NowCerts: Pricing, Free Demo & Features

Last Updated Mar 12, 2026

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.

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Starting Price

Custom

Product Snapshot

NowCerts Specifications

Invoice Management
Billing and Invoicing
Alerts/Notifications
Customizable Reports
Accounts Receivable
Financial Reporting
Expense Tracking
Tax Management
Budgeting and Forecasting
Bank Reconciliation

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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

Alongside a 30-day free trial, you can request a personalized NowCerts pricing quote for your business.

Disclaimer: The pricing is subject to change.

NowCerts Integrations

The software supports integration with multiple platforms, such as:

Watch a free NowCerts demo to explore its integration arrangements in detail.

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

Task Manager

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.

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Self-Service Certificates

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.

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Invoices And Receipts

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.

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Reports

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.

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Claims Module

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.

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Pros And Cons of NowCerts

A quick look at NowCerts's strengths and weaknesses to
help you decide if it's the right fit

Pros

Comprehensive self-serve client portal for insureds
Seamless integrated claims management and submission modules
Robust commission tracking and reconciliation features

Cons

Occasional system lag or loading delays
Reporting customization can be somewhat limited

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Frequently Asked Questions

Quick answers to common questions to help you better understand the product, features, and services.

What language does NowCerts support?

NowCerts is primarily available in English.

Who are the typical users of NowCerts?

The typical users of NowCerts features are insurance agencies and insurance professionals seeking a cloud-based system to manage policies, certificates, workflows, and agency operations.

What other apps does NowCerts integrate with?

NowCerts software integrates with various third-party platforms, such as Twilio, QuickBooks, Infusionsoft, RingCentral, and Gmail.

Does NowCerts offer an API?

Yes, NowCerts offers an API.

What types of pricing plans does NowCerts offer?

The NowCerts price ranges across the following tiers: Essentials ($99/user/month), Professional ($169/month for two users), Business ($349/month for five users), and a custom-based Enterprise plan for over fifty users. Request a personalized NowCerts pricing quote for your business.

What level of support does NowCerts offer?

NowCerts provides support through email, phone, form submission, and general resources, such as FAQs and blogs.

Does NowCerts have a mobile app?

No, NowCerts does not offer a standalone mobile app; however, it does offer a mobile-optimized web interface for smooth access on smartphones.