Nowcerts Support Center
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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
Getting Started: Onboarding Checklist (downloadable)
Training Checklist (downloadable)
Step 1: Complete Agency Profile Information
Step 2: Set Up Business Locations
Step 3: Add Agents
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Files and folders
White-listing Nowcerts.com with your email provider
Emails, matching synced emails to a client file
Email account settings are out of date.
Adding multiple email accounts from which agency can send emails
Gmail: Re-syncing gmail to allow deleting of messages
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How do I set up IVANs account?
What Carriers does NowCerts Carrier Downloads work with?
How do I merge Carriers?
Data Import Tool, Importing Data from Excel (CSV) files
What do I do if my Downlaod Carrier is not in IVANS?
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Billing and Accounting
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
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How to Print Labels for Your Insureds
Agent Production Report
Customize mapping for Acord forms
Form Mapping (PDF) (Form Pre-fill)
How to process Rater Imports
Progressive Downloads, Downloader Plus
Sending Quote applications to Comparative Raters
Cannot delete files - deleting files
Setting up an Insured User accounts
Features and Specs
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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SignNow: Electronic signatures that scale with your workflow
NowCerts.com - REST API
NowCerts.com - REST API - Custom Fields
NowCerts.com - REST API - Search Insureds
Zapier and Nowcerts
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Default Search Filters
Custom Fields: allowing storage of Data into Nowcerts not already available in the system
Using TAGS to Customize Workflow
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Why Did My NowCerts Billing Change?
Guía de configuración
Primeros pasos: lista de verificación de incorporación (descargable)