---
title: "NowCerts Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about NowCerts Software - reviews, pricing plans, popular comparisons to other Insurance products and more."
source_url: "https://www.capterra.com/p/132779/NowCerts/"
page_type: "product"
language: "en"
---

# 

 NowCerts Software Review 2026: Features, Integrations, Pros & Cons

Last updated on August 26, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

NowCerts

## What is NowCerts?

Momentum AMP (Agency Management Platform) by NowCerts, a comprehensive experience designed to support you at every turn. The ultimate goal is to offer insurance agents EVERYTHING they need in one platform to run their agency while allowing agencies to leverage all of our services or just a few... The company will provide independent agents options as to what technology they wish to use while giving them a centralized hub to manage their business, store all their data, and connect to any third-party insurance technology platform that connects to our API ecosystem.

## What is NowCerts used for?

[Insurance](https://www.capterra.com/insurance-agency-software/)[Insurance Policy](https://www.capterra.com/insurance-policy-software/)[P&C Insurance](https://www.capterra.com/p-c-insurance-software/)

Top alternative

Featured

Overall rating

Based on 150 user reviews

Reviews sentiment

Positive

99%

Neutral

1%

Negative

0%

Starting price

$99

Flat Rate, Per Month

Free trial  
available

Free version not included

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for NowCerts?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.nowcerts.com/&name=NowCerts)

## NowCerts Overview

Updated August 2026

AI summary

NowCerts provides cloud-based insurance management tools for businesses of all sizes, supporting policy administration, claims handling, document storage, and commission tracking. It offers core features such as audit trails and quotes, along with options like workflow management, self-service portals, and insurance rating, helping organizations centralize records, automate processes, and manage insurance operations efficiently across commercial and personal lines.

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### NowCerts

4.8 (150)

VS.

[4.7 (284)](https://www.capterra.com/p/119068/Jenesis-Software/reviews/)

Starting Price

$99

Flat Rate, Per Month

Starting Price

$70

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.7 (150)

Ease Of Use

4.7 (284)

Value For Money

4.9 (134)

Value For Money

4.7 (240)

Customer Service

4.9 (146)

Customer Service

4.9 (278)

## NowCerts alternatives

Highest Rated

[Sembley](https://www.capterra.com/p/10021105/Sembley/)

[5.0 (40)](https://www.capterra.com/p/10021105/Sembley/reviews/)

Starting price

$49.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/10021105/Sembley/)

[Guidewire](https://www.capterra.com/p/173704/InsuranceNow/)

[3.1 (16)](https://www.capterra.com/p/173704/InsuranceNow/reviews/)

Starting price

$1.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

50%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/173704/InsuranceNow/)

[EZLynx](https://www.capterra.com/p/102928/EZLynx/)

[3.7 (75)](https://www.capterra.com/p/102928/EZLynx/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

63%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/102928/EZLynx/)

[Voltaire](https://www.capterra.com/p/166781/Voltaire/)

[4.6 (8)](https://www.capterra.com/p/166781/Voltaire/#reviews)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/166781/Voltaire/)

[View all alternatives](https://www.capterra.com/p/132779/NowCerts/alternatives/)

## FAQs about NowCerts

Overview

### What problems does NowCerts solve?

NowCerts solves scattered client records, slow certificate issuance, manual commission tracking, and cumbersome agency workflows by centralizing policy data, ACORD forms, downloads, tasks, and self-service COIs in one cloud system. Independent agencies, CSRs, producers, and startup insurance teams benefit most from faster servicing, easier onboarding, and reduced data entry.

Answer based on 118 reviews

Overview

### Which roles and teams benefit most from NowCerts?

NowCerts is most used by insurance agency owners, principals, presidents, and managers who need visibility into policy activity, reporting, and day-to-day operations. Agents, producers, account managers, and customer service teams rely on it to manage client records, process renewals, track communications, and keep servicing workflows organized.

Answer based on 145 reviews

Overview

### What company size and specific industries is NowCerts built for?

NowCerts is designed for independent and captive insurance agencies that manage commercial and personal lines books of business. It fits agency-sized organizations running day-to-day operations, rather than general businesses, and is built for the insurance sector.

Features and Usability

### What are the key features of NowCerts?

NowCerts includes core agency management features like client management, policy management, task tracking, and commissions management. Differentiating features include certificates of insurance, self-service client portal access for issuing certificates, carrier downloads, Acord forms, and integrations through an open API and Zapier for connecting other insurance systems.

