NowCerts is a cloud-hosted insurance application built for insurance agencies of any size. Main features include claims management, task management, commission tracking, e-signature, dashboards, calendars, reminders, self-service certificates, and reporting. The software allows you to produce projects, delegate tasks, and monitor project progress. It gives you access to ACORD forms in different formats that you can edit, sign, email, fax, and save. Plus, you can generate invoices, make payments, and provide receipts. In addition, you can get automated reminders as your renewal date comes near.
NowCerts allows you to monitor agent and agency commissions, carrier fees, and agency fees. Plus, you can issue your own certificates. The platform integrates with multiple solutions including Zapier, Twilio, SignNow, QuickBooks, Gmail, and Google Drive.
NowCerts is an intuitive, cloud-based agency management system (AMS) created for the needs of both independent insurance brokers as well as insurance agencies. It presents tools for raters integration, carrier downloads, loss runs, email synchronization, ACORD forms, self-serving certificates, commissions tracking, and more.
NowCerts AMS permits insured clients to issue, fax, or email their own insurance certificates. You can easily integrate the system’s client portal into your agency’s website. The software also provides a variety of AI capabilities to protect customer data and enhance your agency IQ.
NowCerts enables users to track, reconcile, and report on commissions for both insurance agencies and individual agents. Its task manager function permits team leaders, agency managers, and owners to assign tasks, monitor the progress of projects and tasks, and generate reports. The software facilitates efficient management of policy information and client data, and ensures all information is kept updated by automating carrier data download processing.
NowCerts is mobile optimized and offers a secure server infrastructure with sophisticated features like authentication, encryption, and firewall to safeguard confidential business data.
Customers can issue, fax, or email their own insurance certificates, pay their insurance bills, sign applications, and submit claims without needing the agency to issue and deliver a certificate.
NowCerts’s suite of features include reminders and permissions prior to renewals, loss runs obtaining function, task manager, invoices and receipts, ACORD forms, reports, endorsements, email synchronization, and more.
The system uses rigorous automation and computational methods to keep track of agent and agency commissions, fees, and interest rates applicable on payment plans.
Lastly, you can integrate NowCerts AMS with tools such as RingCentral, Infusionsoft, ACORD, IVANS, and more as well as with any agency website.