NowCerts Reviews & Pricing

Key Features

• Self-Service Portal: Provide clients with a self-service portal to download vehicle ID cards, make payments, contact agents, and request an amendment or endorsement, among other tasks. Insureds can issue, email or fax their own electronic certificates with the agency’s logo and branding. Eliminate risk exposure with controlled access to the client portal. 
• Commissions: Implement automated workflows to track, reconcile and report on commissions for commercial and personal lines of business. Track chargebacks and unpaid commissions to run reports on the agency’s financial health. 
• Task Manager: Create and assign tasks, set priority, attach related documents and link them to associated clients. Track the status of existing tasks from the dashboard. 
• Carrier Downloads: Keep track of client information and insurance products with automated carrier downloads. Minimize risk of errors and omissions (E&O). Get carrier downloads directly from the source or via integration with Ivans Insurance Solutions Data Exchange. 
• ACORD Forms: Automatically populate ACORD forms with available data, including vehicles, drivers, coverages, properties, addresses and more. Agents can sign, review, and approve applications directly from the portal. Email forms to underwriters for optimized rate quotes. Available in HTML and PDF formats. 
• Loss Runs: Seamlessly submit loss run requests to prospects, who can simply review, approve and send the request to related carriers. 
• Reports: Run canned-graphical reports, on-the-fly filtered lists, and custom reports based on the agency’s requirements. Get insights on commissions, insureds, workflows, carriers, MGAs, productivity and finances. 
• Invoices and Receipts: Track invoices for policy bills, including financed bills, agency bills and direct bills. Automatically generate receipts and reminders for scheduled payments. Export transaction records with QuickBooks. 
• Dashboard: Use the dashboard to track service requests, calendar events, carrier downloads, renewals, applications, cancellations, endorsements, leads and more. Get a direct feed of performance metrics to keep an eye on productivity levels. 
• Calendar: The agency calendar tracks important events and dates, such as clients’ birthdays, renewals and cancellations, license expiration dates and more. Synchronize with calendars provided by third-party email providers and set up recurring schedules. 
• Marketing Forms: Capture leads optimally with built-in marketing forms. 
• Document Management: Get unlimited storage for agency, client-specific and agency-related documents and files. 
• Claims Management: Utilize an iFrame widget to capture claims applications directly from insureds. Automatically populate ACORD forms and forward them to respective carriers after approval. 
• Mobile Friendly: Completely optimized for use on any device with an internet connection. The mobile version offers the same quality as the complete desktop system. 
• Integrations: Strategic integrations with third-party applications provide operational support to critical business processes. Supported integrations include ACORD, TurboRater, IVANS, SEMCAT, Gmail, Zapier and Ebix. 
• Built-in Chat: Communicate with other people on the system through the built-in chat tool. Automatically save all chat logs for future reference. 
• Permissions: Provide permission-based access to policies, commissions, reports and client information. Add and remove permissions as per requirements. 
• Electronic Signatures: Seamless create and add e-signatures. Sign forms, underwriter commissions, agent commissions, certificates and more. 

Limitations

•  Filing documents is an elaborate process. 
•  Lacks comprehensive training resources. 
•  Has a steep learning curve. 
•  The implementation process is labor-intensive. 
•  The UI is very cluttered. 

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