Nowcerts Support Center
English
English
Spanish
Welcome
Login
Sign up
Home
Solutions
How can we help you today?
Enter your search term here...
Search
New support ticket
Check ticket status
Knowledge base
Signing In
Support
3
Benefits to Signing into the Knowledge Base
Fixing DNS and wrong IP Address issues
Subscribing to NowCerts
General
Setup Guide
24
Getting Started: Onboarding Checklist (downloadable)
Training Checklist (downloadable)
Step 1: Complete Agency Profile Information
Step 2: Set Up Business Locations
Step 3: Add Agents
View all 24
Navigation
2
Dashboard Overview
Navigation Menu
Features
1
Ideas and Feature Requests
Tips and Tricks
12
Inactive Policies & Policy Actions > Actions functionality
"The Date field in Endorsement 0. is required"
Agency Bill vs Direct Bill - pmnts posted directly to a Carrier, MGA or Finance Com. sites
Cross-Selling Opportunities - Reports
Texting character limit - w/ RingCentral designated text line - 800 characters
View all 12
Known Issues
1
Known Issues Masterlist
Files and folders
Shared files
0
Deleted files
0
NowCerts Support
NowCerts Features
18
Notification Settings
Reports Permissions
Pipelines
Change "Policies" Default Search Filters
Custom Fields: Allowing Storage of Data into Nowcerts that is Not Already Available in the System
View all 18
Email Support
11
Whitelisting NowCerts.com with Your Email Provider
Matching & Tagging Emails to a Client File
Email Account Settings are Out of Date
Adding Multiple Email Accounts from which the Agency can Send Emails
Benefits of Email Synchronization
View all 11
Carrier Downloads
11
How do I Set Up an IVANS Account?
What Carriers does NowCerts' "Carrier Downloads" work with?
When & how do I Merge Carriers?
eDocs Downloads
Data Import Tool: Importing Data from Excel (CSV) Files
View all 11
Billing and Accounting
30
How to Edit 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
View all 30
Reports
2
How to Print Labels for Your Insureds
Production and Revenue by Endorsement Report
PDF&Acord forms
2
Customize mapping for Acord forms
Form Mapping (PDF) (Form Pre-fill)
Integrations
28
NowCerts REST API
Integrations Status List - Updated 20220113
NowCerts REST API: Custom Fields
NowCerts REST API: Search Insureds
Bridging to Appulate
View all 28
Permissions
0
Quoting&Raters
3
How to process Rater Imports
Progressive Downloads, Downloader Plus
Sending Quote applications to Comparative Raters
Troubleshooting features
1
Cannot delete files - deleting files
Website Integration
1
Setting up an Insured User accounts
FAQs
Features and Specs
54
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
Mass Action Certificates Send
View all 54
Account Support
Billing
5
Billing FAQ
How to Remove User Access and Modify Subscription Plan in NowCerts
How to Unsubscribe from your Monthly Subscription or Free Trial
Switching Between Trial Subscriptions in NowCerts: A Step-by-Step Guide
Why Did My NowCerts Billing Change?
Fusion
Getting Started
2
Setting up your Email Provider in Fusion
How to start your Fusion subscription
Workflows
3
By Day Workflow Creation
Understanding Workflow Settings & Exit Conditions
Understanding the Workflow Dashboard