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AgencyStream Manage® Updates June 2026

Knowledge Base

  • AgencyStream Quote
    • How to Bridge a Quote to AgencyStream Manage
    • How to Create an Auto Quote
    • How to Create an ID Card
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    • Commercial Equipment Tab
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    • How to Create a Recurring To-Do Item
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Announcements

  • AgencyStream Manage® Updates June 2026
  • Quomation Releases New Website
  • January 2024 Newsletter
  • March 2023 Newsletter
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  • AgencyStream Manage® Updates June 2026

AgencyStream Manage® Updates June 2026

  • A To-do List event can now be added to all agents’ to-do by selecting the option ‘All Producers’ in the ‘Event Owner’ drop-down list.
  • The following ACORD forms have been updated to the latest versions:
    • ACORD 80 Homeowner Application
    • ACORD 81 Personal Inland Marine
    • ACORD 82 Watercraft Application
    • ACORD 84 Dwelling Fire Application
    • ACORD 85 Mobile Home Application
    • ACORD 88 Personal Insurance Application
    • ACORD 90 Kansas Personal Auto Application
    • ACORD 137 Kansas Commercial Auto
    • ACORD 281 Personal Inland Marine Section
    • ACORD 283 Personal Umbrella Application
  • The following ACORD forms have been added to ASM:
    • ACORD 63 Kansas Fraud Statement
    • ACORD 80 District of Colombia Homeowner Application
    • ACORD 84 South Carolina Dwelling Fire Application
    • ACORD 85 Missouri Mobile Home Application
  • A copy of an existing policy can now be created with one click – use ‘Copy Policy’ option in the ‘Actions’ drop-down list for each policy type.
Updated on June 26, 2026
March 2023 NewsletterQuomation Releases New Website
Quomation Insurance Services

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