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NowCerts

Name: NowCerts
Rating: 4.5 (2 reviews)

By NowCerts

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Highlights : About NowCerts

Activity dashboard

Agency management

Calendar management

Carrier appointment tracking

About NowCerts

NowCerts is a cloud-based insurance solution designed for insurance agencies of all sizes. Key functionalities include commission tracking, task management, claims management, reporting, self-service certificates, reminders, calendars, dashboards and e-signature. Users can create projects, assign tasks and track project progress. Acord forms are available in various formats which can be edited, signed, e-mailed, faxed and saved. The solution enables users to create invoices, make payments and issue receipts. Additionally, users can receive automated reminders as their renewal date approaches.

Specifications

Business Size

Startup

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

ACORD forms

Captive brokerage

Carrier appointment tracking

Census data integration

Certification management

Client-definable algorithms

Electronic signature capture

Email synchronization

File and document storage

Invoices and receipts

License tracking

Multi-line industries

Multiple product tracks

Payment instruction

Self service certificates

Third party administrators

Wholesale program

Benefits

Mobile friendly

NowCerts is a mobile-friendly platform which provides a secure server environment with advanced technologies, such as encryption and authentication, in addition to a firewall, to avert authorized interference.

User friendly

Customers can issue, email or fax their own certificates of insurance, pay their insurance bill, sign applications, or submit a claim without waiting for the agency to issue and send a certificate.

Multiple features

NowCerts offers a range of features including e-mail synchronization, endorsements, reports, ACORD forms, invoices & receipts, a task manager, loss runs obtaining tool, permissions and reminders prior to renewal, and more.

Tracking data

NowCerts can keep track of agency and agent commissions, fees, or interest rates on payment plans using a set of rigorous computational methods and automation.

Integrated with various platforms

NowCerts AMS can be integrated with a range of platforms, such as Google Drive, Gmail, IVANS, QuickBooks, ACORD, SignNow, InfusionSoft, Zapier, Twilio, RingCentral, and more, as well as any existing agency website.

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