-IVANS
Last Updated: October 21, 2024Step 1: Click on IVANS Step 2: From the IVANS tab select Upload Non-IVANS Files Step 3: Click on the Upload button Step 4: Select the folder named AIDOWN, ONCE IN THE AIDOWN folder highlight all the files and then select Open – NOTE: Please reach out to AgentCare if you do not see the...
How to Set Up the Client Search
Last Updated: October 28, 2024NOTE: The changes made to the Search Options will only impact your account Step 1: Click on the filter icon Step 2: Check the checkboxes that you would like AgencyStream Manage to use when locating the clients, and then click Save