Answer based on 82 reviews

Pricing

### How much does it cost and what fees or limitations are included?

NowCerts starts at $99/month for Essentials, which includes one user; Professional is 149/month for two users, and Business is 295/month for five, with extra users at 39 each. A free trial is available. Reviewers often call it affordable, though some reported price changes over time.

Answer based on 27 reviews

Integrations

### Which third-party tools and platforms does NowCerts integrate with?

NowCerts integrates with 10 third-party tools, including Gmail, Google Drive, OneDrive, QuickBooks Online Advanced, Twilio, Zapier, Keap, and airSlate SignNow. It also connects with insurance-specific platforms such as IVANS Download and TurboRater, covering communication, document storage, accounting, e-signature, and workflow automation.

Answer based on 14 reviews

Getting Started and Support

### How easy is it to onboard and train a team on NowCerts?

NowCerts offers live online sessions, webinars, videos, and documentation, which helps most staff get started quickly, especially new users and small agency teams. Admins and teams migrating data or setting workflows typically need more time. Reviewers describe the learning curve as manageable with training, but overwhelming if users skip it.

Answer based on 29 reviews

Getting Started and Support

### What customer support options does NowCerts offer, and how do users rate the experience?

NowCerts offers email/help desk, FAQ/forum, phone support, 24/7 live representatives, and chat. Users often describe support as fast, responsive, and helpful, with quick callbacks, patient training, and openness to product suggestions. Some users report occasional difficulty getting timely help or unresolved issues, especially during setup or more complex workflows.

Answer based on 82 reviews

Certificates

### How well does NowCerts handle insurance certificates?

NowCerts makes certificate creation and delivery fast for many insurance agencies, especially small teams handling daily COI requests. It supports self-service client access, email and mail delivery, and repeat certificate tracking, though some users report setup confusion, population errors, and occasional issues when editing certificate holders or additional insured details.

Answer based on 29 reviews

## Features

AI summary

Based on 467 Insurance reviews

Capterra data shows that buyers of insurance software rank the following features as their top priorities:

-   **Insurance Policy Management** (**57%** of reviewers rated this feature as critical)
-   **Policy Management** (**52%**)
-   **Document Management** (**54%**)

NowCerts supports all three features that reviewers rate most highly: **Insurance Policy Management**, **Policy Management**, and **Document Management**. Together, these capabilities help businesses manage policy details accurately, keep coverage records organized, and store important files in one place, allowing teams to handle client information more efficiently and maintain smoother day-to-day insurance operations.

Insurance Policy Management

5.0 (4)

100.00% of 4 reviewers that rated this feature as important or highly important

Create, administer and manage insurance policies for various customers and insurance lines

Document Management

4.7 (3)

66.67% of 3 reviewers that rated this feature as important or highly important

Store, manage, and track all electronic documents in a centralized location

Activity Tracking

5.0 (2)

50.00% of 2 reviewers that rated this feature as important or highly important

Track and document all activities across devices, networks, and other systems

Commission Management

5.0 (4)

75.00% of 4 reviewers that rated this feature as important or highly important

Tracking, calculating, and paying commissions and earnings to employees

Contact Management

4.8 (4)

75.00% of 4 reviewers that rated this feature as important or highly important

Manage, organize, and store contact information

Claims Management

5.0 (3)

