NowCerts

NowCerts

Agency management system for insurance agents

4.8/5 (138 reviews)

NowCerts Overview

NowCerts is a cloud-based, intuitive agency management system (AMS) designed with both the insurance agencies and independent insurance brokers in mind. This agency management software features tools for commissions tracking, self-serving certificates, ACORD forms, email synchronization, loss runs, carrier downloads, raters integration, and more.

NowCerts AMS allows insured customers to issue, email or fax their own certificates of insurance. The NowCerts client portal can also be integrated into the insurance agency’s website. It also includes a range of AI features that help increase agency IQ whilst keeping customer data protected.

NowCerts agency management system allows the tracking of, reconciling and reporting on commissions for both individual agents and insurance agencies. NowCerts has a task manager feature that allows agency owners, managers, or team leaders to delegate or assign tasks, and track the progress of tasks and projects as well as create reports. NowCerts facilitates the management of client data and policy information, and ensures all data is up-to-date by automating the processing of carrier data downloads.

Pricing

Starting from
US$59,00/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

United States

Supported Languages

English

NowCerts Reviews

Overall rating
4.8/5
100% positive reviews
107
Excellent
31
Very good
0
Average
0
Poor
0
Terrible
Lawrence L.

Best Agency Management Software on the Planet!

Used Weekly for 2+ years
Reviewed on 2019/07/25
Review Source: Capterra

Other than the annual increases, they've been the most responsive and service oriented software company I've dealth with...and I've dealt with too many. They take ownership of their issues and make changes very fast.

Pros

I love this system. As a broker/owner for over 30 years, I have seen every system you can imagine. At every Association Expo, I see new systems. Nothing compares to NowCerts. It is so easy to use. The intuitiveness of flow and adding new customers is a breeze. The information I have available to me is so easy. I hope they don't get bought out like every other innovative company.

Cons

Prices change every damn year! I know that prices go up...but this has been a roller coaster. The only reason I stick is because I love the system. I'm willing to pay what they want, up to a point. That point is very very soon. At a certain level, it loses its value...and you're willing to go back to something inferior just to teach them a lesson on how to treat a customer as something other than a checking account.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Aaron A.

Everything you need

Used Daily for 1-5 months
Reviewed on 2019/07/27
Review Source: Capterra

It is easy to figure out. It is browser based as opposed to needing a downloaded application like many larger systems do. And the price point is very competitive

Pros

What I appreciate most is not necessarily the software, but rather the responsiveness of the company that runs it. I first tried the system for a few months about 4 or 5 years ago. It did not have all the features I was looking for, but the most critical missing piece was HIPAA compliance. I brought it to their attention and the next year they reached out to me letting me know they had upgraded to new servers with HIPAA security compliance, but I had already chosen a different provider. Now, years later, I began looking again through MANY different CRM/AMS systems. They have implemented so many features that I had asked for previously and they are very responsive when I inquire about anything.

Cons

They are still lacking a little in the Medicare arena. While they did add a Medicare info section to the Client profile, the Product list only has "Health" in general, not Medicare Advantage, Medicare Supplement, Part D, nor other senior products like Critical Illness and Long Term Care. I find this to be a common oversight of many P & C AMS systems that are trying to cater to all lines.
Also, while they have made a good effort at integrations, it is missing a few that are important to us: our rater (EZLynx), our current VOIP system (phone.com), etc...

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Adnan S.

Excellent for Start Up Agencies and those Expanding Rapidly

Used Daily for 2+ years
Reviewed on 2019/06/08
Review Source: Capterra

Overall my experience is excellent and some of the problems this software helps me resolve are:

- Billing & Invoicing
- Agent/Agency Production
- Account Management
- COI Production / Mass COI Generation
- Independent Access to Agents to Monitor there Accounts

Pros

The overall functionality is very easy to use, and the simplicity of accessing and understanding the many functions such as billing and endorsements. NowCerts has an excellent Agency Reports option that can give one a good look at the direction of business broken down into lines of business along with agent/agency production. Recently, we are able to use texting feature from this software when communicating with clients and this allows us to keep a solid record of all communications and option for document signing.

The owner is very responsive to requests for help, I have personally communicated with him over 4+ years of signing up with NowCerts.

I started my agency from scratch and for me the cost was the biggest factor in getting access to an Agency Management System - this allowed me to stay within my budget and monitor all past and present COIs issued and allowed me to build a comprehensive list of Additional Insureds for future use.

Cons

None, this software has all I need to operate my agency.

Response from NowCerts

Thank you Adnan for a thorough review of NowCerts. Thank you for being an excellent user and we hope to serve you well into the future. Thanks again!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Clyde G.

Transitioning to NowCerts

Used Daily for 1-5 months
Reviewed on 2019/07/18
Review Source: Capterra

Honestly, just tracking all of the various aspects of a commercial account can be daunting. While the data entry demands can be interesting, the ease of use is a huge factor. Just one example; we can get a request by email for an Acord 25, enter the certificate holder into, create the Cert Master (assuming we hadn't already done so, and have it out to the certificate holder, insured and a copy for the files in 10 minutes. Very efficient.

