Yes! With this unique service, we can handle all your certificates needs – full time or part time. We have staff that will take phone calls for you and handle a variety of CSR related issues.
Yes! We have the ability to interface with QB. We can download all your contacts from QB, help you set them up in the system and then we can upload invoice, payments and other transactions from NowCerts into your Quick Books account.
All certificates are sent using your agency email server. So, the “From” field will have your agency credentials. All faxes are sent form our server, but the cover page has your agency name and fax number. You can edit the cover page to look the way you want it (even on the fly).
There is no additional charge for Client Portal accounts. Your insureds can register for free and send certificates free of charge.
Nothing. All certificates emailed or faxed through our system are free of charge.
You can upload and save any document you want related to an insured then email it or fax it from the system. If it is an original document you need, you have access to all existing Acords forms in HTML or PDF. Chances are there is an Acord that will meet your needs. OR you can create your own form (Word, PDF, Excel), save it as a template and use it multiple times.
You can have unlimited number of agents under your agency account for the $99/month. Each user that needs a separate username to access the system will cost $39/month.
There are several ways of accomplishing this. We have developed a set of procedures and scripts to help transition your database from another AMS into NowCerts. It covers steps from obtaining your data from your current agency management system to importing that data to our system (small charge may apply). Alternatively, you can bring your data through carrier downloads.
No. You can create a user name for all of your insureds. They can obtain their certificates, request policy changes, make their policy payment, sign documents and many other things through the insured portal.
Yes. We would love to show you around the system and go over all the neat things that NowCerts can do for your agency. You can have as many training sessions as you wish - FREE.
Absolutely. You are in control of who, how and why should be reminded.
Yes you can. You can sync your emails with NowCerts.com then assigning an email to an insured or a prospect with a click of the mouse.
Yes it does. All Acord forms are available. Data entered into one part of the system will automatically flow to other parts. Including Acord applications, certificates and binders.
For starters, I bet we are less costly than your current system. In some cases, NowCerts is a LOT less
costly. But that alone is never a sufficient reason to switch, though it’s always nice to pay less for a
better product and service. And our automated conversion service is free and will make your transition
to NowCerts hassle free. Our full list of features is too long to compare to your current system.
Yes! Our database conversion services will make the transition from your current AMS to
NowCerts a hassle free and seamless experience. In the course of doing a multitude of actual database
transfers, we have developed procedures for database transfers form all major AMS systems in use
today. With every consecutive AMS database transfer, we are further perfecting the process,
automating larger portions of the steps involved via scripts and SQL procedures.
We will build a parallel database in NowCerts that you will have the chance to test and make sure is built to your complete
satisfaction.
Yes! In June 2018 Nowcerts releases the new developer REST API. The URL of the API is https://api.nowcerts.com.
Read More
Yes! Nowcerts users can integrate their own HTML/Web Forms into NowCerts through the use of our REST API. Also you can integrate any PDF form easily into Nowcerts.
Read More for HTML/WEB Forms
Read More for PDF Forms
Yes! The integration with Zapier is available to users only "by invitation". Please e-mail peter@nowcerts.com if you would like to use Zapier for Nowcerts integration.
Read More
Yes! You can use our Custom fields facility to define structures that hold custom data.
Read More
Tags offers a great new way to personalize the use of the system and a way for you to organize your insureds and prospects.
Read More
