Features and Specs
You may be asking: "Can I add my own categories when importing my data?" Our "Data Import" tool is flexible. It gives you the ...
Mon, 6 Jul, 2020 at 3:01 PM
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
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
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
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...
Tue, 7 Jul, 2020 at 2:09 PM
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
"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
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
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
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