Who Uses This Software?

Insurance Agents. Insurance Agencies. Insurance Agency. Independent P&C Agents. Captive Agents. Commercial as well as Personal lines books of business.


Average Ratings

35 Reviews
  • 5 / 5
    Overall
  • 5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

Vendor Details

  • NowCerts
  • www.nowcerts.com/
  • Founded 2009
  • United States

About NowCerts

Meticulously Crafted, Secure, Intelligent and Intuitive is how we built the cloud-based NowCerts Insurance Agency Management System - Outsourcing of Insurance Certificates - Sending Certificates via FAX, E-mail or US Mail - Quick Book Integration - Carrier Downloads - CRM - Policy Management - All Accord Forms - Commission Tracking - Marketing Forms sent via Fax, E-mail or US Mail - Loss Runs obtaining tool - And many more exclusive features at no additional cost


NowCerts Features

  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Rating
  • Policy Management
  • Quote Management

NowCerts Reviews Recently Reviewed!

Easy to use, very helpful staff, all of the things you need to meet your clients expectations.

Sep 22, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: This software has organized my office operations, it has far surpassed my expectations. Being new to the insurance industry (less than one year) and having being exposed to people trying to sell me different types of Office Management Software has left me very fearful of the investment that I thought was required in order to have such product. I was very apprehensive about committing to anyone as I wasn't sure what exactly I would be getting as well as the investment, I thought, would be required. First, let say that NowCerts has far surpassed my expectations as a software. Second, the support I received from the staff at NowCerts is invaluable. I wish I would have done this much sooner.

Overall: Office organization, Certificates "on demand", knowledgeble stuff not just in software but in the industry as well.

Customer service is amazing and they are very understanding and helpful with the smaller companies.

Jul 18, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: I have needed for a very long time something easy to navigate and teach to others for agency management. I'm not the sharpest tech person and this system is by far easy for dummies like me to use. And having the live help chat pop up it the most amazing thing.

Cons: Sometimes there are small software glitches in the system but they are easily fixed and communication when something has gone down and back up is amazing.

Best AMS system I have ever used!

Mar 29, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: Web-based and easy to use.

Cons: none

Overall: I have been an Agent for 10 years and have used all the major AMS systems on the market. NowCerts is simply the best product out there. Simple, it makes since when you use it, and the never ending upgrades makes this product my choice over all others.

Recommendations to other buyers: Get it, try it out, and you will see it offers everything you need to run your business.

NowCerts Review

Mar 08, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Really haven't tried it yet. But after my training session with Kayden, it looks very user friendly.

Overall: Purchased product as a result of service and customer satisfaction (me). The customer rep was great to work with and did not take long for me to give this a try. Didn't even waste my time looking around. This is an excellent bargain and value is outstanding.

Recommendations to other buyers: buy it

Awesome Sauce!!!

Feb 25, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: Its pretty user friendly, simple product

Cons: I would like for the client screen to automaticly so some primary info like address and phone # instead of having to click info the tab. But other than that love it!!

Overall: First off you cant beat the price just starting out in the business it one less thing you have to worry about. The features are easy to use and the customer service is perfect. Everyone has been helpful with my 101 questions and concerns. I was up @ like 1 in the morning and a popup appear and someone actually helped me. You cant beat that. Now the practicallity of some of the tabs could be a little more smoother but over all the get 2 thumbs up!!!

I couldn't have done it without NowCerts

Feb 15, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: read review

Cons: read review

Overall: About a year ago, I took on an enormous project. Converting an agency from pen and paper files to an CRM/automated agency system was overwhelming. With the help of NowCerts and numerous emails, phone calls with the support staff, we are now 100% automated. It helps us streamline operations, track commissions more efficiently and serve our clients with ease. I highly recommend.

Amazing Software with Superior Ease of Use

Feb 14, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: Cloud based & accessibility from any device.
Excellent format of software and learning curve is great.

Cons: None

Overall: I started my Independent Insurance agency back in July 2015 after being an agent for around 4-5 years and had experience it TAMOnline from Applied Systems which costed by previous employer almost $ 800+ per-month. As a new agency I couldn't afford that and was for several months recording all accounts in Excel Sheet. Until it got exhaustive and kept missing things I checked online after some reasrch and found this, and gave it a shot.

