NowCerts is a modern insurance agency management system designed to simplify and automate the daily workflows of insurance agents and brokers. It features a self-service certificate portal, commission tracking, automated carrier downloads, and a full ACORD forms library. The platform includes over 50 built-in features and 40+ customizable reports, along with integrations for QuickBooks, Gmail, Google Drive, Zapier, and more. NowCerts supports email and SMS synchronization, task management, endorsements, invoicing, and secure document storage. Agencies benefit from real-time updates, client portals, and intelligent automation that reduces manual data entry and improves compliance tracking. With a user-friendly interface and scalable architecture, NowCerts helps agencies centralize data, enhance client communication, and operate more efficiently while maintaining high security standards.
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المميزات1
الفئات4.3
تقييم المستخدم الذي تم التحقق منه
Permissions and renewal remindersPolicy endorsements and change logsLoss run trackingEmail synchronization across accountsInvoice and receipt generationACORD forms in PDF and HTML formatsAutomated carrier downloadsCommission tracking for agents and agenciesSelf-serve certificate issuanceIntuitive, secure, and scalable interfaceMulti-carrier data synchronizationReal-time policy updatesLead management and sales funnel toolsZapier and Formstack Sign supportIntegration with QuickBooks, Gmail, Google DriveCRM and contact databaseDocument management and e-signaturesCustomizable reporting and analyticsSecure client portal accessEmailCloud, SaaS, Web-BasedDesktop - WindowsOn-Premise - Windows
