Features and Specs

When adding new Drivers in NowCerts, how do I identify what state the Drivers License was issued?
  You can add a column “DL State” and map it to the State label when doing the import.
Mon, 10 Jun, 2019 at 12:44 PM
How do I integrate NowCerts within my website?
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...
Mon, 6 Jul, 2020 at 4:48 PM
How do I Set Up a CSR?
In NowCerts, an “Agent” doesn’t necessarily mean a licensed insurance agent. Under "Agents," is where you will add a CSR as a “user.” ...
Mon, 6 Jul, 2020 at 4:54 PM
Add Your Own Line of Business
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...
Mon, 5 Feb, 2024 at 2:13 PM
How can I Add New Referral Sources?
You may be asking: "How can I add new referral sources?" To add new referral sources, follow these steps: 1. From your main navig...
Tue, 7 Jul, 2020 at 2:28 PM
Who can View the Information I Put into NowCerts?
"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 ...
Tue, 7 Jul, 2020 at 2:54 PM
How can I Import Insured and Policy Data (in Bulk) into NowCerts?
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 ...
Tue, 7 Jul, 2020 at 3:35 PM
How do I Remove an Agent from NowCerts?
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 ...
Tue, 7 Jul, 2020 at 4:17 PM
Is there a Way to View Only "Active" Accounts/Policies?
You may be wondering: "Is there a way to view only "Active" accounts/policies?" On the "Insureds" page, there is a f...
Tue, 7 Jul, 2020 at 4:41 PM
Is NowCerts a Cloud-Based Service?
You may be wondering: "Is Nowcerts a cloud-based service?" Yes, Nowcerts is a cloud-based service. Nowcerts.com lives in Microsoft Azure...
Tue, 7 Jul, 2020 at 4:50 PM