After joining I have been impressed with the support team hands on approach resolving any issues and updating this AMS and best part it's cloud based and no software installation of any sort is required just a good network connection. I have been issuing Certs from my iPhone while on the road marketing keeping in close touch with my clients.

I love the next generation looks for this software and its fluidity of jumping from one option to the next. This software is also good as making notes and uploading any files it's kept in cloud and can be assessible from any device with a browser and connection, this is golden for us agencies who are making sure we document everything to prevent E&O Claims.

Hands off to them, to many options to describe and for the price it's set per month is a steal for start-up and developed agencies.

Recommendations to other buyers: Just sign-up and you will never look back.

I'll never look for something better...

Feb 10, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: It's supportive staff.

Cons: I would like to brand MY agency logo all over it! I would like to use my colors.

Overall: We have called countless times to change, restructure, even add to this software in order to make it do exactly what we need... When you have someone willing to tailor their software to fit every aspect of your business, you won't need anything else. It's given us capabilities to serve our clients in ways that set us apart from our competition.

Recommendations to other buyers: Nope!

Certificates of Insurance

Feb 10, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: The Certificates

Cons: The receipts should have a signature area.

Overall: Nowcerts has helped me organize my insurance clients and we are able to issue COI's more efficiently. They have many other useful features that to be honest I have not taken advantage of. Also when I call customer service they are helpful and kind. I highly recommend them.

Recommendations to other buyers: The receipts should have a signature portion and a disclosure that the payment is final.

This Agent Management System is by FAR the BEST I have ever seen!

Feb 10, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Now Certs has some of the best features on the market!! Make sure you include this management system when you are trying to choose the right system for your agency!

Great product for our agency

Feb 10, 2017
4/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: Ease of use.

Cons: Compatibility with new browsers like edge.

Overall: This is our first management system and we are very pleased. Technical support has always been available for training and technical issues. Easy to use and manage client request and secure information.

Recommendations to other buyers: Would just recommend constant updates or even versions for different browsers and even users.

No one Better than NowCert

Feb 10, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: Email been attached to the person you talk too

Cons: No cons at this time

Overall: I love the price, I love the friendly ability to move through the system, I love the updates, I love Nowcert. It's great for the right price.

Recommendations to other buyers: It's all you need to start your business up no exception.

The Best !!!

Feb 10, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: the cost and the alternatives

Cons: The velocity of the program respond but not a major issue

Overall: Excellent product, good price, adequate customer service. Only needs to improve the velocity of how the program respond, but is not a major issue.

Vendor Response

by NowCerts on February 10, 2017

Thank you Rodolfo! Nowcerts is a 100% cloud based system. A better internet connection will mean faster response times from the server. We continually monitor, test, and improve the response times. We benchmark against popular websites (with similar database driven applications) and we find that our response times compare favorably to those of others. Thank you!!

Best Agency Management System I have ever used

Feb 09, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Efficiency and ease of use - especially in sending certificates and correspondence to clients

Cons: No mobile application

Overall: I have used 4 different agency management systems throughout my career, and NowCerts is the best by far. The ease of use and efficiency for sending certificates is unrivaled. Thank you NowCerts for helping me be more efficient!

NowCerts has helped my Agency Start up and Grow!!!!

Feb 06, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: User friendly.

Cons: Gotta listen to the training...

Overall: I am so grateful for Nowcerts. I'm a start up agency and NowCerts has truly helped me get my agency set up in every way shape form and fashion. They have answered every question I have had and held my hand along the way. I feel like I am their only client. Thank you NowCerts. I would recommend anyone and everyone get on board with them.

Great value and open to suggestions

Feb 03, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: flexibility and response to customer issues

Cons: still waiting for some companies to download

Overall: Rep and the staff at NowCerts are very receptive to ideas from agents and brokers. I have had two minor issues and both were resolved quickly. You cannot find a better AMS, especially for the amount some companies are charging for their systems.

