# NowCerts Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is NowCerts the right Insurance solution for you? Explore 150 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/132779/NowCerts/reviews --- NowCerts 4.8 (150) [View alternatives](https://www.capterra.com/p/132779/NowCerts/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of NowCerts Ease of use 4.7 Customer Service 4.9 ## Pros and Cons in Reviews SC Stacey C AccountantInsurance, 2 - 10 employeesUsed the software for: More than 2 years. “I have also made friends there since it was quite the steep learning experience for me.“ September 30, 2025 DR Damon R Principal AgentInsurance, 2 - 10 employeesUsed the software for: More than 2 years. “The program has a lot of features, but there are too many that over take the most necessary features.“ August 25, 2025 BG Brandon G PresidentInsurance, 2 - 10 employeesUsed the software for: More than 2 years. “They're super helpful and responsive when issues arise.“ July 20, 2023 DR Damon R Principal AgentInsurance, 2 - 10 employeesUsed the software for: More than 2 years. “The layout seems a little clunky“ August 25, 2025 Suzanna N Dental HygienistHospital & Health Care, 11 - 50 employeesUsed the software for: I used a free trial. “Well designed features“ June 4, 2022 CH Chase H Principal BrokerInsurance, 2 - 10 employeesUsed the software for: More than 2 years. “Client portal not userfriendly enough for a customer to use.“ September 21, 2022 GF Gretchen F CSRInsurance, 11 - 50 employeesUsed the software for: I used a free trial. “Made doing Certificates easy, product is easy to use“ January 16, 2023 Suzanna N Dental HygienistHospital & Health Care, 11 - 50 employeesUsed the software for: I used a free trial. “The accounting section of it is a bit hard to understand.“ June 4, 2022 ## Showing most helpful reviews Showing 1-25 of 150 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Elizabeth D. Agency Owner Used the software for: 6-12 months ### "Excellent customer service and response time!" June 27, 2018 5.0 Pros I am SO impressed with how quickly they respond to me within minutes when I have a concern. I was so concerned moving agency management systems, actually started the move when I was in CA for a memorial service and trying to get this organized,it wasn't seamless, but let me tell you, they were so responsive with all of my concern literally they resolved my problem in 24 hours. So recently I had another issue with commotions while i was trying to work on my E&O renewal, I was frustrated I had not set up my companies correctly, team grabbed the problem, saw a few other issues and got back to me within less than 20 minutes! I LOVE this management System, worth EVERY darn penny I pay!!! Cons There a no cons, they are great! Fast responses and if they don't think they can resolve it via email, they pick up the phone and call me. Review Source Response from NowCerts June 27, 2019 Thank you Elizabeth for your kind words. We are happy you are enjoying NowCerts. We try to offer the best AMS features and quality customer service at the most affordable price. We appreciate the feedback from our valued clients like you. CG Clyde G. Agent Insurance Used the software for: Less than 6 months ### "Transitioning to NowCerts" July 18, 2019 4.0 Honestly, just tracking all of the various aspects of a commercial account can be daunting. While the data entry demands can be interesting, the ease of use is a huge factor. Just one example; we can get a request by email for an Acord 25, enter the certificate holder into, create the Cert Master (assuming we hadn't already done so, and have it out to the certificate holder, insured and a copy for the files in 10 minutes. Very efficient. Pros We had been using a CRM system to perform the agency management tasks as well. While this worked OK in the beginning we quickly outgrew the capabilities. After trying NowCerts for the free trial period, it became indispensable to us. And we still haven't found all it can do. Nothing is perfect including NowCerts. But the power it has to deal with new business, billing, and renewals is great. Cons I would like to see a bit better integration of the email and calendar. We still mostly use our Gmail applications. Also, I would like to see an integration for Xero, accounting software. Our payroll system and Xero talk together and it would be great if the accounting functions in NowCerts did also. Reason for choosing NowCerts We went through web presentations for several competitors. NowCerts was the easiest to use while handling complex tasks. Switched from [Spotler CRM](https://www.capterra.com/p/88929/Really-Simple-Systems-CRM/) We needed to handle a great deal of information for our primarily commercial products insureds. NowCerts makes that easy. Review Source Response from NowCerts July 23, 2019 Thanks for the kind words, Clyde. 