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About NowCerts
NowCerts is a cloud-based insurance solution designed for insurance agencies of all sizes. Key functionalities include commission tracking, task management, claims management, reporting, self-service certificates, reminders, calendars, dashboards and e-signature.
Users can create projects, assign tasks and track project progress. Acord forms are available in various formats which can be edited, signed, e-mailed, faxed and saved. The solution enables users to create invoices, make payments and issue receipts. Additionally, users can receive automated reminders as their renewal date approaches.
The solution lets users track agency and agent commissions, agency fees and carrier fees. Also, users are able to issue their own certificates. NowCerts integrates with multiple applications such as Google Drive, Gmail, QuickBooks, SignNow, Zapier and Twilio.
NowCerts is priced on a per month per agency subscription basis, and support is provided via an online helpdesk, email, live chat and over the phone.
NowCerts pricing
NowCerts does not have a free version but does offer a free trial. NowCerts paid version starts at USD 99.00/month.
Starting Price:
USD 99.00/month
Free Version:
No
Free trial:
Yes
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NowCerts Reviews
Feature rating
5 reviews of 149
View all reviews
Nik
- Industry: Insurance
- Company size: 2–10 Employees
- Used Daily for 1-5 months
-
Review Source
Value for Money
5
Features
5
Ease of Use
4
Customer Support
5
5
Reviewed on 07/11/2019
THE NEW AMS
NowCerts has allowed us to move away from expensive and clunky QQ Catalyst. They have a nice support team that will walk you through any questions and are very patient. They are currently working on Version 2.0 which we are excited about.
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
HawkSoft CMSReasons for Choosing NowCerts
Price, service and interface.Reasons for Switching to NowCerts
Price and they have a lot of third party integrations.
Aaron
- Industry: Insurance
- Company size: 2–10 Employees
- Used Daily for 1-5 months
-
Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
5
5
Reviewed on 27/07/2019
Everything you need
It is easy to figure out. It is browser based as opposed to needing a downloaded application like many larger systems do. And the price point is very competitive
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...
Reasons for Choosing NowCerts
Vertafore (owner of QQ Catalyst) promised excellent training and then did not follow through.Reasons for Switching to NowCerts
It does nearly everything they do with an easy-to-use system at a better price point and no contract. Best of all has been their customer service
Laura
- Industry: Insurance
- Company size: 2–10 Employees
- Used for 6-12 months
-
Review Source
Value for Money
3
Features
5
Ease of Use
2
Customer Support
3
3
Reviewed on 09/06/2021
Great Product Once Set Up
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.
Alternatives Considered
HawkSoft CMSReasons for Choosing NowCerts
Product was more comprehensive than QQ but no disclosure about the indepth and involved set up of NowCerts so we stupidly made switch.Response from NowCerts
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.
Replied 10/06/2021
Lawrence
- Industry: Insurance
- Company size: Self Employed
- Used Weekly for 2+ years
-
Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5
5
Reviewed on 25/07/2019
Best Agency Management Software on the Planet!
Other than the annual increases, they've been the most responsive and service oriented software company I've dealth with...and I've dealt with too many. They take ownership of their issues and make changes very fast.
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.
Gracie
- Industry: Insurance
- Company size: 2–10 Employees
- Used Daily for 6-12 months
-
Review Source
Value for Money
4
Features
4
Ease of Use
4
Customer Support
4
4
Reviewed on 20/06/2019
Good looking system & improving all the time
They're knowledgeable and always willing to find the answers. It's great working with representatives.
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
Applied EpicReasons for Choosing NowCerts
We had too many options to customize with SmartOffice, so we wanted a product more built up.Switched From
SmartOfficeReasons for Switching to NowCerts
Made more sense for our business operations, share the same capabilities and had more flexibility in certain areas.Response from NowCerts
Thank you for the kind words, Gracie. 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. =)
Replied 27/06/2019
