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NowCerts

NowCerts offers a cloud-driven platform designed to handle policies, claims, and agency workflows efficiently. While its robust features can present a learning...

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NowCerts offers a cloud-driven platform designed to handle policies, claims, and agency workflows efficiently. While its robust features can present a learning...

Watch Demo Get Pricing
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Product Overview

NowCerts offers a cloud-driven platform designed to handle policies, claims, and agency workflows efficiently. While its robust features can present a learning curve for teams, the time invested in mastering the interface is worthwhile. The platform's capability to automate carrier downloads and generate reports makes it a valuable asset. In summary, NowCerts is an excellent option for agencies looking to enhance their operations.

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Product Details

What Is NowCerts?

NowCerts is a sophisticated, cloud-driven Agency Management System (AMS) designed specifically for the insurance sector. This platform enables agents to oversee policies, monitor commissions, and streamline workflows all from a single, centralized interface. Key features include self-service certificates and carrier downloads, which significantly lighten the administrative load. Perfect for independent agencies and brokers, NowCerts resolves the issue of fragmented data by consolidating client information and accounting functions into one secure and easily accessible space.

NowCerts Pricing

The pricing for NowCerts varies according to different subscription tiers tailored to agency requirements, starting at $99/user/month for the Essentials plan. The specifics of additional plans are as follows:

  • Professional: $169/month for two users

  • Business: $349/month for five users

  • Enterprise: Custom quote for more than fifty users

In addition to a 30-day free trial, you can also request a personalized pricing quote for your agency.

Please note that pricing is subject to change.

NowCerts Integrations

The software is compatible with various platforms, including:

  • Twilio software

  • QuickBooks

  • Infusionsoft by Keap

  • RingCentral contact center

  • Gmail

You can view a free demo of NowCerts to dive deeper into its integration capabilities.

Who Is NowCerts For?

This platform is perfect for insurance agencies and professionals seeking a cloud-based AMS solution to manage their policies, clients, certificates, commissions, and workflows efficiently.

Is NowCerts Right For You?

If you are part of an insurance agency that prioritizes outstanding customer service, NowCerts might be the right fit. It features a client portal that allows customers to manage their requests autonomously, enhancing satisfaction and retention. With functionalities like automated reminders and secure document sharing, it keeps clients well-informed at all times. Its scalable structure and focus on data security make NowCerts a dependable choice for agencies looking to improve their service quality.

If you still have questions about NowCerts, feel free to reach out to our support team at info@softwareseekers.com for further assistance.

Accounting Software Features

✘ dashboard
✘ reporting
✘ accounting
✘ dashboards
✘ mobile app
✘ public api
✘ purchasing
✘ audit trails
✘ audit trials
✘ cybersecurity
✘ mobile access
✘ time tracking
✘ bid management
✘ credit control
✘ cta compliance
✘ expense report
✘ fee management
✘ general ledger
✘ kpi monitoring
✘ pci compliance
✘ tax management
✘ cash management
✘ crm integration
✘ debt collection
✘ email marketing
✘ fund accounting
✘ nav calculation
✘ quality control
✘ soc 2 compliant
✘ task management
✘ accounts payable
✘ asset management
✘ audit management
✘ donor management
✘ event management
✘ expense tracking
✘ fraud management
✘ grant management
✘ maintenance logs
✘ project tracking
✘ budget management
✘ fundraising tools
✘ project templates
✘ recurring billing
✘ safety management
✘ vendor management
✘ alertsnotification
✘ budgeting software
✘ built in reporting
✘ data visualization
✘ equipment tracking
✘ financial tracking
✔ invoice management
✘ payment processing
✘ payroll processing
✘ project management
✘ project scheduling
✘ zapier integration
✔ accounts receivable
✘ ai powered insights
✔ alertsnotifications
✘ bank reconciliation
✘ cloud collaboration
✘ collaboration tools
✘ compliance software
✘ contract management
✘ customizable report
✘ document management
✘ employee management
✘ financial reporting
✘ incident management
✘ integrated payments
✘ payroll integration
✘ production planning
✘ reporting analytics
✘ resource allocation
✘ scheduled reporting
✘ unitholder tracking
✘ workflow management
✘ bookkeeping software
✘ cash flow management
✔ customizable reports
✘ financial reportingg
✘ financial statements
✘ inventory management
✘ loan servicing suite
✘ payroll tax software
✘ real time monitoring
✘ rolebased permission
✘ volunteer management
✘ bill of materials bom
✔ billing and invoicing
✘ contractor management
✘ custom add on modules
✘ membership management
✘ multicurrency support
✘ regulatory compliance
✘ statistical modelling
✘ work order management
✘ account reconciliation
✘ facilities maintenance
✘ fixed asset management
✘ multi currency support
✘ partnership accounting
✘ auditing and compliance
✘ automated loan workflow
✘ change order management
✘ customizable dashboards
✘ paperless documentation
✘ reporting and analytics
✘ supply chain management
✘ debt collection software
✘ financial analysis tools
✘ small business invoicing
✘ subcontractor management
✘ accounts payable software
✘ budgeting and forecasting
✘ regular payment scheduling
✘ data analysis and reporting
✘ accounts receivable software
✘ business management software
✘ financial reporting software
✘ automated email communication
✘ financial management software
✘ data collection and management
✘ efficient portfolio management
✘ financial portfolio management
✘ policy and document management
✘ regulatory compliance tracking
✘ revenue recognition compliance
✘ risk assessment and mitigation
✘ automated notifications updates
✘ contact relationship management
✘ project planning and scheduling
✘ integration with banking systems
✘ advanced analytics and forecasting
✘ multi currency accounting software
✘ machine learning and ai integration
✘ provides government boi transcripts
✘ version control and change tracking
✘ audit trails auditing and compliance

Pros

  • ✔ Comprehensive self-serve client portal for insureds
  • ✔ Seamless integrated claims management and submission modules
  • ✔ Robust commission tracking and reconciliation features

Cons

  • ✘ Occasional system lag or loading delays
  • ✘ Reporting customization can be somewhat limited

Price

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Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

NowCerts is primarily available in English.

The typical users of NowCerts features are insurance agencies and insurance professionals seeking a cloud-based system to manage policies, certificates, workflows, and agency operations.

NowCerts software integrates with various third-party platforms, such as Twilio, QuickBooks, Infusionsoft, RingCentral, and Gmail.

Yes, NowCerts offers an API.

The NowCerts price ranges across the following tiers: Essentials ($99/user/month), Professional ($169/month for two users), Business ($349/month for five users), and a custom-based Enterprise plan for over fifty users. Request a personalized NowCerts pricing quote for your business.

NowCerts provides support through email, phone, form submission, and general resources, such as FAQs and blogs.

No, NowCerts does not offer a standalone mobile app; however, it does offer a mobile-optimized web interface for smooth access on smartphones.