66.67% of 3 reviewers that rated this feature as important or highly important

Process of submitting and following up on claims with insurance companies

NowCerts 85 features

### All Features
- Access Controls/Permissions: Define levels of authorization for access to specific files or systems
- Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
- Accounting Integration: Integrate with a third-party accounting system
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- Activity Tracking: Track and document all activities across devices, networks, and other systems
- Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
- API: Application programming interface that allows for integration with other systems/databases
- Audit Trail: A record of all activities within the system, including user access, changes made, etc.
- Billing & Invoicing: Create, manage, and send invoices or bills to customers
- Broker/Agent Portal: Online portal for brokers/agents to add, edit, update or access required information
- Calendar Management: Track and manage schedules and meetings via an integrated calendar
- Cancellation Tracking: Track cancellations of policies, accounts, orders, appointments, etc.
- Case Management: Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process
- Claims Management: Process of submitting and following up on claims with insurance companies
- Claims Settlement: Process of paying the insurance sum to the policyholder
- Claims Tracking: Process of tracking new and submitted claims and the status of submitted claims
- Client Management: Manage contact details and communication with clients
- Client Portal: Private online space that lets businesses securely share documents and provide information access to clients
- Commercial: Specialized for organizations who focus on commercial projects and processes
- Commission Calculations: Calculate employees' commissions based on certain rules
- Commission Management: Tracking, calculating, and paying commissions and earnings to employees
- Comparative Insurance Rating: Rate insurance claims based on comparative instances
- Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier
- Configurable Workflow: Configure existing workflows to meet your organization's needs
- Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc.
- Contact Management: Manage, organize, and store contact information
- Customer Accounts: Record customer information, purchase history, and other notes
- Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc.
- Customer Portal: A website or login for customers to access information
- Customizable Branding: Add customized logos and colors to align with company branding
- Customizable Fields: Customize data fields to support various needs and use cases
- Customizable Forms: Customize contracts and forms to collect specific information
- Customizable Reports: Alter the layout and content of reports
- Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
- Data Import/Export: Import and export data to and from software applications
- Digital Signature: Electronic signing method that validates the authenticity and integrity of a digital document
- Document Imaging: Convert paper files into digital images
- Document Management: Store, manage, and track all electronic documents in a centralized location
- Document Storage: Store and organize documents in a centralized system
- Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file
- Electronic Payments: Electronically collect payments for goods or services
- Email Management: Manage, store and organize emails within the system or via third-party apps
- Email Marketing: Create and send email blasts/campaigns
- For Insurance Industry: Intended to be used by insurers
- Forms Management: Store, manage and track all forms in a centralized location
- Insurance Eligibility Verification: Checking eligibility of patients for different insurance claims
- Insurance Management: Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage
- Insurance Policy Management: Create, administer and manage insurance policies for various customers and insurance lines
- Insurance Policy Processing: Process new insurance policies or modifications to existing policies.
- Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes
- Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process
- Life & Health: Businesses operating within the life and health insurance sectors
- Lifecycle Management: Manage the end-to-end lifecycle, from initial setup/development to deployment and maintenance
- Marketing Automation: Automate workflows and trigger campaigns based on customer actions
- Mobile Access: Access software remotely via mobile devices
- Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user
- Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.
- Policy Issuance: Process of creating insurance policies and assigning them to policyholders
- Policy Library: A repository of all past and existing policies
- Policy Management: Create, manage, and track policies and procedures within an organization
- Property & Casualty: Specialized for companies in property and casualty (P&C) insurance sector
- Quotes/Estimates: Generate quotes or estimates for customers
- Rating Engine: The calculation of a price/premium based on specific variables.
- Real-Time Analytics: Analyze and gain insights into data in real-time
- Real-Time Data: Receive data and information in real time
- Real-Time Updates: Receive system updates as soon as any changes are made
- Referral Tracking: Log and store the source of contacts/leads
- Reinstatement Tracking: Track policy reinstatements after policies have been canceled
- Reinsurance Administration: Consolidation of data from multiple sources, products, and systems to manage the reinsurance process.
- Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
- Renewal Management: Manage and track the renewal process for various services, subscriptions, contracts, or licenses
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
- Risk Assessment: Initiate collection and analysis of known risks
- Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria
- Secure Login: At least a username and password is required to access the system
- Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information
- SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
- Status Tracking: Track the status over time for a request, process, asset, or transaction
- Task Management: Create, manage and track all task activities and progression
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Underwriting Management: Manage the review process to determine financial risk on a loan or application
- User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
- Version Control: Track revisions and updates made to files and navigate between different versions
- Workflow Management: Create, design and manage workflows for repetitive tasks

---

Get Advice

We can help you find the software with the features you need.

Features

4.7 (141)

4.7

Based on 141 reviews

## Pricing

Value for money

4.9 (134)

Free Trial

[View pricing plan details](https://www.capterra.com/p/132779/NowCerts/pricing/)

Essentials

$99.00

Flat Rate,Per Month

It includes:

-   Online Support Center
-   10 GB File Storage

Professional

$149.00

Flat Rate,Per Month

It includes:

-   Video Conferencing Support
-   25 GB File Storage
-   Up to 3 API Integrations

Business

$295.00

Flat Rate,Per Month

It includes:

-   Video Conferencing Support
-   100 GB File Storage
-   Unlimited API Integrations

Enterprise

Contact Vendor for Pricing

It includes:

-   Whitelabeled URL
-   Dedicated Account Manager
-   1 TB File Storage
-   Custom Integrations
-   Unlimited API Integrations

Value for money

4.9 (134)