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. ;) PS Paul S. Vice President - Commercial Lines Insurance Used the software for: 2+ years ### "Great Concept - Needs a little bit of polish" June 7, 2019 4.0 My overall experience has been positive and I have seen the potential with this software. In my opinion this software needs a little more "polish" before I may recommend it to colleagues with larger agencies. Pros 1 - Web based. Multiple clients are able to be open at the same time using browser tabs. 2 - Integrates with other technologies to provide a comprehensive experience. 3 - Intuitive and easy to get comfortable with. 4 - At the end of the day I was able to get my work done 5 - AWESOME customer service! Thank you Peter!!! Cons 1 - Software hiccups - items that are not insurmountable, but are annoying and time consuming. I can name at least 3. 2 - No mobile portal. 3 - No formal training provided. This could be seen as a plus as I was able to pretty much figure most of how the software operates on my own. Unfortunately, I am still not certain of the full power of this software. 4 - The file management is not very well done and there are multiple places to store files and only a cumbersome way to view all the places/policies files are stored. Review Source Response from NowCerts June 27, 2019 Thank you Paul for the thorough and honest review of NowCerts. We appreciate the feedback from our clients and do our best to meet your needs. Again, thank you. RC Rich C. Owner Insurance Used the software for: 1-2 years ### "Two Big Thumbs Up for NowCerts" July 23, 2019 5.0 Pros Being able to store all your clients information and issue certificates easily is such a blessing. The video tutorials were a big help, since getting adjusted took a little time, but the best thing about NowCerts is the customer support across the board. The reps, and everyone else, they all make sure you get what you need when you need it. More importantly, they all work with a smile on their face because they like what they do. To be honest I should probably troubleshoot a little more, but at times I don't because I look forward to talking with them. Cons Like any software, sometimes there are glitches, but they are very good about addressing and correcting the issue, normally within a couple of hours. As rare as this has happened though, it's never effected our business. I do wish the email platform was a little more robust. Alternatives considered [Vertafore AMS360](https://www.capterra.com/p/113472/Vertafore-AMS360/)[HawkSoft CMS](https://www.capterra.com/p/79412/HawkSoft-CMS/) Reason for choosing NowCerts Initially because of pricing. NowCerts was considerably less on a monthly basis . Review Source RR Richard R. President Insurance Used the software for: 2+ years ### "The Best Agency Management System!" June 3, 2019 5.0 I really like how Nowcerts has given me a handle on the business that I am writing and help me communicate cancellations and renewal information better with my insureds. This is helping me reduce the cancellations and lapsed policies Pros The features are customizable for our agency. We can add forms that map data from Nowcerts or reverse-map data to Nowcerts. We can integrate from Website or between different programs. I love the daily cancel emails when insured is in cancel status. Cons I would like a little more flexibility with reports on the design and data that is put into them. Alternatives considered [Applied Epic](https://www.capterra.com/p/70671/Applied-Epic/)[EZLynx](https://www.capterra.com/p/102928/EZLynx/)[HawkSoft CMS](https://www.capterra.com/p/79412/HawkSoft-CMS/) Reason for choosing NowCerts I considered the size of my agency with the overall cost of these systems. Nowcerts gave me the most features at a reasonable cost. Review Source Response from NowCerts June 27, 2019 Thank you for sharing your experience with NowCerts, Richard. We are happy to be part of your success. Thank you for the support. =) WS Wesley S. principal Insurance Used the software for: 2+ years ### "Awesome Product" July 17, 2019 4.0 I have been very pleased with my experience. Every week the software has improved. Pros Had everything we wanted in agency management system downloads, self service COIs, cloud based with open API. Cons Lots of clutter on the dashboard. I would like to see where I can add the information I find valuable. Customized. Switched from [QQCatalyst](https://www.capterra.com/p/36109/QQCatalyst/) We were looking for a product that had more capabilities for commercial