Features and Specs
Nowcerts offers several mass-action COI generation options. Most of them are for historical holders, holders who have already received a certificate from...
Wed, 24 Jun, 2020 at 4:17 PM
Insureds have the ability to send self-serve certificates. Not just for their accounts, but for linked insureds as well. Here is what the agency need...
Wed, 24 Jun, 2020 at 4:39 PM
Nowcerts has the ability to prompt a user to set-up a reminder/notification (or other workflow management object) when a certain action is completed (usu...
Wed, 24 Jun, 2020 at 4:58 PM
In certain agencies, an agent is designated as the "default producer" of new policies. An agent can be designated as a "default producer"...
Sat, 27 Jun, 2020 at 1:00 PM
There are situations where an agency needs to send multiple certificates at once. Typical examples are the events of policy Renewal or Cancellation. Here...
Sat, 27 Jun, 2020 at 1:55 PM
To update your payment, follow these steps: 1. From your agency/agent account menu in the top right corner, click on "Subscription & Payment...
Mon, 5 Jun, 2023 at 10:35 AM
In case your agency has the "Automatic Notifications" setting turned on and you want to exclude a particular insured from receiving automatic n...
Sat, 27 Jun, 2020 at 3:16 PM
If you want to track production by LOB (even for packaged policies), here is an idea: As you enter in each LOB on the policy, you can also enter i...
Sat, 27 Jun, 2020 at 3:48 PM
Occasionally, certificate holders have names that do not fit into the space provided by Acord. Example: The Large Corporation Head Quarter Services and/...
Sat, 27 Jun, 2020 at 4:10 PM
You may be wondering: "What is the difference between 'Link Insureds' and 'Merge Insureds'?" "Link insureds" i...
Sat, 27 Jun, 2020 at 4:46 PM