NowCerts
NowCerts is a comprehensive insurance agency management system that offers a range of features for streamlined operations and improved efficiency.
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Description
NowCerts is an intelligent and secure agency management system designed specifically for insurance agencies, providing a user-friendly interface and a plethora of functionalities. Key features include self-serve certificates, commission tracking, automated carrier downloads, project management tools, invoicing, and email synchronization. The platform integrates with over 300 carriers and offers mobile-friendly access, enabling agents to manage their work efficiently from any location.
Key Functionalities:
- Self-Serve Certificates: Allow clients to generate their own certificates easily.
- Commission Tracking: Detailed tracking of commissions for accurate financial management.
- Real-Time Carrier Downloads: Automated download of policy data from over 300 carriers.
- Project Management Tools: Tools to manage tasks and projects effectively.
- Invoicing: Streamlined invoicing processes for quick billing.
- Email Synchronization: Keep all communications organized and accessible.
With a commitment to enhancing operational intelligence through built-in AI features, NowCerts aims to help insurance agents increase productivity and maintain organization. Users can start with a 30-day free trial to explore its capabilities before committing to a subscription plan, which includes options like Essentials, Professional, Business, and Enterprise, tailored to different agency needs.
Features
Self Serve Certificates
Empower clients to generate certificates on their own, improving service speed and reducing agency workload.
Commission Tracking
Comprehensive tracking of commissions, aiding in accurate financial management and reporting.
Automated Carrier Downloads
Real-time downloads from over 300 carriers, streamlining data entry and policy management.
Project Management Tools
Tools designed to help manage tasks and projects efficiently within the agency.
Invoicing
Simplified invoicing processes to facilitate faster billing and improved cash flow.
Email Synchronization
Integration with email systems to keep all communications organized and easily accessible.
Tags
Documentation & Support
- Installation
- Documentation
- Support
- Updates
- Online Support