7400 Union Park Ave Suite 101
Docs Category: AgencyStream Quote
AgencyStream Quote
3 articles
How to Bridge a Quote to AgencyStream Manage
Last Updated: February 6, 2024One Click Bridge from ASQ to ASM! Step 1: Click on the AgencyStream Manage (ASM) icon to bridge your quote Step 2: Select the carrier and payment options and click Export to ASM Step 3: A message will appear showing the quote was successfully bridged to ASM!
How to Create an Auto Quote
Last Updated: October 30, 2024Step 1: If the client is new select ‘Create New Quote‘ Step 1 cont: If the client is already on AgencyStream Quote, click on the client and select ‘Add New Quote‘ Step 2: Pick the quote type and enter the client’s zip code. If the client is an existing client the zip code will be...
How to Create an ID Card
Last Updated: November 22, 2024Step 1: Locate the desired client and click on the client box to show the quotes Step 2: Select the quote that the ID card is needed for Step 3: Click on ACORD forms Step 4: Underneath the ID Card click on Launch Form for the desired vehicle Step 5: Click on Print or Email...
