Nowcerts Support Center
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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
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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