NowCerts logo

NowCerts

by NowCerts · Since 2009
No reviews yet
Active1+ countriesCloud
Quick facts
VendorNowCerts
Year launched2009
StatusActive
LocationSalt Lake City, Utah, USA
Countries served1+
Languages9
Integrations10+
Free tierNO
Free trialYES
Contact salesYES

About NowCerts

NowCerts is a comprehensive Insurance Agency Management System (AMS) designed to streamline the daily operations of insurance agencies, offering an intelligent, secure, and intuitive platform.

NowCerts is a comprehensive Insurance Agency Management System (AMS) designed to streamline the daily operations of insurance agencies, offering an intelligent, secure, and intuitive platform. Built for agencies of all sizes, NowCerts provides a powerful combination of automation, AI-driven tools, and seamless integrations to reduce administrative burdens and improve client service. One of its standout features is Self-Serve Certificates, which allows clients to issue their own insurance certificates, saving significant staff time while improving the customer experience. Its Commissions tracking module ensures agencies can efficiently manage agent commissions, payment plans, and fees. NowCerts also excels in connectivity, offering Carrier Downloads for automated real-time updates from over 300 carriers, as well as integrations with widely used tools such as Google Drive, Gmail, QuickBooks, Twilio, RingCentral, Zapier, and Formstack Sign. The software also supports ACORD forms, e-mail synchronization, endorsements, loss runs, and over 40 reports, providing agencies with the insights needed to manage their business effectively. Its intuitive interface and AI features make it easy for staff to learn and use, while its secure, encrypted server environment protects sensitive data.

Pros & Cons

Pros
  • Comprehensive suite of over 50 features for insurance agency management
  • Secure, AI-enhanced, and intuitive design
  • Integrates with multiple popular tools and CRMs
  • Self-service certificate functionality improves client experience
  • Automated carrier data downloads reduce manual entry
Cons
  • May require time to fully utilize all 50+ features
  • Focused primarily on insurance agency operations, not general business management
  • Some advanced integrations may need technical expertise

Features

Key features

Self-Serve Certificates – Customers can issue their own certificates, reducing administrative workload.
10+ Integrations – Integrate with popular tools like Google Drive, Gmail, QuickBooks, Zapier, Twilio, and RingCentral.
300+ Carrier Support – Easily download policy data from hundreds of insurance carriers.
40+ Reports – Generate and access over 40 commonly used reports to manage the business by the numbers.
50+ Agency Management Features – Comprehensive tools to manage your agency operations efficiently.
Carrier Downloads – Automated real-time updates of policy data from carrier databases.
Commissions Tracking – Track agent and agency commissions, fees, and payment plan interest rates.

Additional features

Task Manager – Assign and track tasks for agents and CSRs within the system.
24-Hour Support – Round-the-clock customer service for agencies.
30-Day Free Trial – Test the software with full functionality, no sign-up fee or contract required.
Intuitive, Secure, Intelligent – Designed to be easy to use, hosted securely with AI-enhanced features for agency efficiency.
Developer API – Build custom integrations and extend the AMS capabilities.
Online Quote Applications – Integrate plug-in quote applications into your website with automatic data transfer.
Customer Portal – Clients can log in from your website to submit service requests or access quotes.
Permissions & Reminders – Automated reminders for renewals and client follow-ups.
Loss Runs – Access necessary loss run reports for quoting prospects.
E-mail Synchronization – Sync all email accounts in one central location.
Endorsements – Track all policy changes with endorsements.
ACORD Forms – Access all ACORD forms in PDF or HTML format with auto-fill from the database.
Invoices & Receipts – Create, void, and track invoices and receipts with ease.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

1
Countries served
9
Interface languages
14
Billing currencies

Available in

All Countries.

Interface languages

EnglishSpanishFrenchGermanItalianPortugueseDutchChineseJapanese

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇦🇺AUD🇨🇦CAD🇯🇵JPY🇨🇳CNY🇮🇳INR🇷🇺RUB🇧🇷BRL🇲🇽MXN🇰🇷KRW🇨🇭CHF🇸🇪SEK

No reviews yet

Be the first to drop a review

Alternatives to NowCerts

Root Insurance Platform logo

Root Insurance Platform

Root Insurance Platform is a technology solution from Root that provides auto insurance services. It…

Naked Insurance logo

Naked Insurance

Naked Insurance is a digital insurance platform from Naked Insurance [providing comprehensive coverage for cars,…

MyCover.ai logo

MyCover.ai

MyCover.ai is an open insurance API platform from MyCover.ai that simplifies access to insurance and…

Lami Insurance Platform logo

Lami Insurance Platform

Lami Insurance Platform is an insurance management software from Lami Technologies that provides a comprehensive…

Lami logo

Lami

Lami is a digital insurance software platform from Lami Technologies that provides an infrastructure for…

KAVA CRM logo

KAVA CRM

KAVA CRM is a customer relationship management software from KAVA CRM designed to manage customer…

Spot something wrong or outdated?

Suggest a correction — a reviewer verifies every change.

Often compared with NowCerts

Compare any two tools →
Root Insurance Platform logo
Root Insurance Platform
Insurance
0.0
Naked Insurance logo
Naked Insurance
Insurance
0.0
MyCover.ai logo
MyCover.ai
API Management
0.0
Lami Insurance Platform logo
Lami Insurance Platform
API Management
0.0