NowCerts Reviews

Pros

Coming from QQ Catalyst, NowCerts is 100x better. They have detailed training video's explaining step by step what you need to do to get setup. There's a lot to the system but once you work with it for a bit you will learn as you go. For what you get, the price is terrific as well.

Cons

There is more of a learning curve than I expected. Also, there is a lot going on in terms of the layout which can be a bit intimidating at first. I would like to see a cleaner interface.

Alternatives Considered

Reasons for Choosing NowCerts

Reasons for Switching to NowCerts

Pros

What I appreciate most is not necessarily the software, but rather the responsiveness of the company that runs it. I first tried the system for a few months about 4 or 5 years ago. It did not have all the features I was looking for, but the most critical missing piece was HIPAA compliance. I brought it to their attention and the next year they reached out to me letting me know they had upgraded to new servers with HIPAA security compliance, but I had already chosen a different provider. Now, years later, I began looking again through MANY different CRM/AMS systems. They have implemented so many features that I had asked for previously and they are very responsive when I inquire about anything.

Cons

They are still lacking a little in the Medicare arena. While they did add a Medicare info section to the Client profile, the Product list only has "Health" in general, not Medicare Advantage, Medicare Supplement, Part D, nor other senior products like Critical Illness and Long Term Care. I find this to be a common oversight of many P & C AMS systems that are trying to cater to all lines.
Also, while they have made a good effort at integrations, it is missing a few that are important to us: our rater (EZLynx), our current VOIP system (phone.com), etc...

Alternatives Considered

Reasons for Choosing NowCerts

Switched From

Reasons for Switching to NowCerts

Pros

Functionality and reports are great. Ease of finding information

Cons

Difficult, labor intensive and cumbersome set-up.

Alternatives Considered

Reasons for Choosing NowCerts

Pros

I love this system. As a broker/owner for over 30 years, I have seen every system you can imagine. At every Association Expo, I see new systems. Nothing compares to NowCerts. It is so easy to use. The intuitiveness of flow and adding new customers is a breeze. The information I have available to me is so easy. I hope they don't get bought out like every other innovative company.

Cons

Prices change every damn year! I know that prices go up...but this has been a roller coaster. The only reason I stick is because I love the system. I'm willing to pay what they want, up to a point. That point is very very soon. At a certain level, it loses its value...and you're willing to go back to something inferior just to teach them a lesson on how to treat a customer as something other than a checking account.

Pros

The look & feel of the dashboard isn't as overwhelming with other systems. Once you understand how it works, there are so many possibilities.

Cons

Anticipation of the changes coming in the 2.0 version.

Alternatives Considered

Reasons for Choosing NowCerts

Switched From

Reasons for Switching to NowCerts

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

Reasons for Switching to NowCerts

Pros

Great API and very good Zapier Integration

Cons

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

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

Reasons for Switching to NowCerts

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

Reasons for Choosing NowCerts

Reasons for Switching to 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.

Pros

I love how easy it is for someone new to the industry like me. But I like the fact even more how available and easy to get ahold of all of the staff is at NowCerts. I can tell you in the few years of owning an independent agency that the bigger players direct you to a callcenter and other means and you sit on hold, etc. Additionally they have a ton of training videos that make it easy to use and if they don't have the one you are looking for then they will make sure you know how to do whatever task you need to. I have had no problems with setting up IVANS downloads as well and again for the money this is great software!

Cons

There are some aspects of the software that is a little clunky still like the integration between "SignNow" and Nowcerts. I have yet to be able to send something via email in nowcerts that didn't require me to log in separately to SignNow and create an additional e-sign request which can become tedious. Furthermore, it can be difficult migrating multirater data from like ez-lynx, so you end up filling out application twice in some cases when you use NowCerts and a different multirater.

Pros

NowCerts thought of everything. They're leaps and bounds ahead of most insurance management systems out there and they're constantly adding new features and ways to link it to other functional systems out there via Zapier. This alone has opened a ton of functionality and automation that saves us time and money.

Cons

There are so many features, that it takes a while to figure them all out. We've been using it for a couple years now and we're still coming across new features that we can use that we didn't know were there, or new ways to use features. It takes a little while to wrap your head around it all so you can see how it all works together.

Pros

Integration and the ease to send forms, id cards, cois, etc... saves a lot of time!

Cons

When you do a search of an Insured, that begins with a number, it seams like it dont work!

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!

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.

Pros

Pretty straight forward in its usage - once you get the approach that NowCerts uses to store and organize the data and the usefulness of the data that has been put in this data base.

I like that I can access it via my phone, too!

Cons

sometimes it is slower to response in saving and or locating a data file - but it might be my system.

It does not have two address data bases - mailing vs physical address vs alternative address

Pros

Easy of use, web based and stellar customer service, if you have any issue they will be on it and will find a fix for you.

Cons

Nothing really as when there is an issue [SENSITIVE CONTENT HIDDEN]
and his team are always available.

Pros

I have been in this business for 42 years and this has to be the best Management System I have used over all the years. The staff and management of Now Certs are very receptive to updates and suggestions. I also appreciate the great customer service! I will highly recommend this product to other agencies.

Cons

I have not had any issues with the software.

Pros

I have used several management programs in the past and NowCerts has been by far the most user friendly. Their customer service team has been so wonderful to work with.

Cons

The only issue that I have is that some of my downloads have duplicated. Nowcerts said this is a problem with the companies that are downloading but they are saying it is a problem with my management system.

Pros

The layout looks nice & clean and intuitive.

Cons

If I can remove or hide all the unused navigation tabs for Personal Lines.

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.

Pros

Ease of use, functionality, integration, flexibility...it is cutting edge and leading the industry in the way it needed to go 10 years ago!

Cons

Some delays occur when changing from screen to screen

Pros

Easy and Very Effective to use, everything i need to do i am able to do with ease.

Cons

The only thing i wish was different is that when on my Dashboard and reviewing my tasks or prospects and i wanna backpage to last page

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 :)

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.