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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Email Account Settings are Out of Date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
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