At first, I was pretty frustrated with NowCerts. The system is so powerful, and I jumped in without completing the training like I should have. However, the team at NC is so incredibly supportive and responsive to questions... after a handful of 1:1 training sessions, and a couple of months using the system, I am VERY happy with the decision. NowCerts is an innovative, intuitive platform that talks with and my other software very smoothly. If you’re an insurance agency owner that writes any commercial lines, and you care about having a management system that is reliable, forward thinking and constantly improving, I am proud to give NowCerts my strongest recommendation.

It is clearly built from the ground up by people who know exactly what agency owners and staff need and want in a AMS platform. There are more intuitive and well-designed features than I care to type here.

It’s so powerful that you really need to put effort into the training and support. I was frustrated at first because I tried to wing it. That was a bad idea.

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.

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.

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.

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.

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!!!

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.

I have been very pleased with my experience. Every week the software has improved.

Had everything we wanted in agency management system downloads, self service COIs, cloud based with open API.

Lots of clutter on the dashboard. I would like to see where I can add the information I find valuable. Customized.

Awesome! I recommend to NowCerts to everyone who is looking for an AMS system

Super easy to use, colorful, customer service is A+++++, and very affordable!!

There is nothing I dislike about NowCerts