NowCerts Features

Notification Settings
To get to your notification settings, follow these steps: 1. From your Agency Menu, go to "Profile" 2. Click on the green &quo...
Thu, 9 Jul, 2020 at 2:57 PM
Reports Permissions
This feature allows you to control which reports your agents can see. If your agents are not able to see a certain report, this will resolve that issue. ...
Thu, 9 Jul, 2020 at 4:02 PM
Change "Policies" Default Search Filters
This feature allows you to choose what policy statuses you see when initially clicking into the "Policies" page (the default filter for the &qu...
Thu, 9 Jul, 2020 at 6:14 PM
Custom Fields: Allowing Storage of Data into Nowcerts that is Not Already Available in the System
NowCerts has hundreds of database fields where you can store data. Insured name, email, phone 1, phone 2, etc.--- the usual stuff. But, what if you have ...
Mon, 13 Jul, 2020 at 4:17 PM
Using Tags to Customize Workflow
Tags offer a great way to personalize the use of the system and organize your insureds and prospects. To create and customize your own tags, follo...
Mon, 13 Jul, 2020 at 4:09 PM
Converting a Prospect into an Insured
You may be wondering: "How do I convert a prospect into an insured?" If a Prospect acquires a policy (manual insert or convert a quote), th...
Mon, 13 Jul, 2020 at 5:08 PM
Creating a User Account for Your Insureds
You can set up a NowCerts account for your insureds that will give them limited access to their data. This usually includes the ability to send certifica...
Mon, 24 Aug, 2020 at 4:58 PM
Automatic Session Time-Out
If you have issues with NowCerts logging you out due to prolonged periods of inactivity, you can disable this setting. To disable automatic session time-...
Tue, 14 Jul, 2020 at 3:16 PM
Integration Widgets: Applications to Improve Integration Between NowCerts and Your Website
Integrating NowCerts into your agency's website takes just a few minutes with our Integration Widgets. To integrate NowCerts with your website, foll...
Tue, 29 Dec, 2020 at 12:46 PM
Quote Applications
We have our own quote applications. We have made sure that the form fields 'jive' with your quote apps for Auto and Home in various comparative...
Thu, 16 Jul, 2020 at 3:20 PM