NowCerts

NowCerts Agency Management System is a software solution designed to streamline the operations of insurance agencies. According to the vendor, it offers a wide range of features and tools to assist insurance agents, brokers, agencies, underwriters, and consultants in managing their workflows effectively. NowCerts is said to be suitable for insurance agencies of all sizes, from small independent agencies to large multi-location firms.

Key Features

Self Serve Certificates: According to the vendor, customers can issue their own certificates, reducing the workload for insurance agencies and providing convenience for customers.

Commissions: NowCerts offers a comprehensive system for tracking agency and agent commissions, including the ability to track fees and interest rates on payment plans. This feature is intended to help agencies manage their financials effectively.

Carrier Downloads: The system provides automated updates of policy information from carrier databases, allowing for real-time, automated data exchange with carriers. This feature is said to keep agencies up to date with the insurance market.

New Generation Management: NowCerts offers over 50 features aimed at helping insurance agencies operate more effectively and efficiently. According to the vendor, these features are designed to streamline workflows and processes.

Intuitive: NowCerts is designed to be easy to learn and use, requiring minimal training and instructions. The vendor claims that its user-friendly interface enhances the user experience.

Secure: NowCerts.com is hosted in a secure server environment, utilizing advanced technologies like encryption and authentication to ensure the security and privacy of agency data, according to the vendor.

Intelligent: NowCerts includes artificial intelligence features that the vendor states can increase agency IQ, enhancing decision-making and productivity.

Task Manager: This feature allows users to create projects and assign tasks to agents or CSRs, track the progress of tasks and projects, and generate reports based on task completion and performance.

Invoices & Receipts: NowCerts provides an easy-to-use tool for creating invoices and receipts, including the ability to void invoices and issue refunds. According to the vendor, this feature simplifies the billing and payment process for agencies.

ACORD Forms: NowCerts provides access to the entire library of ACORD forms in PDF or HTML format, with data pre-filling automatically from the database, according to the vendor.