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.

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.

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.

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.

Great Concept - Needs a little bit of polish

My overall experience has been positive and I have seen the potential with this software. In my opinion this software needs a little more "polish" before I may recommend it to colleagues with larger agencies.

Pros

1 - Web based. Multiple clients are able to be open at the same time using browser tabs. 2 - Integrates with other technologies to provide a comprehensive experience. 3 - Intuitive and easy to get comfortable with. 4 - At the end of the day I was able to get my work done 5 - AWESOME customer service! Thank you Peter!!!

Cons

1 - Software hiccups - items that are not insurmountable, but are annoying and time consuming. I can name at least 3. 2 - No mobile portal. 3 - No formal training provided. This could be seen as a plus as I was able to pretty much figure most of how the software operates on my own. Unfortunately, I am still not certain of the full power of this software. 4 - The file management is not very well done and there are multiple places to store files and only a cumbersome way to view all the places/policies files are stored.

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

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...

Transitioning to NowCerts

Honestly, just tracking all of the various aspects of a commercial account can be daunting. While the data entry demands can be interesting, the ease of use is a huge factor. Just one example; we can get a request by email for an Acord 25, enter the certificate holder into, create the Cert Master (assuming we hadn't already done so, and have it out to the certificate holder, insured and a copy for the files in 10 minutes. Very efficient.

Pros

We had been using a CRM system to perform the agency management tasks as well. While this worked OK in the beginning we quickly outgrew the capabilities. After trying NowCerts for the free trial period, it became indispensable to us. And we still haven't found all it can do. Nothing is perfect including NowCerts. But the power it has to deal with new business, billing, and renewals is great.

Cons

I would like to see a bit better integration of the email and calendar. We still mostly use our Gmail applications. Also, I would like to see an integration for Xero, accounting software. Our payroll system and Xero talk together and it would be great if the accounting functions in NowCerts did also.