Setup Guide
Onboarding Checklist These are the things you will want to work on in preparation for using Nowcerts. Please review the instructions and videos related ...
Mon, 22 Jun, 2020 at 2:10 PM
Dashboard Overview Welcome to NowCerts. The most powerful Agency Management System (AMS). You will find NowCerts.com to be robust and easy to use. This ...
Tue, 23 Jun, 2020 at 7:13 PM
1. Go to your Agency Menu (top right) and click on "Profile" 2. Click on the "Configure" button located just below your A...
Thu, 18 Mar, 2021 at 5:35 PM
If you have more than one location or entity, follow these steps: 1. Go to your Agency "Profile" 2. Click on "Locati...
Fri, 19 Jun, 2020 at 12:51 PM
1. Go to your Agency Menu (top right) and click on "Agents" 2. Located next to "Active Agents," click on "Add New...
Fri, 19 Jun, 2020 at 12:51 PM
There are two methods you can use to upload Carriers: 1) Manually, and 2) The Import Tool. Manually 1. From the main navigation menu, click on...
Fri, 19 Jun, 2020 at 3:05 PM
In a very similar fashion to adding Carriers, there are two methods you can use to upload MGAs: 1) Manually, and 2) The Import Tool. Manually 1...
Fri, 19 Jun, 2020 at 3:29 PM
Commission rules allow NowCerts to calculate agency commissions automatically. Before the system can achieve that, different variations on how the agency ge...
Fri, 19 Jun, 2020 at 4:34 PM
Agent commission rules allow NowCerts to calculate commissions due to agents automatically. Before the system can achieve that, different variations of h...
Fri, 19 Jun, 2020 at 4:42 PM
In this step, we will help you create electronic signatures that NowCerts will use to sign your certificates, forms, and other documents before they get ...
Mon, 22 Jun, 2020 at 2:43 PM