Last Updated
Overview
NowCerts provides a cloud-based solution for managing policies, claims, and agency workflows. Despite its powerful tools, the interface may take teams some time to fully master. Nevertheless, its ability to automate carrier downloads and reporting justifies the effort. Overall, NowCerts remains a strategic choice for modernizing agency operations.
Be the first one to leave a review!
No review found
Starting Price
Custom
NowCerts Specifications
Invoice Management
Billing and Invoicing
Alerts/Notifications
Customizable Reports
What Is NowCerts?
NowCerts is an intelligent, cloud-based Agency Management System (AMS) platform tailored for the insurance industry. The software helps agents manage policies, track commissions, and automate workflows from a centralized platform. It offers features like self-serve certificates and carrier downloads, which significantly reduce administrative burdens. Ideal for independent agencies and brokers, NowCerts addresses the pain point of scattered data by unifying client information and accounting tasks into one secure, accessible location.
NowCerts Pricing
The NowCerts cost varies across tiered subscriptions based on agency needs, starting at $99/user/month for the Essentials plan. The details for its further plans are as follows:
- Professional: $169/month for two users
- Business: $349/month for five users
- Enterprise: Custom quote for over fifty users
Disclaimer: The pricing is subject to change.
NowCerts Integrations
The software supports integration with multiple platforms, such as:
Who Is NowCerts For?
NowCerts is ideal for insurance agencies and insurance professionals who need a cloud-based AMS platform to manage policies, clients, certificates, commissions, and workflows.
Is NowCerts Right For You?
NowCerts is the ideal choice for insurance agencies focused on delivering exceptional customer service. The software stands out with its client portal, which empowers customers to handle requests independently, boosting satisfaction and retention. With features like automated reminders and secure document sharing, it ensures clients are always informed. Its scalable design and emphasis on data security make NowCerts a reliable platform for agencies aiming to elevate their service standards.
Still not sure about NowCerts? Contact our support team at (661) 384-7070 for further guidance.
NowCerts Features
The feature allows agency owners and managers to delegate, assign, and track the progress of tasks and projects. Users can prioritize assignments, attach relevant documents, link tasks to specific insureds, and monitor completion status directly from the dashboard.
This module provides a secure client portal where insureds can issue, email, or fax their own certificates 24/7. It reduces agency errors and omissions and can be integrated into your agency’s website via iframe for seamless branding and customer service.
NowCerts simplifies billing by allowing users to create payment schedules and generate invoices for agency bills, direct bills, or financed policies. It sends automated reminders for overdue payments and integrates with QuickBooks to synchronize financial data and transactions.
The platform provides powerful reporting tools, including canned graphical reports, filtered lists, and ad-hoc custom queries for deep data analysis. It enables management to use business data to drive decisions and monitor various aspects of agency organizations.
This module facilitates the prefilling of ACORD forms and allows agents to submit claims directly to carriers via email or fax. In this regard, NowCerts supports integration with agency websites, allowing insureds to submit claims online for quick agency review.
Top Recommended Software
