NowCerts: Insurance Agency Management System
NowCerts helps insurance agencies and CSRs manage client policies and workflows. It is designed to assist teams in reducing manual data entry through automated carrier downloads.
At a glance
- Category
- Operations
- Best for
- Insurance agency owners, Insurance agents, Customer Service Representatives (CSRs), Small to medium insurance agencies
- Pricing
- NowCerts offers a 30-day free trial with no sign-up fee, no contract, and no credit card required. Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
- Key use cases
- Policy Data Management, Client Self-Service, Financial Tracking, Bid and Quote Preparation
- Integrations
- Google Drive, Gmail, IVANS, QuickBooks, Zapier
- Official website
- nowcerts.com
NowCerts is a cloud-based agency management system (AMS) designed for insurance agencies, agents, and customer service representatives. The tool is intended to help organize policy data and support tasks associated with insurance administration.
It helps insurance professionals track commissions, manage ACORD forms, and maintain policy information. The platform includes a customer portal that supports a self-serve model for certificates, which may reduce the administrative load on agency staff.
Buyers should confirm if the specific carrier downloads they require are among the 300+ supported partners. The platform provides a 30-day free trial to allow agencies to test the workflow and import data.
Key Features
Allows customers to issue their own insurance certificates through a portal.
Supports policy data exchange and automated updates from over 300 carriers.
A system for monitoring agency and agent commissions, as well as carrier fees.
Provides ACORD forms in PDF and HTML formats with data pre-filling from the database.
Allows users to create projects and assign tasks to agents or CSRs to track progress.
Supports obtaining loss runs to assist in quoting prospects.
Tools for creating and voiding invoices, taking payments, and issuing receipts.
Use Cases
Using automated downloads to keep policy information current.
Providing customers access to a portal to issue their own certificates.
Monitoring commissions and agency fees to track revenue and payments.
Utilizing the loss runs module to gather information for commercial insurance quotes.
Best For
Integrations
Pricing
NowCerts offers a 30-day free trial with no sign-up fee, no contract, and no credit card required. Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
FAQ
Yes, NowCerts provides a 30-day free trial with no sign-up fee, no contract, and no credit card required.
Yes, NowCerts provides database conversion services to help transition data from other major AMS systems.
The system supports automated policy downloads from over 300 carriers.
Source category: Operations
Source subcategory: Insurance Agency Management