insurance, and felt others we reviewed were only set up for personal lines. Review Source Response from NowCerts July 23, 2019 Thanks for taking the time to bring this to our attention, Wesley. We will use the feedback to make us better. Rest assured that NowCerts is continuously improving its system to better serve you. Thank you for the trust and support. ;) JS Jacqueline S. Principal Agent Insurance Used the software for: 2+ years ### "Very Happy!" July 16, 2019 5.0 Overall we are very pleased with NowCerts. Pros The training and support that comes with NowCerts is the best. Every issue or need we have had they had a solution for and are always very quick to respond. Cons I wish that it had more life & health functionality. Reason for choosing NowCerts We chose NowCerts for the cost initially but have stayed for the customer service. Switched from [EZLynx](https://www.capterra.com/p/102928/EZLynx/) We needed a more commercial-friendly program. Review Source Response from NowCerts July 23, 2019 We appreciate you and thank you for your loyalty and trust, Jacqueline! We are happy you are enjoying NowCerts. If you need further assistance, just let us know and we'll be glad to help you. SG Sean G. Owner Insurance Used the software for: Less than 6 months ### "Good, But Could Be Great" June 11, 2019 4.0 I have found the staff to be very supportive and easy to get a hold of. There are still some issues that have yet to be resolved such as how data pulls in from carrier downloads, how the parent folders are created for uploading files and some automation functions. Pros The Open API Software that's compatible with many raters, Quickbooks, RingCentral & Many other useful softwares. Also, my last AMS was an offline platform so this is a much more convenient solution for working on the go. Cons Don't like how data pulls in with duplicate contents that have wrong info or lack info. Don't like how cluttered some of the information is and how the user cannot customize fields they want to see/don't want to see. The interface is sometimes clunky/lags. Alternatives considered [QQCatalyst](https://www.capterra.com/p/36109/QQCatalyst/) Reason for choosing NowCerts Other agents that I respected recommended this product. Review Source Response from NowCerts June 27, 2019 We appreciate you and thank you for your honest feedback, Sean. rest assured that we are continually improving our software, service, and processes. Thank you for your business with us. =) JF Juan F. Managing Partner Insurance Used the software for: 2+ years ### "Perfect for my trucking agency" July 22, 2019 5.0 The NowCerts team is always working on making things better and are very helpful when we have issues with their system. Pros It has been great for my independent insurance agency that writes mostly trucking for hire. Cons Some of the reports are difficult to understand Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing NowCerts Price and how easy it was to set it up and get going! Review Source TA Tara A. Agent/Producer Insurance Used the software for: 6-12 months ### "NowCerts " July 16, 2019 5.0 Satisfied using NowCerts vs other management systems due to the simplicity & accessibility. Pros Ease of accessing the program/site. The ease of uploading documents, entering data & finding information. Cons The accounting is confusing, too busy of appearance. Switched from [Vertafore AMS360](https://www.capterra.com/p/113472/Vertafore-AMS360/) Accessibility, having to have IE/Parallelz, cost, features. Review Source Response from NowCerts July 22, 2019 Thank you for the honest feedback, Tara. This kind of review helps us better NowCerts. If you need further assistance, just let us know and we'll be glad to help you. ;) KW Kalvin W. Agent Insurance Used the software for: 2+ years ### "Excellent features and customer service" June 7, 2019 5.0 NowCerts has done a great deal for our agency, from helping us track production, to smoothing our are administrative functions, to saving us money each month. I would absolutely recommend it. Pros NowCerts offers all the features we were looking for in agency management software, and more. We moved over from another popular system, had our data imported quickly, and proceeded to save a great deal of money over our previous software. The customer service has been excellent, with quick responses to our questions, and help whenever we needed it. Early on, we had made a recommendation or two, which were implemented in the system pretty quickly. That's impressive service, from any company. Cons We moved over from a desktop application. Because NowCerts is web-based, it does move a bit slower, as the browser needs to load each page. That took some getting used to, when