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Über NowCerts

Der neue Maßstab für das Management von Versicherungsagenturen: sicher, intelligent, intuitiv, erschwinglich. Alles, was du brauchst – nichts, was du nicht brauchst.

Erfahre mehr über NowCerts

Vorteile:

Integration and the ease to send forms, id cards, cois, etc.

Nachteile:

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.

Bewertungen zu NowCerts

Durchschnittliche Bewertung

Benutzerfreundlichkeit
4,7
Kundenservice
4,9
Funktionen
4,7
Preis-Leistungs-Verhältnis
4,9

Weiterempfehlungsquote

9,5/10

NowCerts hat eine Gesamtbewertung von 4,8 von 5 Sternen basierend auf 149 Nutzerbewertungen auf Capterra.

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Nutzerbewertungen filtern (149)

Nik
Nik
AGENCY OWNER in USA
Verifizierter Nutzer auf LinkedIn
Versicherung, 2–10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

In Betracht gezogene Alternativen:

THE NEW AMS

5,0 vor 5 Jahren

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Aaron
President in USA
Versicherung, 2–10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Everything you need

5,0 vor 5 Jahren

Kommentare: 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

Vorteile:

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.

Nachteile:

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...

Laura
Partner in USA
Versicherung, 2–10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Great Product Once Set Up

3,0 vor 3 Jahren

Kommentare: Our agency ended up cancelling our subscription for service after struggling for months to complete set up. It is not as easy as a simple download and many of the features (that are helpful) needed to be manually set up. If agency has a dedicated individual that can facilitate the importing and set up of system it would be helpful, but trying to get it up and manage agency simultaneously did not work out as we hoped.

Vorteile:

Functionality and reports are great. Ease of finding information

Nachteile:

Difficult, labor intensive and cumbersome set-up.

Antwort von NowCerts

vor 3 Jahren

Thank you for the honest review! We are glad that the reports and functionality were great for your agency! However, we are sad to see that you felt onboarding was not up to par for your agency. We have onboarding training free of charge to new subscribers that is available to utilize and have also improved the onboarding experience even more in the last year. We hope that if you decide to look for another AMS in the future that you would keep us in mind and not hesitate to reach out if you need more assistance with getting started again.

Lawrence
Owner/Broker in USA
Versicherung, Selbstständig
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Best Agency Management Software on the Planet!

5,0 vor 5 Jahren

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Gracie
Gracie
Advisor in USA
Verifizierter Nutzer auf LinkedIn
Versicherung, 2–10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Good looking system & improving all the time

4,0 vor 5 Jahren

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

Vorteile:

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

Nachteile:

Anticipation of the changes coming in the 2.0 version.

Antwort von NowCerts

vor 5 Jahren

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. =)

Rich
Owner in USA
Versicherung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Two Big Thumbs Up for NowCerts

5,0 vor 5 Jahren

Vorteile:

Being able to store all your clients information and issue certificates easily is such a blessing. The video tutorials were a big help, since getting adjusted took a little time, but the best thing about NowCerts is the customer support across the board. The reps, and everyone else, they all make sure you get what you need when you need it. More importantly, they all work with a smile on their face because they like what they do. To be honest I should probably troubleshoot a little more, but at times I don't because I look forward to talking with them.

Nachteile:

Like any software, sometimes there are glitches, but they are very good about addressing and correcting the issue, normally within a couple of hours. As rare as this has happened though, it's never effected our business. I do wish the email platform was a little more robust.

Chase
Principal Broker in USA
Versicherung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Nowcerts is Awesome

5,0 vor 2 Jahren

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

Vorteile:

Great API and very good Zapier Integration

Nachteile:

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

Antwort von NowCerts

vor 2 Jahren

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.

Richard
President in USA
Versicherung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

The Best Agency Management System!

5,0 vor 5 Jahren

Kommentare: I really like how Nowcerts has given me a handle on the business that I am writing and help me communicate cancellations and renewal information better with my insureds. This is helping me reduce the cancellations and lapsed policies

Vorteile:

The features are customizable for our agency. We can add forms that map data from Nowcerts or reverse-map data to Nowcerts. We can integrate from Website or between different programs. I love the daily cancel emails when insured is in cancel status.

Nachteile:

I would like a little more flexibility with reports on the design and data that is put into them.

Antwort von NowCerts

vor 5 Jahren

Thank you for sharing your experience with NowCerts, Richard. We are happy to be part of your success. Thank you for the support. =)

Brandon
President in USA
Versicherung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Best Web Based AMS

5,0 vor 12 Monaten

Kommentare: 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!

