Nowcerts Support Center

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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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 16

• 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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