Nowcerts Support Center

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

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Navigation 2

• Dashboard Overview
• Navigation Menu

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

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Known Issues 1

• Known Issues Masterlist