4.9

Based on 134 reviews

## Integrations

[

Google Drive](https://www.capterra.com/p/161425/Drive/)[

Gmail](https://www.capterra.com/p/202338/Gmail/)[

OneDrive](https://www.capterra.com/p/161304/OneDrive/)[

Zapier](https://www.capterra.com/p/130182/Zapier/)[

Keap](https://www.capterra.com/p/76390/Infusionsoft/)[

QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/)[

airSlate SignNow](https://www.capterra.com/p/154418/SignNow/)[

Twilio](https://www.capterra.com/p/180158/Twilio-Communications-Platform/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.9 (146)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.9 (146)

4.9

Based on 146 reviews

## User reviews

Overall rating

4.8

Based on 150 reviews

Filter by rating

5(117)

4(32)

3(1)

2(0)

1(0)

Mentioned topic

Sorted by most recent

SC

Stacey C.

Accountant

Insurance

### "Awesome Tech Service"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

September 30, 2025

I love it. I might be biased since this is my first experience with a management system. I have also made friends there since it was quite the steep learning experience for me.

Pros

The Best team! I have had a great experience with the tech team since they will talk with you and hear out any issues that you are having.

Cons

It can run slow if you do not log out. But that is probably the only real issue I have since I am pretty experienced with it.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

DR

Damon R.

Principal Agent

Insurance

### "Insurance Scout Partner Nowcerts "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

6/10

August 25, 2025

On a scale from 1-10 I would say our overall experience is a 5, customer service is amazing. The program has a lot of features, but there are too many that over take the most necessary features.

Pros

The open platform of the program, which allows for integration with other programs used in our industry.

Cons

The flow of the program seems detached, areas of frequent use or areas we use, seem to be difficult to locate, many layers to get through. The layout seems a little clunky

Alternatives considered

[Vertafore AMS360](https://www.capterra.com/p/113472/Vertafore-AMS360/)

[HawkSoft CMS](https://www.capterra.com/p/79412/HawkSoft-CMS/)

Reasons for choosing NowCerts

Cost reasons mostly, it was cost effective

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

CW

Chad W.

Agent

Insurance

### "New to using AMS"

4.0

Overall Rating

4.0

4.0

Ease of Use

3.0

3.0

Features

5.0

5.0

Customer Service

4.0

4.0

Likelihood to Recommend

7/10

October 28, 2024

Pros

Clean design, a lot of features and integration possibilities.

Cons

Overwhelming to start and just learn the basic functions.

Alternatives considered

[QQCatalyst](https://www.capterra.com/p/36109/QQCatalyst/)

[HawkSoft CMS](https://www.capterra.com/p/79412/HawkSoft-CMS/)

Reasons for choosing NowCerts

Preferred the pricing structure of NowCerts - felt more in control of my data vs other options.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

BG

Brandon G.

President

Insurance

### "Best Web Based AMS"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

July 20, 2023

Wonderful. They're super helpful and responsive when issues arise. I'm a super small agency, yet they've added features based on my recommendations. Unheard of! Love them!

Pros

No software to download. Log into any browser and use. Ability for clients to download their own certs.

Cons

There's some wonky mechanics, but the benefits far out-weigh this

Alternatives considered

[Veruna](https://www.capterra.com/p/155983/Veruna/)

[Jenesis Software](https://www.capterra.com/p/119068/Jenesis-Software/)

[Vertafore AMS360](https://www.capterra.com/p/113472/Vertafore-AMS360/)

[Applied Epic](https://www.capterra.com/p/70671/Applied-Epic/)

[HawkSoft CMS](https://www.capterra.com/p/79412/HawkSoft-CMS/)

Reasons for choosing NowCerts

Value, web-based (we run on Macs), online service capabilites

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

July 31, 2023

Thank you Brandon for the awesome review! We are happy you are enjoying NowCerts and our Support.

GF

Gretchen F.

CSR

Insurance

### "Certificates made easy"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

January 16, 2023

Once you figure it out, it made doing certificates so much easier to do

Pros

Made doing Certificates easy, product is easy to use

Cons

Sometimes the information would be duplicated or not correct

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

January 23, 2023

Thanks for the kind words, Gretchen. We really appreciate your honest feedback. Trust that we are continually improving our software, service, and processes to better serve your needs. Again, thank you. ;)

CH

Chase H.