our last software responded almost instantly. A fair sacrifice, though. We saved a lot of money, and are getting much better service. Review Source Response from NowCerts June 27, 2019 Thank you for the high recommendation, Kalvin. We're glad that you're happy with NowCerts. We try to offer a very affordable solution for both new agencies as well as established ones. Thank you again! TG Tina G. Managing Agent Insurance Used the software for: 2+ years ### "There are a lot of choice out there and I would make the same decision again." June 13, 2019 5.0 Excellent Pros The system is extremely easy to use and the workflow function is appreciated. Customer service is prompt and has great communication skills. Before owning the agency I was a Director of Business Development and worked closely with our CRM systems (TAM and then AMS 360) and I would get frustrated with the limitations and the bandaids they developed over the years to work through upgrades issues. When it came time to purchase my CRM system I knew I wanted a clear system that was easy to use and provided all the components needed. Cons Not much, sometimes there are glitches when your computer times out, but I have had those issues with all the systems I have worked on. Reason for choosing NowCerts Couldn't stand all the workarounds and bandaids the other systems had Review Source Response from NowCerts June 27, 2019 Thank you for allowing NowCerts to be your AMS of choice. We hope to serve you well into the future. Thanks again! KS Kayci S. Customer Service Rep Insurance Used the software for: Less than 6 months ### "Very impressed with ease of use & customer service!" June 3, 2019 4.0 NowCerts has been extremely responsive. Any time we come across an issue with our data that was imported from AMS360, they are quick to respond and fix the issue very quickly. They are also very open to criticism and any ideas we may have on how we could make NowCerts even better. Coming from a management system that was run by a large corporation that was hard to get a hold of, its refreshing to know that if we need help with anything in NowCerts, they are just a phone call or chat away. They have been awesome with providing training to all of our employees who need the extra help to get familiar with the management system change. Pros How easy it is to use and find the information I need quickly. There is a lot less clicking around compared to our previous Agency Management System AMS360 by Vertafore. Cons There's not much I don;t like about this system. If I had to choose something it would be the way the emails get attached to a customer. I love that your emails can get automatically attached to a customer, but there have been a few times where I have an important email I need to attach, and each time I try to attach that certain email It doesn't work. I know NowCerts it working on creating a better email platform, so I'm sure that will help! Reason for choosing NowCerts The pricing of NowCerts was unbeatable. For the product that you get, there really is no other alternative. And the software is very up-to-date, unlike most other Agency Management Systems. Review Source Response from NowCerts June 27, 2019 Thank you Kayci for the kind words. We work hard in providing proven and innovative solutions to the insurance industry. Thank you for your support. =) PB Pamela B. President Insurance Used the software for: I used a free trial ### "30 Year professional in technology development for agent and carrier integration management" June 3, 2019 5.0 P&C 90% Commercial 10% professional. Overall the experience has been great i have personally sent 4 other clients to your system. i will continue to express and press the importance of your system to any agency. Pros Some real though went into every aspect of this system. When you think of integration and ease of business this is what you imagine. But here it is. Live and simply and truly amazing. I was referred by one of your customers and i will admit had my doubts but you not only met my expectations but you blew away my exceeded expectations. If i had to use one word to describe you it would be OUTSTANDING. I am looking forward to working with you for the rest of my insurance career. Cons Would like to see more integrations from a desktop and management tool but based on the agents specific carriers like a comparative rater. if there was a way to complete the prospect and then integrate with all the systems i go into individually;y to get my best option it would save us an immense time and quicker responses to our commercial market clients. i am 90% Commercial and would love to have the options that personal lines enjoys. Would love to be apart of the