NowCerts

Agency management system for insurance agents

4,8 /5 (142 reviews) Write a Review!

NowCerts Overview

What is NowCerts?

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.

NowCerts Overview

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


NowCerts Features

Devices
Business size
S M L
Markets
United States
Supported Languages
English

Media

Use the calendar tool to track important events and upcoming deadlines
The NowCerts dashboard provides an overview of tasks, projects, appointments, reports, and more
NowCerts video NowCerts screenshot: Use the calendar tool to track important events and upcoming deadlines NowCerts screenshot: The NowCerts dashboard provides an overview of tasks, projects, appointments, reports, and more

NowCerts Reviews

NowCerts Reviews

Overall rating
4,8
/
5
Excellent
113

Very good
29

Average
0

Poor
0

Terrible
0

Value for Money
4,9
Features
4,7
Ease of Use
4,7
Customer Support
4,9
100% recommended this app
Nik K.

THE NEW AMS

NowCerts has allowed us to move away from expensive and clunky QQ Catalyst. They have a nice support team that will walk you through any questions and are very patient. They are currently working on Version 2.0 which we are excited about.


Lawrence L.

Best Agency Management Software on the Planet!

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.


Paul S.

Great Concept - Needs a little bit of polish

My overall experience has been positive and I have seen the potential with this software. In my opinion this software needs a little more "polish" before I may recommend it to colleagues with larger agencies.


Aaron A.

Everything you need

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


Clyde G.

Transitioning to NowCerts

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.


Nik K.
Industry: Insurance
Company size: 2-10 Employees

THE NEW AMS

Used Daily for 1-5 months
Reviewed on 2019/11/07
Review Source: Capterra

NowCerts has allowed us to move away from expensive and clunky QQ Catalyst. They have a nice support team that will walk you through any questions and are very patient. They are currently working on Version 2.0 which we are excited about.

Pros

Coming from QQ Catalyst, NowCerts is 100x better. They have detailed training video's explaining step by step what you need to do to get setup. There's a lot to the system but once you work with it for a bit you will learn as you go. For what you get, the price is terrific as well.

Cons

There is more of a learning curve than I expected. Also, there is a lot going on in terms of the layout which can be a bit intimidating at first. I would like to see a cleaner interface.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Lawrence L.
Industry: Insurance
Company size: Self Employed

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

Paul S.
Industry: Insurance
Company size: 2-10 Employees

Great Concept - Needs a little bit of polish

Used Daily for 2+ years
Reviewed on 2019/06/07
Review Source: Capterra

My overall experience has been positive and I have seen the potential with this software. In my opinion this software needs a little more "polish" before I may recommend it to colleagues with larger agencies.

Pros

1 - Web based. Multiple clients are able to be open at the same time using browser tabs.
2 - Integrates with other technologies to provide a comprehensive experience.
3 - Intuitive and easy to get comfortable with.
4 - At the end of the day I was able to get my work done
5 - AWESOME customer service! Thank you Peter!!!

Cons

1 - Software hiccups - items that are not insurmountable, but are annoying and time consuming. I can name at least 3.
2 - No mobile portal.
3 - No formal training provided. This could be seen as a plus as I was able to pretty much figure most of how the software operates on my own. Unfortunately, I am still not certain of the full power of this software.
4 - The file management is not very well done and there are multiple places to store files and only a cumbersome way to view all the places/policies files are stored.

Response from NowCerts

Thank you Paul for the thorough and honest review of NowCerts. We appreciate the feedback from our clients and do our best to meet your needs. Again, thank you.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 6.0/10

Aaron A.
Industry: Insurance
Company size: 2-10 Employees

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

Clyde G.
Industry: Insurance
Company size: 2-10 Employees

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

User recommendation
9,5/10
Based on 142 user ratings
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NowCerts Pricing

NowCerts Pricing

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

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

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

Value for Money
4,9/5
Based on 142 user ratings
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NowCerts Features

NowCerts Features

API
Accounting Integration
Activity Dashboard
Activity Tracking
Automatic Notifications
Billing & Invoicing
Calendar Management
Customer Database
Customizable Reporting
Data Import/Export
Document Management
Document Storage
Electronic Payments
Inventory Management
Inventory Tracking
Invoice Management
Reminders
Reporting & Statistics
Search Functionality
Third Party Integration
Features
4,7/5
Based on 142 user ratings
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Categories

Additional information for NowCerts

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

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:

Small Business, Mid Size 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, Keap, QuickBooks Online Advanced, SignNow, Twilio, Zapier

Q. What level of support does NowCerts offer?

NowCerts offers the following support options:

Phone Support, FAQs, Online Support, Video Tutorials