NowCerts
This cloud-based agency management system streamlines operations for insurance agencies, offering self-serve certificate issuance and automated policy updates from carrier databases. With features like commission tracking, ACORD forms, email synchronization, and customizable invoicing, it enhances efficiency and client interaction while employing AI to optimize agency performance.
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Top NowCerts Features
- Self-serve certificate issuance
- Comprehensive commissions tracking
- Real-time policy updates
- User-friendly interface
- Unlimited agent access
- Client portal functionality
- Automated reminders for renewals
- Document upload and management
- Integration with QuickBooks
- Acord forms in multiple formats
- Custom fields for data
- API for custom integrations
- Email synchronization capabilities
- SMS communication via Twilio
- Built-in project and task management
- Secure cloud-based hosting
- Award-winning customer support
- Electronic signature functionality
- Hassle-free database transition
- Personalized CRM automation campaigns
