NowCerts
Cloud agency management system for independent insurance agencies, with self-serve certificates and published monthly plans.
- Starting price
- From $99 / month
- Free trial
- 30-day free trial
- API
- Developer REST API and Zapier; the number of API integrations depends on the plan
Overview
NowCerts is a cloud agency management system for independent insurance agencies, covering client and policy records, certificates, carrier downloads, commissions, the sales pipeline and an insured portal in one browser-based system. The vendor addresses it to agencies from a single agent up to firms with several offices. It is sold as a monthly subscription in four plans that differ by included users and features, with a 30-day free trial; the top plan is priced on request.
Our take
Pick NowCerts if you run a small independent agency, alone or with a few staff, and want to weigh a monthly figure you can read up front against your current system before any sales call. Agencies whose commercial clients ask for certificates every week gain the most, because that work moves off the CSR's desk. If personal lines quoting drives most of your day, compare it with a system that puts the rater next to the client record rather than behind an integration.
Key Facts
| Category | |
|---|---|
| Starting price | From $99 / month Essentials plan with 1 user included; Professional includes 2 users and Business 5. Additional user licences cost extra. |
| Free trial | 30-day free trial |
| API | Developer REST API and Zapier; the number of API integrations depends on the plan |
| Users | 1, 2 or 5 users included depending on plan; the Enterprise plan is listed for 50+ users |
| Hosting | Cloud-based, used in a browser |
Features
- Clients and policies
- Client and policy records with endorsements that log every change, document storage, notes and reminders per policy, all ACORD forms in PDF or HTML filled from the record, and a claims module for tracking and submitting claims
- Lines of business and markets
- Property and casualty: certificates and a loss runs module for commercial accounts, personal lines quoting through rater integrations; broker and wholesaler functionality and online MGA integration are listed in the plans
- Comparative rating and quoting
- Integrations with outside comparative raters, named as TurboRater and Applied, for personal lines quotes from one application; a quote form for the agency website feeds prospects into NowCerts
- Carrier downloads and connectivity
- Automated policy updates from carrier databases through IVANS, which the vendor says covers downloads from over 250 carriers, and Ebix TEAM-UP; eServicing access to carrier portals is listed in the plans
- Sales pipeline and renewals
- Sales pipeline management with prospect tracking and CRM automation campaigns, a renewal center with reminders before renewal, and automated pending-cancellation messages to customers
- Commissions and agency accounting
- Tracking of agency and agent commissions, agency fees and carrier fees, commission reconciliation, billing and accounting with invoices, receipts and refunds, and a QuickBooks integration
- Client portal and certificates
- Insured portal where clients view policy details, issue their own certificates, request policy changes, pay and sign documents; the vendor states portal accounts and certificates sent through the system carry no extra charge
- Compliance records and audit trail
- Every policy change is recorded as an endorsement, and notes and reminders are kept per agency, customer or agent
- Reports and exports
- Over 40 prepared reports with filters, custom and scheduled reports, a customizable user dashboard and data export to Excel
- Integrations and API
- Developer REST API, Zapier, Twilio for texting, QuickBooks, Outlook and Google email and calendar, OneDrive and SharePoint, telephony and lead generator integrations
Integrations
- IVANS
- Ebix TEAM-UP
- TurboRater
- Applied
- QuickBooks
- Zapier
- Twilio
- Microsoft Outlook
- Google G Suite
- Microsoft OneDrive
- Microsoft SharePoint
Deployment and Support
- Deployment
-
- Cloud (SaaS)
- Support
-
- Email helpdesk
- Phone
- Onboarding
-
- Documentation and knowledge base
- Guided onboarding
- Company size
-
- Freelancers
- Small and mid-sized
Pros and Cons
Strengths
- Published monthly plans from $99, with a 30-day free trial
- Insured portal where clients issue their own certificates, request changes and pay
- Carrier downloads through IVANS, which the vendor puts at over 250 carriers
- Tracks agency and agent commissions, fees and carrier fees, with reconciliation
Limitations
- The vendor site describes quoting only through integrations with outside raters
- Enterprise plan price not published
- The pricing table and the FAQ on the vendor site give different prices for an additional user
Pricing
-
Essentials
$99
Per month, 1 user included.
-
Professional
$169
Per month, 2 users included.
-
Business
$349
Per month, 5 users included.
-
Enterprise
Not stated
For 50+ users; price on request.
Alternatives and Comparisons
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