Agency Management System Excellence!

Jan 17, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: Ease of use, flexibility

Cons: None so far

Overall: More flexibility, more functionality, ease of use, friendly and accommodating staff. Can't go wrong!

Very good system

Dec 08, 2016
4/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Great to work with and very responsive to agency matters. You can't beat the price and the technology is always improving. Still, can't download Travelers personal lines, Representative Support says it is coming soon.

Vendor Response

by NowCerts on February 13, 2017

The Travelers issue has been resolved and agencies can now download both personal and commercial lines with Travelers (and all other carriers that support download)

AMAZING PRODUCT AND PEOPLE

Dec 01, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: Everything

Overall: I just want to say that I have had a few mishaps with things and everyone at nowcerts especially my rep are outstanding! Thank you so much for all of the help and understanding.

Vendor Response

by NowCerts on December 01, 2016

Thanks Jaime! You guys have been an amazing customer too... like most of our subscribers. Thank you for all the suggestions and support! -Peter

So Glad I found NowCerts!!

Nov 29, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: It is user friendly and covers pretty much everything I need to run my Agency. I also like the affordability of it!!

Cons: Getting started - I am sure most Agencies need to put in the same Carrier info. It would be nice if you could give us a list so we don't have to hunt it all down. Example, Travelers - NAIC number, correct address and correct name. We can add our reps info but if we had the bulk of it for all the Major Carriers that would be great. I am sure it will all matter so that is the only thing that has slowed me down :)

Overall: I own an Independent Agency and the Client Management system I was using did not really help me much. NowCerts is an AGENCY Management System and It helps me with Everything! Client info, Tasks, Reports, Certs, Acord Forms and much more! It is affordable and really covers everything an Agency needs! The NowCerts team is also really great! Thanks so much! Cindy Weigel - Roxy Insurance

Recommendations to other buyers: You have probably heard this before but it is a Great Agency Management system and I think the only reason I didn't find it until now is the name. NowCerts made me think it was some kind of Certificate software. It is SO much more!!

Great Agency Management System

Nov 10, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: Easy to use

Cons: None

Overall: I have been trying several Agency management products for our new agency, NOWCERTS hands down is the easiest and best product that we review. Their support department has been awesome. I have contact them about 50 times and they have answered all my questions and concerns.

Easiest and One of the Best Management Systems Out There

Nov 03, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
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Pros: Ease of use

Cons: I wish they would be able to drag/drop emails into the management system, but in saying that this company always improves their system.

Overall: I have been using this management system for over 2 years and I wouldn't think of changing. This management system alone has improved the cash flow for my agency.

Agency Owner

Oct 25, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease and price

Cons: Haven't fond one yet, other that Progressive being difficult...but that'a their problem not Now Certs. Now Certs bent over backwards to make it easy to upload.

Overall: I struggled for 2 years with AMS 360. I was paying A LOT of money for a product that was constantly having IT issues. I moved my business over to Now Certs! It's easy to use, I picked right up on it. Great customer support! The have my agency for life!

NOWCERTS BEATS THE COMPETITION

Oct 13, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: No matter what Menu Item I select or Prospect or Insured, this system is faster at pulling up the information than any other AMS I've tried...and it's the cost is remarkable.

Cons: The color...I'm a Blue & Red kind of guy...would be GREAT if we could change the colors to our liking someday.

Overall: I've been an Independent Agent for over a year. I have tried every available Agency Management System both trials and paid.

NowCerts was new to me last year and I tried them out and it wasn't fully operational so I tried others...last night 10/12/2016 I have finally come to a decision as to the best Agency Management System for my Agency is NowCerts.

The Customer Support Chat (which I can't stand) I LOVE THEM! There is no delay on responses and my questions are answered within 15 seconds of my question.

The issues I had were easily correctable on my end with simple, non-technical responses.

Peter ROCKS...way to go SUPERMAN...you won another customer for your Speed and Accuracy...and you don't wear a cape! I know what to get you for Christmas!

