NowCerts 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

NowCerts

4.8

(150)

Pricing

Starting at $99.00 per month

About NowCerts

NowCerts is a cloud-based insurance solution designed for insurance agencies of all sizes. Key functionalities include commission tracking, task management, claims management, reporting, self-service certificates, reminders, calendars, dashboards and e-signature.

Users can create projects, assign tasks and track project progress. Acord forms are available in various formats which can be edited, signed, e-mailed, faxed and saved. The solution enables users to create invoices, make payments and issue receipts. Additionally, users can receive automated reminders as their renewal date approaches.

The solution lets users track agency and agent commissions, agency fees and carrier fees. Also, users are able to issue their own certificates. NowCerts integrates with multiple applications such as Google Drive, Gmail, QuickBooks, SignNow, Zapier and Twilio.

NowCerts is priced on a per month per agency subscription basis, and support is provided via an online helpdesk, email, live chat and over the phone.

NowCerts Screenshots

NowCerts Pricing and Plans

Starting price: $99.00 per month

Free Trial

Free Version

Essentials

$99.00

flat rate, per month

Plan includes:

Online Support Center
10 GB File Storage

Professional

$149.00

flat rate, per month

Plan includes:

Video Conferencing Support
25 GB File Storage
Up to 3 API Integrations

Business

$295.00

flat rate, per month

Plan includes:

Video Conferencing Support
100 GB File Storage
Unlimited API Integrations

Enterprise

Pricing available upon request

Plan includes:

Whitelabeled URL
Dedicated Account Manager
1 TB File Storage
Custom Integrations
Unlimited API Integrations

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NowCerts Features

Popular features found in Insurance
Activity Tracking
Audit Trail
Contact Management
Document Management
Insurance Rating
Policy Management
Quotes/Estimates
Self Service Portal
Workflow Management
More features of NowCerts
Access Controls/Permissions
Accounting
Accounting Integration
Activity Dashboard
Alerts/Notifications
API
Billing & Invoicing
Broker/Agent Portal
Calendar Management
Cancellation Tracking
Case Management
Claims Management
Claims Settlement
Claims Tracking
Client Management
Client Portal
Commercial
Commercial Lines
Commission Calculations
Commission Management
Comparative Insurance Rating
Compliance Management
Configurable Workflow
Contact Database
Customer Accounts
Customer Database
Customer Portal
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Data Import/Export
Digital Signature
Document Imaging
Document Storage
Document Templates
Electronic Payments
Email Management
Email Marketing
For Homeowners Insurance
For Insurance Industry
Forms Management
Insurance Eligibility Verification
Insurance Management
Insurance Policy Management
Insurance Policy Processing
Invoice Management
Lead Management
Lifecycle Management
Life & Health
Marketing Automation
Mobile Access
Monitoring
Multiple Line Rating
Pipeline Management
Policy Issuance
Policy Library
Property & Casualty
Rating Engine
Real-Time Analytics
Real-Time Data
Real-Time Updates
Referral Tracking
Reinstatement Tracking
Reinsurance Administration
Reminders
Renewal Management
Reporting/Analytics
Reporting & Statistics
Risk Assessment
Search/Filter
Secure Login
SSL Security
Status Tracking
Task Management
Third-Party Integrations
Underwriting Management
User Management
Version Control

NowCerts Integrations

Keap

Gmail

airSlate SignNow

Twilio

Google Drive

QuickBooks Online Advanced

See all 10 integrations

NowCerts User Reviews

Overall Rating

4.8

Ratings Breakdown

78%

21%

Secondary Ratings

Ease of Use

4.7

Value for money

4.9

Customer support

4.9

Functionality

4.7

Gracie M.

Verified reviewer

Insurance

2-10 employees

Used daily for less than 12 months

Reviewed June 2019

Good looking system & improving all the time

They're knowledgeable and always willing to find the answers. It's great working with representatives.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The look & feel of the dashboard isn't as overwhelming with other systems. Once you understand how it works, there are so many possibilities.

Cons:

Anticipation of the changes coming in the 2.0 version.

