NowCerts

4.8 (150)
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Agency management system for insurance agents

About NowCerts

NowCerts is an independent software company with a strong focus on the insurance industry. Their primary product, Momentum AMS, is a cloud-based agency management system designed to cater to insurance agencies of all sizes. Notable features include task management, self-service certificate creation, ACORD forms support, invoicing, email synchronization, loss run management, reporting tools, endorsement handling, permissions management, and reminders. With numerous integrations and an open API, NowCerts seamlessly centralizes and streamlines your entire workflow.

Experience the future of insurance agency management through Momentum AMS. As part of the NowCerts suite, Momentum AMS is poised to redefine the insurance industry. This comprehensive suite also encompasses Automate365, NowCerts CSR, Rate! rating center, Fusion, the AI/Automation center, PremFi for seamless premium financing all with the common goal of enhancing agency efficiency, elevating customer satisfaction, and boosting overall profitability.
For further information, please visit nowcerts.com.


Key benefits of NowCerts

• 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.


Images

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

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Reviews

Overall rating

4.8 /5
(150)
Value for Money
4.9/5
Features
4.7/5
Ease of Use
4.7/5
Customer Support
4.9/5

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Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 150
James
James
Overall rating
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

They keep on impressing

Reviewed on 2019/06/29

At first, I was pretty frustrated with NowCerts. The system is so powerful, and I jumped in without...

At first, I was pretty frustrated with NowCerts. The system is so powerful, and I jumped in without completing the training like I should have.

However, the team at NC is so incredibly supportive and responsive to questions... after a handful of 1:1 training sessions, and a couple of months using the system, I am VERY happy with the decision.

NowCerts is an innovative, intuitive platform that talks with and my other software very smoothly.

If you’re an insurance agency owner that writes any commercial lines, and you care about having a management system that is reliable, forward thinking and constantly improving, I am proud to give NowCerts my strongest recommendation.

Pros

It is clearly built from the ground up by people who know exactly what agency owners and staff need and want in a AMS platform. There are more intuitive and well-designed features than I care to type here.

Cons

It’s so powerful that you really need to put effort into the training and support. I was frustrated at first because I tried to wing it. That was a bad idea.

Alternatives Considered

HawkSoft CMS

Reasons for Switching to NowCerts

Cost, powerful features and eager support

Response from NowCerts

I'm glad you didn't give up on us,James. Thank you for the kind words and for making us the number one AMS. We will continue to improve our software to better serve your needs. =)

Jay
Jay
Overall rating
  • Industry: Insurance
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

Great System / Excellent Service

Reviewed on 2018/05/14

Pros

We moved from QQ / Vertafore to NowCerts about 2 years ago. This is an easy recommendation to make for us. The team take a personal approach with their clients. Our transition was seamless. We had a few hiccups in the beginning, but team was right there to move us along. The system itself is affordable and intuitive. Easy to navigate and get things done. If you are looking for a management system to get you to the next level, talk to the folks at Nowcerts today.

Cons

I had to think about this one for awhile. Still came up with nothing. The team has done a great with the platform.

Response from NowCerts

Thank you for the awesome review, Jay. We do our best to cater to our client's needs as much as possible.

Rajendra
Overall rating
  • Industry: Insurance
  • Company size: 10,000+ Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 4.0 /10

Very Good Software

Reviewed on 2020/01/08

Very Good Software and use to simple and tracking all activities

Very Good Software and use to simple and tracking all activities

Pros

It Is easy To Use And Good Response And Traking Software Product is very nice and helpful easy to simple

Cons

Good Assistance By This Sales Worker And Is good softeare Software is very good for use to this software

Randee
Overall rating
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Insurance, meet Technology!

Reviewed on 2019/06/03

Amazing customer service. They always go above and beyond. They listen and actively make changes to...

Amazing customer service. They always go above and beyond. They listen and actively make changes to give us a better experience. They were awesome during my data conversion and helped me clean up my messy database coming originally from Instar to AMS360 to Nowcerts. Pricing is SUPER reasonable, the integrations are awesome! Looking forward to all the new things to come!

Pros

I love that we have direct communication and my wants/needs/suggestions are heard and if warranted things are changed/implemented quickly to make our user experience better. The system is intuitive and easy to navigate. The open API and integration with Zapier has made my team's data entry burden drastically reduce. We LOVE Nowcerts!

Cons

The accounting still needs a little tweaking but they're actively working with an accounting person to make those changes. Again, a suggestion was made and they went to work to implement/fix it quickly! I'd like to customize my dashboard further but that is also coming. I would like more commercial proposals. That's the only thing I can think is "missing" although you can integrate your own.

Response from NowCerts

Thank you for the honest feedback, Randee. Your feedback help Nowcerts mold into into a winning AMS system. Thank you for doing business with us.

Andy
Andy
Overall rating
  • Industry: Insurance
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Feature rich easy to use

Reviewed on 2018/09/18

I began my agency in 2018 looking for a reasonable priced agency management system. Finding...

I began my agency in 2018 looking for a reasonable priced agency management system. Finding Nowcerts hit all of my target requirements and has went well above expectations. The product continues to improve and offer more integration services with outside vendors.

Pros

Outstanding customer service and the committment to continual improvement of their product. Web based, download capable, easy platform to learn.

Cons

Report functions are improving along with tracking features

Response from NowCerts

Thank you Andy, to you and your staff for your feedback in helping us continuously improve the platform. We add new reports weekly in the New Reports section at the bottom of the Reports page. Please send me any interesting report ideas you have. We'd love to implement them.The new platform, Momentum, will offer ad-hoc reporting when released in Q1 of 2019.
Thank you!

Showing 5 reviews of 150 Read all reviews

NowCerts FAQs

Below are some frequently asked questions for NowCerts.

NowCerts offers the following pricing plans:

  • Starting from: US$99.00/month
  • Pricing model: Subscription
  • Free Trial: Available

NowCerts offers 4 pricing plans: Essentials - $99/per month Professional - $149/per month Business - $295/per month Enterprise - Contact vendor for pricing

NowCerts has the following typical customers:

Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

NowCerts supports the following languages:

English

NowCerts supports the following devices:

NowCerts integrates with the following applications:

Automate365, Gmail, Google Drive, IVANS Download, Keap, OneDrive, QuickBooks Online Advanced, TurboRater, Twilio, Zapier, airSlate SignNow

NowCerts offers the following support options:

Email/Help Desk, FAQs/Forum, Phone Support, 24/7 (Live rep), Chat

Related categories

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