Excellent Customer Service

Oct 10, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
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Pros: Ease of use

Cons: N/A

Overall: This is a very easy to use program with outstanding customer service. They are very helpful and respond promptly

Good management system

Jul 18, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: the way certificates are created and sent.
the commissions module
the customer service.

Cons: the calendar sucks
I wish the system was a bit simpler with less options.

Overall: My experience with nowcerts has been quite extensive for the last 5 months. We signed for the service as an addition to our current system. We are now using it exclusively. I love the commissions module.

Recommendations to other buyers: I think its a good system. It does more than you think. Actually a bit too much.

I am truly impressed with NowCerts

Jul 11, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I am very familiar with programs and databases out there, and I must say NowCerts is the best I've seen. I'm at the very beginning stages of my agency and I knew I needed a system to rely on. I love that Nowcerts is highly detailed, yet so easy to use. When I was shopping for an agency management system, Nowcerts was by far the most affordable. Also, appearance is huge for me.... I wanted my agency program to look sharp and professional, which Nowcerts absolutely does.
Finally, the customer service I have seen from the people at NowCerts has been outstanding. They have gone above and beyond for me and my staff. I am truly impressed by this company and their work ethic. Thank you guys very much!

I recommend it.

Jul 08, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I think the software is good enough to be recommended. We use the system for carrier downloads, commissions, certs, ID cards and the reports. But we plan on using their loss runs tool too. We just haven't gotten to it. Customer service is better than I have seen elsewhere. Overall agency management systems are not that good for accounting. I have seen several and none have a good accounting module. We use quick books for that and just sync it with nowcerts.

NowCerts AMS

Jan 27, 2015
4/5
Overall
4 / 5
Ease of Use

Comments: Pros: really easy to use, lots of features, easy to add agents and commissions splits, nice reports, the dashboard is great to keep track of the agency. Customer service is great and they go the extra mile to accommodate you.
Cons: Nothing so far.

NowCerts Agency Managment System

Jan 26, 2015
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: We have been using 4 different Agency Management Systems for the last 12 years. Because, when we purchased 2 additional agencies in the past, they were using a different ones. I rather not mentioned the names but they were expensive and not intuitive. We just use the NowCerts for 2 months, all of my CSRs love the Self-Serve Certificates, this is best in the market so far. In term of Overall and Ease of Use, there are a few bugs need to be corrected. But I am sure that NowCerts are also aware of it and they are also continuing improving and adding the new features. We love it.

EASY TO USE

Jan 26, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Nice software . It has everything insurance agency needs . It has helped has tremendously with certificates . thx

Its good

Jan 26, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: We are using it. Works for us. It took us a bit to get to know everything, but now its alright.

Good things don't have to cost a fortune

Jan 16, 2014
5/5
Overall
5 / 5
Ease of Use
4 / 5
Customer Support

Comments: As a small P&C insurance agency, we have gone through a number of agency management systems in the last 8 years. Some were too cumbersome to use, some had reliability issues, some too expensive, especially as we grew our staff, and some all of the above.
We signed up for the free trial with NowCerts a few months back and we love it! It is intuitive and easy to use, can be used from anywhere (web-based), can have multiple users at no additional cost and HAS THE ABILITY TO ALLOWS CLIENTS TO MANAGE THEIR ON CERTIFICATEs and coverages. It saves us a ton of work. Our CSR can now concentrate on the tasks that involve human interaction. In short - this system does all and better all our 1500/month system does for free or a fraction of the cost!! Highly recommend it! My only complaint - it is hard to get timely customer service but apparently they company is getting ready to release the system full-time shortly and is training the customer support staff as we speak.

Very nice

Jan 16, 2014
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Very user friendly, very easy to use. We are a commercial agency and use the system for Loss Runs, commissions, renewals. Well everything. We love the signatures. Really easy to put them on and off.

I would suggest some features to be added for life and health insurance. This will be helpful if we decide to expand that direction some day.

We are using this and its great

Jan 16, 2014
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: We switched from QQ Solutions. We are very satisfied. Especially with the way certificates are sent and the fact that they can actually send our certs by mail. We even have them send our marketing forms. We also us the accord forms and the loss runs request function. This very useful.