NowCerts Features
To get to your notification settings, follow these steps: 1. From your Agency Menu, go to "Profile" 2. Click on the green &quo...
Thu, 9 Jul, 2020 at 2:57 PM
This feature allows you to control which reports your agents can see. If your agents are not able to see a certain report, this will resolve that issue. ...
Thu, 9 Jul, 2020 at 4:02 PM
Pipelines is a new area on the navigation menu with multiple areas to help you manage your clients further. Renewal Overview: This pipeline will help ...
Tue, 16 Feb, 2021 at 3:25 PM
This feature allows you to choose what policy statuses you see when initially clicking into the "Policies" page (the default filter for the &qu...
Thu, 9 Jul, 2020 at 6:14 PM
NowCerts has hundreds of database fields where you can store data. Insured name, email, phone 1, phone 2, etc.--- the usual stuff. But, what if you have ...
Mon, 13 Jul, 2020 at 4:17 PM
Tags offer a great way to personalize the use of the system and organize your insureds and prospects. To create and customize your own tags, follo...
Mon, 13 Jul, 2020 at 4:09 PM
You may be wondering: "How do I convert a prospect into an insured?" If a Prospect acquires a policy (manual insert or convert a quote), th...
Mon, 13 Jul, 2020 at 5:08 PM
You can set up a NowCerts account for your insureds that will give them limited access to their data. This usually includes the ability to send certifica...
Thu, 21 Sep, 2023 at 4:40 PM
If you have issues with NowCerts logging you out due to prolonged periods of inactivity, you can disable this setting. To disable automatic session time-...
Wed, 20 Sep, 2023 at 8:21 PM
Integrating NowCerts into your agency's website takes just a few minutes with our Integration Widgets. To integrate NowCerts with your website, follo...
Tue, 29 Dec, 2020 at 12:46 PM