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.
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.
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.
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.
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
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.
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...
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
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.
None, this software has all I need to operate my agency.
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!
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.
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.
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.
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. ;)
They're knowledgeable and always willing to find the answers. It's great working with representatives.
The look & feel of the dashboard isn't as overwhelming with other systems. Once you understand how it works, there are so many possibilities.
Anticipation of the changes coming in the 2.0 version.
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. =)
$59/month/per agency (includes principal user)
Each additional user: +$35 / month
• 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.
Below are some frequently asked questions for NowCerts.
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
NowCerts offers the following features:
NowCerts has the following typical customers:
Mid Size Business, Small Business
NowCerts supports the following languages:
NowCerts has the following pricing plans:
We do not have any information about what devices NowCerts supports
NowCerts integrates with the following applications:
Gmail, Google Drive, Infusionsoft, QuickBooks, RingCentral, Sage | Accounting, SignNow, Twilio Communications Cloud, Zapier
NowCerts offers the following support options:
FAQs, Online Support, Phone Support, Video Tutorials