NowCerts Features

Where can I View and Change the Status of a Task?
There are two places where you can view tasks: the Dashboard and the "Tasks" page (from the main navigation menu). View from the Dashboa...
Thu, 16 Jul, 2020 at 4:24 PM
How do I Handle Policy Renewals?
You may be wondering: "How do I handle policy renewals?" Follow these steps: 1. From the chosen policy's "Details"...
Tue, 28 Jul, 2020 at 2:34 PM
Instructions for Mass Emailing Insureds
In view of recent events, we have received an increased number of inquiries about the ability to mass email from Nowcerts. As many of you know already, d...
Wed, 29 Jul, 2020 at 2:33 PM
"How to create and send Certificates"
Hi!  I get this question often.  There are 3 steps that need to happen so creating a master certificate and sending certificates are quick and easy.  The 3 ...
Wed, 28 Apr, 2021 at 9:48 PM
Self-service certificate approval feature.
NowCerts now has the ability to require approval on any certificate the Insured has sent out. To turn on this feature go to the client's account and un...
Mon, 30 Aug, 2021 at 4:43 PM
Work Groups
NowCerts is introducing an easy way to organize Agents and CSR's within your agency. Work Groups will offer you an easy way to filter and allow items t...
Wed, 1 Sep, 2021 at 2:32 PM