Features and Specs

Generate Certificates for a List of Holders (Mass Action COI Generation)
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
Sending Certificates for Linked Insureds
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
Option to Prompt a User to Set a Follow-Up
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
Selecting a Default Agent/Producer
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
Mass Action Certificates Send
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
How do I Change My Payment (Credit Card) Info
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
Suspending Automatic Notifications
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
Multi-Line Policies: Tracking by LOB
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
Holder's Name is Too Long
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
"Link Insureds" vs. "Merge Insureds"
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