NowCerts Erfahrungen

They keep on impressing

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Transitioning to NowCerts

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Great Concept - Needs a little bit of polish

Kommentare: 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.

Vorteile:

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!!!

Nachteile:

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.

Awesome Product

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

Vorteile:

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

Nachteile:

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

LOVE NOWCERTS

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

Vorteile:

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

Nachteile:

There is nothing I dislike about NowCerts

Perfect for my trucking agency

Kommentare: The NowCerts team is always working on making things better and are very helpful when we have issues with their system.

Vorteile:

It has been great for my independent insurance agency that writes mostly trucking for hire.

Nachteile:

Some of the reports are difficult to understand

NowCerts

Kommentare: Satisfied using NowCerts vs other management systems due to the simplicity & accessibility.

Vorteile:

Ease of accessing the program/site. The ease of uploading documents, entering data & finding information.

Nachteile:

The accounting is confusing, too busy of appearance.

NowCerts is a must in my day to day

Kommentare: This is a very friendly software that allows you to group all the essential customer information right on one screen. I find it very convenient and didactic, is a big part of my day-to-day and I love it. It has given us the opportunity to handle much more than other software like issuing the liability certificates right in there!

Vorteile:

- All the information I need is displayed conveniently on the dashboard - Updates almost right at the moment with most of the carriers - Allows to send texts to the customers right from the notes section

Nachteile:

- Miss out some information when importing to the rater - Needs reminder alerts on the screen, not only via email.

The one thing I wish I had a year ago.

Kommentare: Time management. There are a lot of things that the software can do for our clients without calling us. These things are very helpful to us.

Vorteile:

Very convenient for myself and my clients.

Nachteile:

Everything is good so far. There has been nothing negative I can find about the software as of now.

NowCerts is the AMS of the future

Kommentare: It's been good so far.

Vorteile:

Open API, constant improvement to the software

Nachteile:

That I have to take time to learn it? That's not a legitimate complaint though.

Excellent features and customer service

Kommentare: NowCerts has done a great deal for our agency, from helping us track production, to smoothing our are administrative functions, to saving us money each month. I would absolutely recommend it.

Vorteile:

NowCerts offers all the features we were looking for in agency management software, and more. We moved over from another popular system, had our data imported quickly, and proceeded to save a great deal of money over our previous software. The customer service has been excellent, with quick responses to our questions, and help whenever we needed it. Early on, we had made a recommendation or two, which were implemented in the system pretty quickly. That's impressive service, from any company.

Nachteile:

We moved over from a desktop application. Because NowCerts is web-based, it does move a bit slower, as the browser needs to load each page. That took some getting used to, when our last software responded almost instantly. A fair sacrifice, though. We saved a lot of money, and are getting much better service.

Now Certs is amazing!!

Vorteile:

The management of commercial certificates of insurance is amazingly easy!! The support provided by Now Certs is so helpful.

Nachteile:

Although the online Now Certs training videos are very helpful, I would prefer written job aids on "how to dos". I would gladly send my CSRs to an online webinar and I would sit in a managers users group!

There are a lot of choice out there and I would make the same decision again.

Kommentare: Excellent

Vorteile:

The system is extremely easy to use and the workflow function is appreciated. Customer service is prompt and has great communication skills. Before owning the agency I was a Director of Business Development and worked closely with our CRM systems (TAM and then AMS 360) and I would get frustrated with the limitations and the bandaids they developed over the years to work through upgrades issues. When it came time to purchase my CRM system I knew I wanted a clear system that was easy to use and provided all the components needed.

Nachteile:

Not much, sometimes there are glitches when your computer times out, but I have had those issues with all the systems I have worked on.

ideas

Kommentare: it been good but there been a lot go back and fix this or that due to the fact that you don't know to click each thing so it dose everything.

Vorteile:

what i like is everything in one place.

Nachteile:

that when you put data in you think everything being tracked completely and only later you find you got do 20 more things for that to happen. one thing that may help with this is have a walk throw that you put everything in as it asked and now certs would have pop up that say hey we need this so you can do this or that. one thing that needs to be added to types of policy's the name of it needs to be "unoccupied homeowner" we have a lot of these policy's and now certs dose not have this so we have to use a wrong title so that we can add them in but know what they really are.

Best start-up agency management software for the money

Kommentare: Nowcerts allows us to manage our renewals. I dont know what I would do without it.