agency communication board for this type of development. Can you or do you have this already started i am interested in joining if you do. Review Source Response from NowCerts June 27, 2019 Thank you for highly recommending us to your friends. We truly appreciate it. Trust that we will continue to improve our system and processes. Again, thank you for your support. MC Michelle C. Principal Insurance Used the software for: 2+ years ### "Now Certs is amazing!! " June 3, 2019 5.0 Pros The management of commercial certificates of insurance is amazingly easy!! The support provided by Now Certs is so helpful. Cons Although the online Now Certs training videos are very helpful, I would prefer written job aids on "how to dos". I would gladly send my CSRs to an online webinar and I would sit in a managers users group! Alternatives considered [EZLynx](https://www.capterra.com/p/102928/EZLynx/) Review Source Response from NowCerts June 27, 2019 Thank you for the wonderful review. Rest assured that we will take note of your feedback and our team will look into it so we can better serve your needs. Again, thank you. TR Tracy R. President Insurance Used the software for: 2+ years ### "NOWCERTS" June 11, 2019 5.0 I love this product. I does everything I need it to do and more, and the developers are constantly improving it. I started out with Nowcerts when I first opened my agency because of the affordability of it. Now I am I very glad I did and will continue using it as long as they are around. It integrates with everything. Pros I love that it does everything. It meets all of my needs and is very affordable. Cons It isn't the most user friendly system, but if there is something you have trouble with, they are always there to help. Review Source Response from NowCerts June 27, 2019 Thank you Tracy for your kind words. We are happy you are enjoying NowCerts. We try to offer the best AMS features at the most affordable price. We appreciate the feedback from our clients and do our best to meet your needs. =) MC Matt C. Owner Insurance Used the software for: 2+ years ### "So glad I discovered NowCerts" June 7, 2019 4.0 I started my agency back in 2015. It seemed that all my findings for a good management system were very outdated and not cost effective for a one man shop. Then I came across NowCerts. The pricing and system is exactly what I was looking for and seems to fill that much needed gap in a quality management system and pricing. Pros Cost Ease of use cloud storage Features Cons there seems to be a bit of downtime each week. doesn't last long, but it does seem to go down every now and then. Review Source Response from NowCerts June 27, 2019 Thanks for the kind words, Matt. Here at NowCerts, we try to offer a very affordable solution for everybody. rest assured that we try to avoid the down times. Thank you for the understanding and support. SS Steve S. Owner/Agent Insurance Used the software for: 6-12 months ### "NowCerts is Awesome!" June 7, 2019 5.0 Their customer service is outstanding! They are prompt, courteous and helpful. They are willing to help you customize the program so that your work process is simplified. Pros The ease of use and customization of the program is awesome! Cons Sometimes it takes multiple clicks to get to what we want. Alternatives considered [QQCatalyst](https://www.capterra.com/p/36109/QQCatalyst/) Reason for choosing NowCerts Customization of the program. Switched from [EZLynx](https://www.capterra.com/p/102928/EZLynx/) For customization of the program. Review Source Response from NowCerts June 27, 2019 Thank you for the awesome review, Steve. It is our goal to make our system as easy to use as possible and to allow as much customization as we can. Thank you for your support. =) JP Jessica P. CSR Insurance Used the software for: 6-12 months ### "Works great for our smaller agency!" June 3, 2019 4.0 Pros The ability to create Certificates of Insurance and keep up with them from year to year is a valuable tool. Our clients are happy with the feature to create an account and issue their own certificates 24 hours a day. Being able to list all units and drivers and convert the information into excel has helped our agency keep track of renewal information. Cons There are still a few of the forms that have not been mapped properly. It is hard to know where the information will be mapped. Our agency only used this software for Commercial Lines and it seems that there are still a few places within the system that have not been addressed. Review Source Response from NowCerts June 27, 2019 Thank you Jessica for your kind words. We try our best to give the best customer experience to all of our NowCerts clients, big or small. Thank you