NowCerts

NowCerts

NowCerts is a comprehensive insurance agency management system that offers a range of features for streamlined operations and improved efficiency.

Location: United States
Software Type: Web App

Need help?

We can help you find specialists for NowCerts. Let us connect you with the right experts to assist you.

*User registration required

Are you an expert in NowCerts?

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

insurancemanagementsoftwareagencyproductivity

Documentation & Support

  • Installation
  • Documentation
  • Support
  • Updates
  • Online Support