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Knowledge base
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Support
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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
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General
FAQ
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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
See all 24 articles
Navigation
2
Dashboard Overview
Navigation Menu
Features
2
Pipelines
eDocs Downloads
Tips and Tricks
9
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
Shared files
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Deleted files
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Premium club
Premium features
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Premium subscription
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NowCerts Support
Email Support
8
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Email Account Settings are Out of Date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
See all 8 articles
Carrier Downloads
10
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?
See all 10 articles
Billing and Accounting
23
Editing 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
See all 23 articles
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)
Permissions
0
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
FAQs
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
See all 55 articles
Integrations
21
NowCerts REST API
NowCerts REST API: Custom Fields
NowCerts REST API: Search Insureds
Zapier and Nowcerts
Integrating Custom HTML Forms
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NowCerts Features
14
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
See all 14 articles
Account Support
Billing
2
Billing FAQ
Why Did My NowCerts Billing Change?