Nowcerts Support Center
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Benefits to Signing into the Knowledge Base
Fixing DNS and wrong IP Address issues
Subscribing to NowCerts
Getting started with us
Getting Started: Onboarding Checklist (downloadable)
Training Checklist (downloadable)
Step 1: Complete Agency Profile Information
Step 2: Set Up Business Locations
Step 3: Add Agents
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Tips and Tricks
Inactive Policies & Policy Actions > Actions functionality
"The Date field in Endorsement 0. is required"
Agency Bill vs Direct Bill - pmnts posted directly to a Carrier, MGA or Finance Com. sites
Cross-Selling Opportunities - Reports
Texting character limit - w/ RingCentral designated text line - 800 characters
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Files and folders
Whitelisting NowCerts.com with Your Email Provider
Matching & Tagging Emails to a Client File
Email Account Settings are Out of Date
Adding Multiple Email Accounts from which the Agency can Send Emails
Benefits of Email Synchronization
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How do I Set Up an IVANS Account?
What Carriers does NowCerts' "Carrier Downloads" work with?
When & how do I Merge Carriers?
Data Import Tool: Importing Data from Excel (CSV) Files
What do I do if My Download Carrier is Not in IVANS?
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Billing and Accounting
How to Edit Endorsements with Receivables and Invoicing
What is the most efficient way to process Direct Bill Statements that are not in a CVS format?
Creating Billing for multiple policies with a single finance agreement
Add Agent commission from Agency Fee
Recording Monthly Earned Commissions
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How to Print Labels for Your Insureds
Agent Production Report
Customize mapping for Acord forms
Form Mapping (PDF) (Form Pre-fill)
How to process Rater Imports
Progressive Downloads, Downloader Plus
Sending Quote applications to Comparative Raters
Cannot delete files - deleting files
Setting up an Insured User accounts
Features and Specs
Upcoming Renewals: Dashboard List vs. The Renewal Reports
Generate Certificates for a List of Holders (Mass Action COI Generation)
Sending Certificates for Linked Insureds
Option to Prompt a User to Set a Follow-Up
Selecting a Default Agent/Producer
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NowCerts REST API
NowCerts REST API: Custom Fields
NowCerts REST API: Search Insureds
Zapier and Nowcerts
Integrating Custom HTML Forms
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Change "Policies" Default Search Filters
Custom Fields: Allowing Storage of Data into Nowcerts that is Not Already Available in the System
Using Tags to Customize Workflow
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Why Did My NowCerts Billing Change?