Reasons for choosing NowCerts

Made more sense for our business operations, share the same capabilities and had more flexibility in certain areas.

Reasons for switching to NowCerts

We had too many options to customize with SmartOffice, so we wanted a product more built up.

Vendor Response

Thank you for the kind words, Gracie. We will continuously update and improve our system and services to give you more ease in doing your business. Again, thank you for doing business with us. =)

Replied June 2019

Chad W.

Verified reviewer

Insurance

Self-Employed

Used weekly for less than 2 years

Review source

Reviewed October 2024

New to using AMS

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Clean design, a lot of features and integration possibilities.

Cons:

Overwhelming to start and just learn the basic functions.

Reasons for choosing NowCerts

Preferred the pricing structure of NowCerts - felt more in control of my data vs other options.

Adnan S.

Verified reviewer

Insurance

2-10 employees

Used daily for more than 2 years

Review source

Reviewed June 2019

Excellent for Start Up Agencies and those Expanding Rapidly

Overall my experience is excellent and some of the problems this software helps me resolve are: - Billing & Invoicing - Agent/Agency Production - Account Management - COI Production / Mass COI Generation - Independent Access to Agents to Monitor there Accounts

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The overall functionality is very easy to use, and the simplicity of accessing and understanding the many functions such as billing and endorsements. NowCerts has an excellent Agency Reports option that can give one a good look at the direction of business broken down into lines of business along with agent/agency production. Recently, we are able to use texting feature from this software when communicating with clients and this allows us to keep a solid record of all communications and option for document signing. The owner is very responsive to requests for help, I have personally communicated with him over 4+ years of signing up with NowCerts. I started my agency from scratch and for me the cost was the biggest factor in getting access to an Agency Management System - this allowed me to stay within my budget and monitor all past and present COIs issued and allowed me to build a comprehensive list of Additional Insureds for future use.

Cons:

None, this software has all I need to operate my agency.

Chase H.

Verified reviewer

Insurance

2-10 employees

Used daily for more than 2 years

Review source

Reviewed September 2022

Nowcerts is Awesome

Great! The best people ! they are all very proactive to new ideas and this product is constantly evolving. The people

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Great API and very good Zapier Integration

Cons:

Slow, and difficult learning curve. Client portal not userfriendly enough for a customer to use.

Reasons for switching to NowCerts

inability to gain useful API access. Half baked Zapier integration that does not provide access to any policy actions or data, no addresses, DOB, and very little actionable data about the contact. Inability to get anyone to respond to requests for API documentation to work around the shortcomings.

Vendor Response

We're glad that NowCerts is working well for you. We will continuously update and improve our system and services to give you more ease in doing your business. Again, thank you for doing business with us.

Replied November 2022

Brandon G.

Verified reviewer

Insurance

2-10 employees

Used daily for more than 2 years

Review source

Reviewed July 2023

Best Web Based AMS

Wonderful. They're super helpful and responsive when issues arise. I'm a super small agency, yet they've added features based on my recommendations. Unheard of! Love them!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

No software to download. Log into any browser and use. Ability for clients to download their own certs.

Cons:

There's some wonky mechanics, but the benefits far out-weigh this

Reasons for choosing NowCerts

Value, web-based (we run on Macs), online service capabilites

Reasons for switching to NowCerts

Started a new agency

Vendor Response

Thank you Brandon for the awesome review! We are happy you are enjoying NowCerts and our Support.

Replied July 2023

Aaron A.

Verified reviewer

Insurance

2-10 employees

Used daily for less than 6 months

Reviewed July 2019

Everything you need

It is easy to figure out. It is browser based as opposed to needing a downloaded application like many larger systems do. And the price point is very competitive

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

What I appreciate most is not necessarily the software, but rather the responsiveness of the company that runs it. I first tried the system for a few months about 4 or 5 years ago. It did not have all the features I was looking for, but the most critical missing piece was HIPAA compliance. I brought it to their attention and the next year they reached out to me letting me know they had upgraded to new servers with HIPAA security compliance, but I had already chosen a different provider. Now, years later, I began looking again through MANY different CRM/AMS systems. They have implemented so many features that I had asked for previously and they are very responsive when I inquire about anything.