Pros

We had been using a CRM system to perform the agency management tasks as well. While this worked OK in the beginning we quickly outgrew the capabilities. After trying NowCerts for the free trial period, it became indispensable to us. And we still haven't found all it can do. Nothing is perfect including NowCerts. But the power it has to deal with new business, billing, and renewals is great.

Cons

I would like to see a bit better integration of the email and calendar. We still mostly use our Gmail applications. Also, I would like to see an integration for Xero, accounting software. Our payroll system and Xero talk together and it would be great if the accounting functions in NowCerts did also.

Response from NowCerts

Thanks for the kind words, Clyde. We really appreciate your honest feedback. Trust that we are continually improving our software, service, and processes to better serve your needs. Again, thank you. ;)

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Gracie M.

Good looking system & improving all the time

Used Daily for 6-12 months
Reviewed on 2019/06/20
Review Source: Capterra

They're knowledgeable and always willing to find the answers. It's great working with representatives.

Pros

The look & feel of the dashboard isn't as overwhelming with other systems. Once you understand how it works, there are so many possibilities.

Cons

Anticipation of the changes coming in the 2.0 version.

Response from NowCerts

Thank you for the kind words, Gracie. We will continuously update and improve our system and services to give you more ease in doing your business. Again, thank you for doing business with us. =)

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

8.0/10
User Recommendation
9.8/10
Based on 138 reviews
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NowCerts Pricing

Starting from
US$59,00/month
Pricing options
Free Trial
Subscription
Value for money

$59/month/per agency (includes principal user)
Each additional user: +$35 / month

Value for Money
5/5
Based on 138 reviews
Compare value for money rating with alternatives

NowCerts Features

  • API
  • Activity Dashboard
  • Billing & Invoicing
  • Client Portal
  • Customizable Reporting
  • Reminders
  • Third Party Integration

  • Accounting Integration
  • Activity Tracking
  • Automatic Notifications
  • Calendar Management
  • Customer Database
  • Data Import/Export
  • Document Management
  • Electronic Payments
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Reporting & Statistics
  • Search Functionality
Features
4.5/5
Based on 138 reviews
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Additional information for NowCerts

Key features of NowCerts

  • ACORD Forms
  • Business Specific Tools
  • Captive Brokerage
  • Captive Sales Force
  • Carrier Appointment Tracking
  • Carrier Specific Applications
  • Carrier Upload
  • Census Data Integration
  • Client-Definable Algorithms
  • For Auto Insurance
  • For Casualty Insurance
  • For Professional Liability
  • Insurance Rating
  • License Tracking
  • Multi-Line Industries
  • Multiple Product Tracks
  • Payment Instruction
  • Reminders
  • Third Party Administrators
  • Wholesale Program

Benefits

• NowCerts is a mobile-friendly platform which provides a secure server environment with advanced technologies, such as encryption and authentication, in addition to a firewall, to avert authorized interference.

• Customers can issue, email or fax their own certificates of insurance, pay their insurance bill, sign applications, or submit a claim without waiting for the agency to issue and send a certificate.

• NowCerts offers a range of features including e-mail synchronization, endorsements, reports, ACORD forms, invoices & receipts, a task manager, loss runs obtaining tool, permissions and reminders prior to renewal, and more.

• NowCerts can keep track of agency and agent commissions, fees, or interest rates on payment plans using a set of rigorous computational methods and automation.

• NowCerts AMS can be integrated with a range of platforms, such as Google Drive, Gmail, IVANS, QuickBooks, ACORD, SignNow, InfusionSoft, Zapier, Twilio, RingCentral, and more, as well as any existing agency website.

NowCerts FAQs

Below are some frequently asked questions for NowCerts.

Q. What type of pricing plans does NowCerts offer?

NowCerts offers the following pricing plans:

Starting from: US$59,00/month

Pricing model: Subscription

Free Trial: Available

$59/month/per agency (includes principal user)
Each additional user: +$35 / month

Q. What are the main features of NowCerts?

NowCerts offers the following features:

  • ACORD Forms
  • Business Specific Tools
  • Captive Brokerage
  • Captive Sales Force
  • Carrier Appointment Tracking
  • Carrier Specific Applications
  • Carrier Upload
  • Census Data Integration
  • Client-Definable Algorithms
  • For Auto Insurance
  • For Casualty Insurance
  • For Professional Liability
  • Insurance Rating
  • License Tracking
  • Multi-Line Industries
  • Multiple Product Tracks
  • Payment Instruction
  • Reminders
  • Third Party Administrators
  • Wholesale Program

Q. Who are the typical users of NowCerts?

NowCerts has the following typical customers:

Mid Size Business, Small Business

Q. What languages does NowCerts support?

NowCerts supports the following languages:

English

Q. What type of pricing plans does NowCerts offer?

NowCerts has the following pricing plans:

Subscription

Q. Does NowCerts support mobile devices?

We do not have any information about what devices NowCerts supports

Q. What other apps does NowCerts integrate with?

NowCerts integrates with the following applications:

Gmail, Google Drive, Infusionsoft, QuickBooks, RingCentral, Sage | Accounting, SignNow, Twilio Communications Cloud, Zapier

Q. What level of support does NowCerts offer?

NowCerts offers the following support options:

FAQs, Online Support, Phone Support, Video Tutorials