NowCerts Features

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 r...
Thu, 16 Jul, 2020 at 3:20 PM
Where can I View and Change the Status of a Task?
There are two places where you can view tasks: the Dashboard and the "Tasks" page (from the main navigation menu). View from the Dashboa...
Thu, 16 Jul, 2020 at 4:24 PM
How do I Handle Policy Renewals?
You may be wondering: "How do I handle policy renewals?" Follow these steps: 1. From the chosen policy's "Details" ...
Tue, 28 Jul, 2020 at 2:34 PM
"How to create and send Certificates"
Hi!  I get this question often.  There are 3 steps that need to happen so creating a master certificate and sending certificates are quick and easy.  The 3 ...
Thu, 17 Aug, 2023 at 3:15 PM
Self-service certificate approval feature.
NowCerts now has the ability to require approval on any certificate the Insured has sent out. To turn on this feature go to the client's account and und...
Thu, 21 Sep, 2023 at 4:44 PM
Work Groups
NowCerts is introducing an easy way to organize Agents and CSR's within your agency. Work Groups will offer you an easy way to filter and allow items to...
Wed, 1 Sep, 2021 at 2:32 PM
Renewal Center
The NowCerts Renewal Center is a superior way to manage your renewals. With this tool you will be able to see all of your policies that have an expiration d...
Mon, 16 May, 2022 at 1:14 PM
Cómo darse de baja - Español
Puedes cancelar tu suscripción a Momentum en cualquier momento. Por favor, sigue los siguientes pasos para asegurarte de que te das de baja correctamente.  ...
Wed, 9 Aug, 2023 at 2:43 PM
Self serving your own certificates
Self-serving your certificates as an Insured with the Client login portal is quick and simple. Below, I will provide full step-by-step instructions on se...
Mon, 12 Feb, 2024 at 6:03 PM