AI TOOL PROFILE
NowCerts: Insurance Agency Management System
- Operations
- Insurance Agency Management
- 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.
At a glance
- Best for
- Insurance agency owners, Insurance agents, Customer Service Representatives (CSRs), Small to medium insurance agencies
- Key use cases
- Policy Data Management, Client Self-Service, Financial Tracking, Bid and Quote Preparation
- Integrations
- Google Drive, Gmail, IVANS, QuickBooks, Zapier
- Official website
- Visit nowcerts official website
How AI is used
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
Self Serve Certificates
Allows customers to issue their own insurance certificates through a portal.
Automated Carrier Downloads
Supports policy data exchange and automated updates from over 300 carriers.
Commissions Tracking
A system for monitoring agency and agent commissions, as well as carrier fees.
ACORD Forms Support
Provides ACORD forms in PDF and HTML formats with data pre-filling from the database.
Task Management
Allows users to create projects and assign tasks to agents or CSRs to track progress.
Loss Runs Module
Supports obtaining loss runs to assist in quoting prospects.
Invoice Processing
Tools for creating and voiding invoices, taking payments, and issuing receipts.
Use Cases
Policy Data Management
Using automated downloads to keep policy information current.
Client Self-Service
Providing customers access to a portal to issue their own certificates.
Financial Tracking
Monitoring commissions and agency fees to track revenue and payments.
Bid and Quote Preparation
Utilizing the loss runs module to gather information for commercial insurance quotes.
Integrations
- Google Drive
- Gmail
- IVANS
- QuickBooks
- Zapier
- Twilio
- RingCentral
- Formstack Sign
- InfusionSoft
FAQ
Does NowCerts offer a free trial?
- Yes, NowCerts provides a 30-day free trial with no sign-up fee, no contract, and no credit card required.
Can I import data from another agency management system?
- Yes, NowCerts provides database conversion services to help transition data from other major AMS systems.
How many carriers support automated downloads in NowCerts?
- The system supports automated policy downloads from over 300 carriers.
Source category: Operations
Source subcategory: Insurance Agency Management
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