Nowcerts Support Center

Update Notes 11

• NowCerts Update 04/14/2022
• NowCerts Update 04/21/2022
• NowCerts Update 04/28/2022
• NowCerts Update 5/5/2022
• NowCerts Update 05/12/2022

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Support 3

• Benefits to Signing into the Knowledge Base
• Fixing DNS and wrong IP Address issues
• Subscribing to NowCerts

Setup Guide 24

• 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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Navigation 2

• Dashboard Overview
• Navigation Menu

Features 1

• Pipelines

Tips and Tricks 12

• 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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NowCerts Features 17

• Notification Settings
• Reports Permissions
• 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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Email Support 11

• 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• Email Account Settings are Out of Date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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Carrier Downloads 11

• How do I Set Up an IVANS Account?
• What Carriers does NowCerts' "Carrier Downloads" work with?
• When & how do I Merge Carriers?
• eDocs Downloads
• Data Import Tool: Importing Data from Excel (CSV) Files

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Billing and Accounting 26

• 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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Reports 2

• How to Print Labels for Your Insureds
• Agent Production Report

PDF&Acord forms 2

• Customize mapping for Acord forms
• Form Mapping (PDF) (Form Pre-fill)

Integrations 30

• NowCerts REST API
• Integrations Status List - Updated 20220113
• NowCerts REST API: Custom Fields
• NowCerts REST API: Search Insureds
• Bridging to Appulate

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Quoting&Raters 3

• How to process Rater Imports
• Progressive Downloads, Downloader Plus
• Sending Quote applications to Comparative Raters

Troubleshooting features 1

• Cannot delete files - deleting files

Website Integration 1

• Setting up an Insured User accounts

Features and Specs 55

• 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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Billing 2

• Billing FAQ
• Why Did My NowCerts Billing Change?