Nowcerts Support Center

Once an agency bill endorsement is generated and the receivable is invoiced you will find that the invoice and any payment(s) recorded will block editing th...

Carrier Download Policies/ Commissions If the carrier is downloading directly to Nowcerts either through Ivans or another source, there is no need to r...

Here are the general steps to follow when several policies are financed on a single finance agreement 1. Enter each policy premium, taxes, and fees. 2....

After entering in all of the line items for the endorsement you will hit generate transaction. This generates commission on premium for the agency and agent...

If you have a policy that earns premium/commission monthly this is the simplest way to set it up.  Set up the expected annual agency commission based on tot...

These general steps may differ slightly based on how well agencies have been entering commissions.   If they have been diligent, and have been entering co...

Agency Bill w/ outside financing:   1. In Billing Type: select Agency bill with outside financing, this will open the proper payable and receivables.   ...

QUESTION: In NowCerts: Can batch invoices be scheduled to be emailed out ahead of time?  Like a reoccurring bill for a service that will never change amo...

STEP 1 - generating the agency commission payment from the CSV file via import.   1- have the CSV file ready. Need at least these 4 fields: Policy number,...

 The Nowcerts commissions reconciliations module allows users to mark hundreds of commission as paid in just seconds. Here is a quick overview of the proces...