Cons:

They are still lacking a little in the Medicare arena. While they did add a Medicare info section to the Client profile, the Product list only has "Health" in general, not Medicare Advantage, Medicare Supplement, Part D, nor other senior products like Critical Illness and Long Term Care. I find this to be a common oversight of many P & C AMS systems that are trying to cater to all lines. Also, while they have made a good effort at integrations, it is missing a few that are important to us: our rater (EZLynx), our current VOIP system (phone.com), etc...

Reasons for choosing NowCerts

It does nearly everything they do with an easy-to-use system at a better price point and no contract. Best of all has been their customer service

Reasons for switching to NowCerts

Vertafore (owner of QQ Catalyst) promised excellent training and then did not follow through.

Lawrence L.

Verified reviewer

Insurance

Self-Employed

Used weekly for more than 2 years

Reviewed July 2019

Best Agency Management Software on the Planet!

Other than the annual increases, they've been the most responsive and service oriented software company I've dealth with...and I've dealt with too many. They take ownership of their issues and make changes very fast.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love this system. As a broker/owner for over 30 years, I have seen every system you can imagine. At every Association Expo, I see new systems. Nothing compares to NowCerts. It is so easy to use. The intuitiveness of flow and adding new customers is a breeze. The information I have available to me is so easy. I hope they don't get bought out like every other innovative company.

Cons:

Prices change every damn year! I know that prices go up...but this has been a roller coaster. The only reason I stick is because I love the system. I'm willing to pay what they want, up to a point. That point is very very soon. At a certain level, it loses its value...and you're willing to go back to something inferior just to teach them a lesson on how to treat a customer as something other than a checking account.

Reasons for choosing NowCerts

AMS 360 is a nightmare! a nightmare! How they created a system that takes over 20 different entries just to issue a cert is beyond me! Agencies buy it for their accounting, supposedly. But torturing your staff to count every last penny isn't an agency I'd want to work for/with

Reasons for switching to NowCerts

Better System. ITC is based upon 2001/2002 tech. It has never been updated.

Nik K.

Verified reviewer

Insurance

2-10 employees

Used daily for less than 6 months

Review source

Reviewed November 2019

THE NEW AMS

NowCerts has allowed us to move away from expensive and clunky QQ Catalyst. They have a nice support team that will walk you through any questions and are very patient. They are currently working on Version 2.0 which we are excited about.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Coming from QQ Catalyst, NowCerts is 100x better. They have detailed training video's explaining step by step what you need to do to get setup. There's a lot to the system but once you work with it for a bit you will learn as you go. For what you get, the price is terrific as well.

Cons:

There is more of a learning curve than I expected. Also, there is a lot going on in terms of the layout which can be a bit intimidating at first. I would like to see a cleaner interface.

Reasons for choosing NowCerts

Price and they have a lot of third party integrations.

Reasons for switching to NowCerts

Price, service and interface.

Damon R.

Verified reviewer

Insurance

2-10 employees

Used daily for more than 2 years

Review source

Reviewed August 2025

Insurance Scout Partner Nowcerts

On a scale from 1-10 I would say our overall experience is a 5, customer service is amazing. The program has a lot of features, but there are too many that over take the most necessary features.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The open platform of the program, which allows for integration with other programs used in our industry.

Cons:

The flow of the program seems detached, areas of frequent use or areas we use, seem to be difficult to locate, many layers to get through. The layout seems a little clunky

Reasons for choosing NowCerts

Cost reasons mostly, it was cost effective

Stacey C.

Verified reviewer

Insurance

2-10 employees

Used daily for more than 2 years

Review source

Reviewed September 2025

Awesome Tech Service

I love it. I might be biased since this is my first experience with a management system. I have also made friends there since it was quite the steep learning experience for me.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The Best team! I have had a great experience with the tech team since they will talk with you and hear out any issues that you are having.

Cons:

It can run slow if you do not log out. But that is probably the only real issue I have since I am pretty experienced with it.

Showing 1 - 10 of 150 Reviews

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