NowCerts vs SmartOffice
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Overview
NowCerts is an insurance agency management system (AMS) designed to optimize workflows and improve business results. The AMS software is used by independent insurance agents, independent P&C agents, captive agents, and CSRs.
NowCerts is an insurance agency management system (AMS) designed to optimize workflows and improve business results. The AMS software is used by...
Deployment
- Cloud-based
- On-premise
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat
SmartOffice is an agency practice management and enterprise CRM solution. It is trusted across the financial services industry to help improve marketing efforts, provide valuable reporting capabilities, and increase sales revenue.
SmartOffice is an agency practice management and enterprise CRM solution. It is trusted across the financial services industry to help improve...
Deployment
- Cloud-based
- On-premise
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat
Images
Pricing
Starting from
US$99.00/month
- Free Version
- Free Trial
- Subscription
Starting from
US$70.00/month
- Free Version
- Free Trial
- Subscription
Reviews
Ease of Use
4.7/ 5Features
4.7/ 5Customer Service
4.9/ 5Value for Money
4.9/ 5Ease of Use
3.6/ 5Features
3.6/ 5Customer Service
3.9/ 5Value for Money
3.7/ 5Features
Total features 89
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Activity/News Feed
- Alerts/Notifications
- Appointment Scheduling
- Audit Trail
- Billing & Invoicing
- Broker/Agent Portal
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Logging
- Campaign Management
- Cancellation Tracking
- Case Management
- Claims Management
- Claims Settlement
- Claims Tracking
- Client Management
- Client Portal
- Commenting/Notes
- Commercial
- Commercial Lines
- Commission Calculations
- Commission Management
- Comparative Insurance Rating
- Compliance Management
- Configurable Workflow
- Contact Database
- Contact Management
- Customer Accounts
- Customer Database
- Customer Portal
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Digital Signature
- Document Imaging
- Document Management
- Document Storage
- Document Templates
- Drag & Drop
- Electronic Payments
- Email Management
- Email Marketing
- Email Templates
- For Financial Institutions
- For Homeowners Insurance
- For Insurance Industry
- Forecasting
- Forms Management
- Insurance Eligibility Verification
- Insurance Management
- Insurance Policy Management
- Insurance Policy Processing
- Insurance Rating
- Invoice Management
- Lead Capture
- Lead Generation
- Lead Management
- Life & Health
- Lifecycle Management
- Marketing Automation
- Mobile Access
- Monitoring
- Multiple Line Rating
- Opportunity Management
- Pipeline Management
- Policy Issuance
- Policy Library
- Policy Management
- Process/Workflow Automation
- Property & Casualty
- Quotes/Estimates
- Rating Engine
- Real-Time Analytics
- Real-Time Data
- Real-Time Updates
- Referral Tracking
- Reinstatement Tracking
- Reinsurance Administration
- Relationship Tracking
- Reminders
- Renewal Management
- Reporting & Statistics
- Reporting/Analytics
- Risk Assessment
- SSL Security
- Sales Activity Management
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Search/Filter
- Secure Login
- Segmentation
- Self Service Portal
- Status Tracking
- Task Management
- Task Scheduling
- Template Management
- Territory Management
- Third-Party Integrations
- Underwriting Management
- User Management
- Version Control
- Workflow Management
Total features 57
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Activity/News Feed
- Alerts/Notifications
- Appointment Scheduling
- Audit Trail
- Billing & Invoicing
- Broker/Agent Portal
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Logging
- Campaign Management
- Cancellation Tracking
- Case Management
- Claims Management
- Claims Settlement
- Claims Tracking
- Client Management
- Client Portal
- Commenting/Notes
- Commercial
- Commercial Lines
- Commission Calculations
- Commission Management
- Comparative Insurance Rating
- Compliance Management
- Configurable Workflow
- Contact Database
- Contact Management
- Customer Accounts
- Customer Database
- Customer Portal
- Customizable Branding
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Data Import/Export
- Digital Signature
- Document Imaging
- Document Management
- Document Storage
- Document Templates
- Drag & Drop
- Electronic Payments
- Email Management
- Email Marketing
- Email Templates
- For Financial Institutions
- For Homeowners Insurance
- For Insurance Industry
- Forecasting
- Forms Management
- Insurance Eligibility Verification
- Insurance Management
- Insurance Policy Management
- Insurance Policy Processing
- Insurance Rating
- Invoice Management
- Lead Capture
- Lead Generation
- Lead Management
- Life & Health
- Lifecycle Management
- Marketing Automation
- Mobile Access
- Monitoring
- Multiple Line Rating
- Opportunity Management
- Pipeline Management
- Policy Issuance
- Policy Library
- Policy Management
- Process/Workflow Automation
- Property & Casualty
- Quotes/Estimates
- Rating Engine
- Real-Time Analytics
- Real-Time Data
- Real-Time Updates
- Referral Tracking
- Reinstatement Tracking
- Reinsurance Administration
- Relationship Tracking
- Reminders
- Renewal Management
- Reporting & Statistics
- Reporting/Analytics
- Risk Assessment
- SSL Security
- Sales Activity Management
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Search/Filter
- Secure Login
- Segmentation
- Self Service Portal
- Status Tracking
- Task Management
- Task Scheduling
- Template Management
- Territory Management
- Third-Party Integrations
- Underwriting Management
- User Management
- Version Control
- Workflow Management
Integrations
- AnnuityNet
- Automate365
- Broadridge Investment Accounting
- Constant Contact
- Docupace
- EbixASP
- Envestnet | MoneyGuide
- FMG Suite
- Gmail
- Google Drive
- IVANS Download
- Keap
- OneDrive
- Orion
- QuickBooks Online Advanced
- RightCapital
- TurboRater
- Twilio
- VitalSales Suite
- WinFlex
- Zapier
- airSlate SignNow
- AnnuityNet
- Automate365
- Broadridge Investment Accounting
- Constant Contact
- Docupace
- EbixASP
- Envestnet | MoneyGuide
- FMG Suite
- Gmail
- Google Drive
- IVANS Download
- Keap
- OneDrive
- Orion
- QuickBooks Online Advanced
- RightCapital
- TurboRater
- Twilio
- VitalSales Suite
- WinFlex
- Zapier
- airSlate SignNow
