NowCerts is a comprehensive, cloud-based insurance agency management platform designed to streamline agency operations across tasks such as policy administration, client relationship management, reporting, and workflow automation. It supports multiple insurance lines—property, casualty, life—and offers features including automated carrier updates, self-serve certificate issuance, ACORD forms integration, commission tracking, task and notes management, document storage, client portals, and customizable dashboards. Known for its scalability and affordability, with pricing beginning around $99 per month, NowCerts also emphasizes enhanced security, intuitive user experience, and robust support. Many users highlight its workflow efficiency, accurate compliance tracking, and reliable performance as key strengths.
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NowCerts offers policy management, certificates of insurance generation, automated workflows, e-signatures, and reporting tools. It also integrates with a range of industry services to enhance productivity.
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Updates have included advanced certificate management, better automation for repetitive tasks, and improved API connectivity for custom integrations.
NowCerts prioritizes innovation, automation, and customer feedback in its development cycle, aiming to make agency management more efficient.
Widely used by independent insurance agencies and brokers, NowCerts maintains an active support and training community to help users maximize the platform’s benefits.
