Save time and convert more sales when using Neoteric Agent within NowCerts. In this video/article, we will show you how the integration functions and all the benefits they can bring to your agency.
To use this integration make sure you have your Neoteric Agent login in your profile/agent profile. This can be found by hovering over your agency name in the top right corner>profile>configure API for the agency or Agent's profile>Edit(pencil icon) if you are an agent.
Once this is set up you will be able to navigate to the details of a policy/quotes and then under the actions menu, you will see export to Neoteric Agent.
After a policy/quote is exported you will now see the option to import from Neoteric Agent.