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NowCerts Agency Management

Agency management system offering commissions tracking, carrier downloads, and self-serve certificates.

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Overview

NowCerts Agency Management is an insurance agency management system designed to streamline agency operations with over 50 features including commissions tracking, carrier data downloads, and self-serve certificate issuance.

The system supports integration with more than 300 carriers and offers over 40 reports to help agencies manage their business effectively. It includes tools such as task management, invoicing, endorsements, email synchronization, and access to ACORD forms.

NowCerts is hosted in a secure environment with encryption and authentication, and incorporates artificial intelligence features to enhance agency intelligence and operational efficiency.

Key Features

  • + Self-serve certificate issuance
  • + Commissions tracking for agencies and agents
  • + Automated carrier data downloads
  • + Task manager for projects and assignments
  • + Invoice and receipt management
  • + Access to ACORD forms in PDF and HTML
  • + Email synchronization across accounts
  • + Loss runs retrieval and management

Integrations

Google DriveGmailIVANSQuickBooksACORDFormstack SignInfusionSoftZapier
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