Features and Specs

How do I Track my Prospects, Leads, & Opportunities?
You may be asking: "How do I track my prospects, leads, and opportunities?" We developed "Opportunities" specifically for that...
Tue, 30 Jun, 2020 at 4:11 PM
Submission of Quote Application (From Your Website Via Integration Widgets) Notifications
You may be asking: "How can I receive a notification for when a quote request is made on our website via the integration widget?" Follow th...
Tue, 30 Jun, 2020 at 4:40 PM
X-Dates and X-Date Notifications
In the Prospect/Lead details, you need to set the X-dates and the lines of business. To do so, follow these steps: 1. From your main navigation me...
Tue, 30 Jun, 2020 at 6:02 PM
Linking Additional Insureds to policies, certificates
Please make sure you send the correct master certificate (if thee are multiple)     As the AI has been liked to that policy.     Then the AI check...
Mon, 10 Jun, 2019 at 12:18 PM
Using Multiple Browser Tabs for Easier Navigation and Data Access
Our system allows up to 6 Nowcerts tabs being open at the same time. This provides you with easier navigation and access to data within Nowcerts. So,...
Tue, 30 Jun, 2020 at 6:28 PM
Send Multiple Files, Forms, & Form Sub-Folders
You can send multiple files, forms, etc. from Nowcerts in 4 easy steps: 1. Click on the gray "Send Files/Forms" button 2. Se...
Tue, 30 Jun, 2020 at 6:50 PM
When adding a policy type, where it list General Liability, Auto Liability, etc., can I add a different type of policy or business?
To add a Line of Business, from the Miscellaneous tab (left navigation menu), from the pull down, select Line of Business, then in the top right corner...
Mon, 10 Jun, 2019 at 12:28 PM
Duplicate the ACORD 50 for Easy Re-Issue Each Year at Renewal
You may be asking: "How can I duplicate the ACORD 50 so that an insured can retain multiple (ACORD 50 insurance cards) to easily re-issue each year ...
Wed, 1 Jul, 2020 at 1:32 PM
Certificate Holder's Name is Too Long and Cuts Off On Certificates
You may be asking: "In the certificate holder's info, how can I wrap the text for their name, which is too long and cuts off on certificates?&q...
Wed, 1 Jul, 2020 at 2:33 PM
How do I merge insureds?
You may be asking: "How do I merge insureds?" To merge insureds, follow these steps: 1. Go to the "Details" page of the in...
Wed, 1 Jul, 2020 at 2:49 PM