Nowcerts Support Center

You may be asking: "Can I add my own categories when importing my data?" Our "Data Import" tool is flexible. It gives you the ...

  You can add a column “DL State” and map it to the State label when doing the import.

1. Open the page where you want to integrate the NowCerts Login Option (in the text editor of your choice). 2. Select and copy the provided integrati...

In NowCerts, an “Agent” doesn’t necessarily mean a licensed insurance agent. Under "Agents," is where you will add a CSR as a “user.” ...

If a line of business is not already present in the system, you can add your own. To add your own line of business, follow these steps: 1. Fro...

You may be asking: "How can I add new referral sources?" To add new referral sources, follow these steps: 1. From your main navig...

"I have a question concerning the security of my account with NowCerts...  Since it sits in the cloud, can any employee of NowCerts see the data in ...

There are 3 ways to import Insured and Policy data in bulk into NowCerts: 1. If you can obtain a (non-encrypted/unlocked) database back-up from your ...

You may be asking: "How do I remove an agent from NowCerts?" There are 2 ways you can remove an agent from Nowcerts. To remove an agent ...

You may be wondering: "Is there a way to view only "Active" accounts/policies?" On the "Insureds" page, there is a f...