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
$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

Screenshots

NowCerts screenshot: Use the calendar tool to track important events and upcoming deadlines
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.


Cheri D.

NOWCERTS Review

Very great experience. They are so easy to work with.


Andrew S.

Thanks for a Great Product, and even better Support!

The certificate process and zip file generation is awesome, the id card generator is amazing, and the customer service is unbelievably better than I could have ever hoped for. [SENSITIVE CONTENT HIDDEN] called me back within 5 minutes and was extremely pleasant to work with, and provided the answers I needed and offered more than I could have hoped for.


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

THE NEW AMS

Used Daily for 1-5 months
Reviewed on 07/11/2019
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 25/07/2019
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 07/06/2019
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

Cheri D.
Industry: Insurance
Company size: 2-10 Employees

NOWCERTS Review

Used Daily for 2+ years
Reviewed on 05/05/2020
Review Source: Capterra

Very great experience. They are so easy to work with.

Pros

I have used several management programs in the past and NowCerts has been by far the most user friendly. Their customer service team has been so wonderful to work with.

Cons

The only issue that I have is that some of my downloads have duplicated. Nowcerts said this is a problem with the companies that are downloading but they are saying it is a problem with my management system.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

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

Thanks for a Great Product, and even better Support!

Used Daily for 6-12 months
Reviewed on 27/05/2020
Review Source: Capterra

The certificate process and zip file generation is awesome, the id card generator is amazing, and the customer service is unbelievably better than I could have ever hoped for. [SENSITIVE CONTENT HIDDEN] called me back within 5 minutes and was extremely pleasant to work with, and provided the answers I needed and offered more than I could have hoped for.

Pros

Ease of use from submission to binding and auto id/certs.

Cons

Sometimes I feel I'm entering info more than once...most likely due to me not completing the fields properly, or checking the right boxes!

Response from NowCerts

Thank you Andrew for the awesome review! We are happy you are enjoying NowCerts and our Support. Please let us know if we can ever be of help in the future. - JBA

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
9.5/10
Based on 142 user ratings
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NowCerts Pricing

NowCerts Pricing

Starting from
$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
Electronic Payments
Inventory Management
Inventory Tracking
Invoice Management
Quote Management
Reminders
Reporting & Statistics
Search Functionality
Third Party Integration
Features
4.7/5
Based on 142 user ratings
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Categories

Videos and Tutorials

Videos and Tutorials

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: $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, Keap, QuickBooks, RingCentral, SignNow, Twilio, Zapier

Q. What level of support does NowCerts offer?

NowCerts offers the following support options:

Phone Support, FAQs, Online Support, Video Tutorials