for your business and support. JH Jackie H. President Insurance Used the software for: 2+ years ### "The best AMS for the price" August 29, 2019 5.0 We have tried at least 3 agency management systems in the past, but the layout don’t look as nice & clean and intuitive as NowCerts. My staff is very happy with their “superfast” service. My partner loves \[SENSITIVE CONTENT HIDDEN\] because he is always open to new ideas to make their system better. Besides that, the support team always respond to our requests after business hour. Pros The layout looks nice & clean and intuitive. Cons If I can remove or hide all the unused navigation tabs for Personal Lines. Review Source GV Giovanna V. Business Manager Insurance Used the software for: 2+ years ### "Payment and renewal control" July 12, 2019 5.0 Pros I like to have the data of policies and to be able to warn my insured of a possible cancellation, thus we can prevent major inconveniences. Cons I like everything in it, perfect, including the controls we have with our schedules in the company. Review Source Response from NowCerts July 22, 2019 Thank you Giovanna for your kind words. We are happy you are enjoying NowCerts. We try to offer the best AMS features at the most affordable price. We hope to have you as a partner for many years to come. =) DS Dale S. Owner Insurance Used the software for: 6-12 months ### "A feature-packed AMS at a budget friendly price" July 16, 2019 4.0 NowCerts has allowed me to give my clients access to their own portal. This feature makes client communication and record keeping easy. This feature would cost a small fortune with any other management system, but it is included in the pricing of this system. Pros The best "bang for your buck" by far! There are so many features to this that the price almost feels like a scam. After using it for a year, I have very little to complain about. Cons There are random errors that I run into during invoicing and certificates that are typically not resolved right away. Review Source Response from NowCerts July 23, 2019 Thank you for letting us know know about this, Dale.. Your feedback helps us get better. We are looking into this issue and hope to resolve it promptly. Thank you for doing business with us. ;) LL Lindsay L. Principal Agent Insurance Used the software for: 1-2 years ### "Great for our business" July 18, 2019 4.0 We use it to manage our clients policies and certificates on a daily basis. Pros It's easy to use for our insurance brokerage and has a lot of features we love. Cons The invoicing and premium screens are difficult to navigate and understand when it doesn't auto download from a carrier in regards to inputting fees and taxes. Review Source Response from NowCerts July 23, 2019 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. =) KT Kimberly T. Principal/ owner Insurance Used the software for: 1-2 years ### "Best Management system I have used" June 3, 2019 5.0 I have used Applied TAM, Amsoft and AMS 360 and Now Certs is far better than these. Once you get the hang of it... The system works with you. Pros I like the ease of issuing Certificates and submitting applications. Also, the fact that it is web based, not windows based. Cons Sometimes things need to be entered twice in order to populate on forms Review Source Response from NowCerts June 27, 2019 Thank you for allowing NowCerts to be your AMS of choice, Kimberly. We are committed to improving our system and processes to better serve you. Thank you for the support/ DS Donna S. Principal Insurance Used the software for: I used a free trial ### "Amazing program!" June 13, 2019 5.0 I have been on the captive side of insurance and now independent. Captives provide their own agency management systems. NowCerts blows them away in their capabilities and ability to integrate with other programs. I am very satisfied with the system. Pros Sorry, I did not like just one thing about this program. I like multiple functions about this program. The popup is great (client calls in and their profile pops up, ease of completing acord form (takes me less time now), keeping track of premiums and more importantly commissions. Emailing, texting, integrations and on & on. Cons I would like a drag and drop feature when loading docs into the program. I understand the company is working on it. The drag and drop feature would save so much time. Review Source Response from NowCerts June 27, 2019 We are happy NowCerts is working well for you, Donna! We are continually improving our software, service, and processes. Thank you for letting us know how we can do better! Your feedback is highly appreciated. Again, thank you for the trust. 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