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 ...
Thu, 29 Jun, 2023 at 1:30 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" (Agency Profile) by hovering over your ...
Tue, 19 Sep, 2023 at 4:11 PM
1. Go to your Agency Menu (top right) and click on "Agents" 2. Located next to "Active Agents," click on "Add New...
Tue, 12 Sep, 2023 at 4:27 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, 22 Sep, 2023 at 7:43 AM
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, 22 Sep, 2023 at 9:07 AM
Commission rules allow NowCerts to calculate agency commissions automatically. Before the system can achieve that, different variations on how the agency ge...
Tue, 19 Sep, 2023 at 7:23 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 ...
Fri, 22 Sep, 2023 at 7:50 AM