Principal Broker

Insurance

### "Nowcerts is Awesome"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

September 21, 2022

Great! The best people ! they are all very proactive to new ideas and this product is constantly evolving. The people

Pros

Great API and very good Zapier Integration

Cons

Slow, and difficult learning curve. Client portal not userfriendly enough for a customer to use.

Switched from

[EZLynx](https://www.capterra.com/p/102928/EZLynx/)

inability to gain useful API access. Half baked Zapier integration that does not provide access to any policy actions or data, no addresses, DOB, and very little actionable data about the contact. Inability to get anyone to respond to requests for API documentation to work around the shortcomings.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

November 9, 2022

We're glad that NowCerts is working well for you. We will continuously update and improve our system and services to give you more ease in doing your business. Again, thank you for doing business with us.

Suzanna N.

Dental Hygienist

Hospital & Health Care

### "My Review of NowCerts"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

0.0

0.0

Likelihood to Recommend

9/10

June 4, 2022

It Is easy to use because it is user friendly. It also has good tracking Software Product that has well designed features that are nice and helpful.

Pros

\-Value for money -Ease of Use -Excellent customer Support -Well designed features

Cons

The accounting section of it is a bit hard to understand.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

June 20, 2022

Thank you for sharing your experience with NowCerts, Suzanna! We're so glad to hear that our software was easy and intuitive for you. We've been working hard on improving the user experience of the software and we hope this has been reflected in your experience. Our team is always trying to make sure users have a great time using our product, so we are happy to know that's what happened for you!

LS

Laura S.

Partner

Insurance

### "Great Product Once Set Up"

3.0

Overall Rating

3.0

3.0

Ease of Use

2.0

2.0

Features

5.0

5.0

Customer Service

3.0

3.0

Likelihood to Recommend

2/10

June 9, 2021

Our agency ended up cancelling our subscription for service after struggling for months to complete set up. It is not as easy as a simple download and many of the features (that are helpful) needed to be manually set up. If agency has a dedicated individual that can facilitate the importing and set up of system it would be helpful, but trying to get it up and manage agency simultaneously did not work out as we hoped.

Pros

Functionality and reports are great. Ease of finding information

Cons

Difficult, labor intensive and cumbersome set-up.

Switched from

[QQCatalyst](https://www.capterra.com/p/36109/QQCatalyst/)

Product was more comprehensive than QQ but no disclosure about the indepth and involved set up of NowCerts so we stupidly made switch.

Alternatives considered

[HawkSoft CMS](https://www.capterra.com/p/79412/HawkSoft-CMS/)

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

June 10, 2021

Thank you for the honest review! We are glad that the reports and functionality were great for your agency! However, we are sad to see that you felt onboarding was not up to par for your agency. We have onboarding training free of charge to new subscribers that is available to utilize and have also improved the onboarding experience even more in the last year. We hope that if you decide to look for another AMS in the future that you would keep us in mind and not hesitate to reach out if you need more assistance with getting started again.

JP

Jordan P.

Manager

Insurance

### "Its been okay.."

4.0

Overall Rating

4.0

4.0

Ease of Use

2.0

2.0

Features

4.0

4.0

Customer Service

2.0

2.0

Likelihood to Recommend

7/10

April 29, 2021

We feel it has potential, but the customer service is lacking

Pros

We like the features that NowCerts has. I feel like it could have major potential, its just a matter of figuring it out

Cons

We were highly considering switching to NowCerts but we found it was a bit difficult to use, and it was hard getting help from customer service

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

April 30, 2021

We are extremely happy that you liked the system and we are sorry that you didn't feel that the customer service was up to par. We take our customer service to our clients very seriously and strive to make it the best experience for all. We'd love to hear from you as to when and how you contacted our Customer Service department so that we can look in to why this may have happened. We do hope that if you are looking for an AMS in the future that you will keep us in mind and give us another try. We also wish you continued success in your business. Thank you for the honest review.

DM

Danielle M.

ADMIN/HR/MNGR

Insurance

### "LOVE NOWCERTS"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

April 8, 2021

these guys are the best I have seen in automation for an insurance agency.

Pros

OMG.. sooo easy to use.. the program was made with the consumer in mind.. user friendly is an understatement.. and thier customer service is the best!!!

Cons

only not so nice thing I can say is I wish I would've known about them sooner.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Response from Vendor

April 12, 2021

Danielle, thank you so much for your review! We appreciate your kind words and look forward in helping with your agency's success!

[View all Reviews](https://www.capterra.com/p/132779/NowCerts/reviews/)

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