Vorteile:

It is simple and easy to learn. You start using it right away.

Nachteile:

Not enough shortcuts to save time. The COI process could use improvement

Easy management system

Kommentare: Amazing and will forever have this and recommend this software to all fellow agents

Vorteile:

I love how this system is easy to use and compatible with most of my carriers. One simple click and all clients from progressive are in the system. It's very fast and the customer service is out of this world.

Nachteile:

Nothing! I love this system. If i can change anything It'd be that I can download a certificate without having anyone as an additional insured or certificate holder.

So glad I discovered NowCerts

Kommentare: I started my agency back in 2015. It seemed that all my findings for a good management system were very outdated and not cost effective for a one man shop. Then I came across NowCerts. The pricing and system is exactly what I was looking for and seems to fill that much needed gap in a quality management system and pricing.

Vorteile:

Cost Ease of use cloud storage Features

Nachteile:

there seems to be a bit of downtime each week. doesn't last long, but it does seem to go down every now and then.

I'll never look for something better...

Kommentare: We have called countless times to change, restructure, even add to this software in order to make it do exactly what we need... When you have someone willing to tailor their software to fit every aspect of your business, you won't need anything else. It's given us capabilities to serve our clients in ways that set us apart from our competition.

Vorteile:

It's supportive staff.

Nachteile:

I would like to brand MY agency logo all over it! I would like to use my colors.

Payment and renewal control

Vorteile:

I like to have the data of policies and to be able to warn my insured of a possible cancellation, thus we can prevent major inconveniences.

Nachteile:

I like everything in it, perfect, including the controls we have with our schedules in the company.

Easiest and One of the Best Management Systems Out There

Kommentare: I have been using this management system for over 2 years and I wouldn't think of changing. This management system alone has improved the cash flow for my agency.

Vorteile:

Ease of use

Nachteile:

I wish they would be able to drag/drop emails into the management system, but in saying that this company always improves their system.

A feature-packed AMS at a budget friendly price

Kommentare: NowCerts has allowed me to give my clients access to their own portal. This feature makes client communication and record keeping easy. This feature would cost a small fortune with any other management system, but it is included in the pricing of this system.

Vorteile:

The best "bang for your buck" by far! There are so many features to this that the price almost feels like a scam. After using it for a year, I have very little to complain about.

Nachteile:

There are random errors that I run into during invoicing and certificates that are typically not resolved right away.

SO much easier!!

Kommentare: We absolutely have loved every experience we have had when we have any questions we can call in and every person is so sweet and helpful. We have finally had a chance to get all of our commissions correct and client policies downloaded correctly. We are really pleased with almost every aspect so far! We highly recommend them to everyone- not to mention how affordable it is. Great program!

Vorteile:

We switched over from Applied Systems to Now Certs and it has been a complete day and night difference. It has changed our agencies efficiency by at least 90%. We can get documents and policies to download correctly, FINALLY as well as all of our commissions correct. It has really changed our agency for the better, we have been SO happy with the switch over.

Nachteile:

Some things like invoices and certificates can be a little tricky to learn and does take some time, but with the help of the videos and conference calls from Now Certs reps we have gotten it figured out.

Best Management system I have used

Kommentare: I have used Applied TAM, Amsoft and AMS 360 and Now Certs is far better than these. Once you get the hang of it... The system works with you.

Vorteile:

I like the ease of issuing Certificates and submitting applications. Also, the fact that it is web based, not windows based.

Nachteile:

Sometimes things need to be entered twice in order to populate on forms

Awesome Support

Kommentare: Custom agent views

Vorteile:

Ease of use, Insureds can have their own login and issue Certificates at their own time

Nachteile:

Notes on insureds profile and Policy view

Amazing program!

Kommentare: I have been on the captive side of insurance and now independent. Captives provide their own agency management systems. NowCerts blows them away in their capabilities and ability to integrate with other programs. I am very satisfied with the system.

Vorteile:

Sorry, I did not like just one thing about this program. I like multiple functions about this program. The popup is great (client calls in and their profile pops up, ease of completing acord form (takes me less time now), keeping track of premiums and more importantly commissions. Emailing, texting, integrations and on & on.

Nachteile:

I would like a drag and drop feature when loading docs into the program. I understand the company is working on it. The drag and drop feature would save so much time.