Features and Specs

Automate Progressive Downloads & Downloader Plus
This article describes how to automate the Progressive Downloader Plus using Windows Task Scheduler. This is how you use the scheduler to run any app daily...
Sat, 27 Jun, 2020 at 4:58 PM
Reports: Tracking Renewals, Cancellations, New Business, & Endorsements
You may be asking one or more of the following questions: How many new business policies were issued during the (MM/DD/YYYY--MM/DD/YYYY) period? ...
Mon, 29 Jun, 2020 at 1:54 PM
Using Your Custom PDF Forms to Import Data into Nowcerts
You can integrate any PDF form into Nowcerts. We have always allowed users to import PDF forms into Nowcerts and pre-fill them with data from Nowcerts so...
Mon, 29 Jun, 2020 at 3:20 PM
How do I Change the Insured on a Policy?
"How do I change the insured on a policy?" If, by some accident, a policy was assigned to the wrong insured, you can easily correct that. Foll...
Mon, 29 Jun, 2020 at 4:10 PM
Importing Events from Another Calendar
If you want to transfer events/appointments from your calendar outside of NowCerts, you can export those events into an Excel (CSV) file and then import ...
Thu, 5 Oct, 2023 at 2:32 PM
How to Create a Certificate for an "Additional Insured"
"How do I mark the "Additional Insured" boxes on the Certificate of Liability?" In Nowcerts, we store all certificate holders ...
Mon, 29 Jun, 2020 at 4:59 PM
How do I get Items that have Multiples (Trucks, Drivers, Etc.) to Populate on the Form?
For any item that has multiples (trucks, drivers, etc.), you need to use an index. The system will prompt you. Here are the steps for mapping trucks:...
Tue, 30 Jun, 2020 at 2:34 PM
PDF Form Mapping Tool: Mapping Vehicles and Drivers
Nowcerts uses an index to map items that have more than one object, such as vehicles and drivers. Here are the steps for mapping trucks: Say we want ...
Tue, 30 Jun, 2020 at 2:43 PM
Insured Description Field
Any notable/additional information about an insured can be recorded in the insured's "Description" field. To edit an insured's "De...
Tue, 30 Jun, 2020 at 3:32 PM
How do I Track my Prospects, Leads, & Opportunities?
You may be asking: "How do I track my prospects, leads, and opportunities?" We developed "Opportunities" specifically for that...
Tue, 30 Jun, 2020 at 4:11 PM