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TL;DR - NowCerts
- All-in-one agency management for insurance professionals.
- Streamlines client, policy, and document management.
- Automates tasks to boost productivity and sales.
Pricing: Free plan available
Best for: Growing teams
Pros & Cons
Pros
- Consolidates multiple agency functions into one platform.
- Designed specifically for the unique needs of insurance agencies.
- Aims to reduce administrative overhead and improve efficiency.
Cons
- Specific pricing details are not publicly available.
- Requires integration with existing agency workflows.
Key Features
Client Relationship Management (CRM)Policy ManagementDocument Management and StorageLead ManagementQuoting and Proposal GenerationClaims TrackingCommission ManagementCommunication Tools
Pricing Plans
Free TrialFree
Free
- 1 user
- 1 project
- 100 MB storage
- Basic features
Starter
$10/month
- 5 users
- 5 projects
- 1 GB storage
- Advanced features
Pro
$25/month
- Unlimited users
- Unlimited projects
- 10 GB storage
- All features
- Priority support
About NowCerts
By Toolradar Team·
NowCerts is an all-in-one agency management system designed specifically for insurance agents. It streamlines daily operations by integrating various essential tools into a single platform. The software helps agencies manage client relationships, policy details, document storage, and communication efficiently, aiming to reduce administrative burden and improve productivity.
This system is ideal for independent insurance agencies, brokers, and agents looking to centralize their operations. It provides functionalities for lead management, quoting, policy issuance, claims tracking, and commission management, enabling users to focus more on sales and client service rather than manual data entry and disparate systems. By automating routine tasks and providing a unified view of client data, NowCerts helps agencies scale their business and enhance customer satisfaction.
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NowCerts FAQ
How does NowCerts handle the specific requirements for managing different types of insurance policies, such as P&C versus Life & Health?
NowCerts is built to accommodate various policy types by offering customizable fields and workflows. This allows agencies to tailor the system to manage the unique data points and processes associated with Property & Casualty, Life & Health, and other insurance lines, ensuring all relevant information is captured and accessible.
Can NowCerts integrate with external quoting engines or carrier systems to pull real-time rates and policy information?
While the platform provides internal quoting capabilities, NowCerts is designed with integration in mind. It supports connections with various third-party quoting engines and carrier systems, allowing for the seamless transfer of real-time rates and policy data to enhance efficiency and accuracy in the sales process.
What security measures are in place to protect sensitive client and policy data stored within the NowCerts system?
NowCerts employs robust security protocols to safeguard sensitive information. This includes data encryption, secure access controls, regular backups, and compliance with industry standards to ensure the confidentiality and integrity of client and policy data.
How does NowCerts assist agencies in managing their compliance obligations, particularly regarding document retention and regulatory reporting?
NowCerts includes features for organized document storage and retrieval, which aids in meeting document retention requirements. Its reporting capabilities can be configured to generate necessary data for regulatory compliance, helping agencies stay organized and prepared for audits.
Is it possible to customize the client portal within NowCerts to match an agency's branding and offer specific self-service options to policyholders?
Yes, NowCerts offers customization options for the client portal. Agencies can brand the portal with their logos and color schemes, and configure specific self-service functionalities, allowing policyholders to access their documents, make payments, or submit service requests directly through a branded interface.
Source: nowcerts.com