Vorteile:

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

Nachteile:

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

Antwort von NowCerts

vor 11 Monaten

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

Jacqueline
Principal Agent in USA
Versicherung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Very Happy!

5,0 vor 5 Jahren

Kommentare: Overall we are very pleased with NowCerts.

Vorteile:

The training and support that comes with NowCerts is the best. Every issue or need we have had they had a solution for and are always very quick to respond.

Nachteile:

I wish that it had more life & health functionality.

Antwort von NowCerts

vor 5 Jahren

We appreciate you and thank you for your loyalty and trust, Jacqueline! We are happy you are enjoying NowCerts. If you need further assistance, just let us know and we'll be glad to help you.

Jed
President in USA
Versicherung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Excellent Agency software

5,0 vor 5 Jahren

Kommentare: My overall experience has been fantastic and we are so far very happy with the service we have had up to this point!

Vorteile:

I love how easy it is for someone new to the industry like me. But I like the fact even more how available and easy to get ahold of all of the staff is at NowCerts. I can tell you in the few years of owning an independent agency that the bigger players direct you to a callcenter and other means and you sit on hold, etc. Additionally they have a ton of training videos that make it easy to use and if they don't have the one you are looking for then they will make sure you know how to do whatever task you need to. I have had no problems with setting up IVANS downloads as well and again for the money this is great software!

Nachteile:

There are some aspects of the software that is a little clunky still like the integration between "SignNow" and Nowcerts. I have yet to be able to send something via email in nowcerts that didn't require me to log in separately to SignNow and create an additional e-sign request which can become tedious. Furthermore, it can be difficult migrating multirater data from like ez-lynx, so you end up filling out application twice in some cases when you use NowCerts and a different multirater.

Antwort von NowCerts

vor 5 Jahren

Thanks for the kind words, Jed. Rest assured that we continuously improve our system. Thanks also for the feedback. We will work on it to better serve your needs. =)

John
COO in USA
Versicherung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Has everything you need and more...

5,0 vor 5 Jahren

Kommentare: Overall, NowCerts and CSR have been great and very helpful. As i mentioned the Zapier connections now allows us to automatically add prospects and accounts to the system when we process different gravity forms. It saves us time and keeps us from having to do the same thing multiple times.

Vorteile:

NowCerts thought of everything. They're leaps and bounds ahead of most insurance management systems out there and they're constantly adding new features and ways to link it to other functional systems out there via Zapier. This alone has opened a ton of functionality and automation that saves us time and money.

Nachteile:

There are so many features, that it takes a while to figure them all out. We've been using it for a couple years now and we're still coming across new features that we can use that we didn't know were there, or new ways to use features. It takes a little while to wrap your head around it all so you can see how it all works together.

Ricardo
Todologo in Mexiko
Versicherung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Great for Sending COIs and Organizing Documents

5,0 vor 5 Jahren

Kommentare: Nice, it improve my work a lot

Vorteile:

Integration and the ease to send forms, id cards, cois, etc... saves a lot of time!

Nachteile:

When you do a search of an Insured, that begins with a number, it seams like it dont work!

Antwort von NowCerts

vor 5 Jahren

Thank you for your comments Ricardo! We will look into the issue of searching for insureds that begin with a number. There is no reason why this should not work both in the Insureds search as well as as the Global search functions.

Kayci
Customer Service Rep in Amerikanische Jungferninseln
Versicherung, 2–10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Very impressed with ease of use & customer service!

4,0 vor 5 Jahren

Kommentare: NowCerts has been extremely responsive. Any time we come across an issue with our data that was imported from AMS360, they are quick to respond and fix the issue very quickly. They are also very open to criticism and any ideas we may have on how we could make NowCerts even better. Coming from a management system that was run by a large corporation that was hard to get a hold of, its refreshing to know that if we need help with anything in NowCerts, they are just a phone call or chat away. They have been awesome with providing training to all of our employees who need the extra help to get familiar with the management system change.

Vorteile:

How easy it is to use and find the information I need quickly. There is a lot less clicking around compared to our previous Agency Management System AMS360 by Vertafore.

Nachteile:

There's not much I don;t like about this system. If I had to choose something it would be the way the emails get attached to a customer. I love that your emails can get automatically attached to a customer, but there have been a few times where I have an important email I need to attach, and each time I try to attach that certain email It doesn't work. I know NowCerts it working on creating a better email platform, so I'm sure that will help!

Antwort von NowCerts

vor 5 Jahren

Thank you Kayci for the kind words. We work hard in providing proven and innovative solutions to the insurance industry. Thank you for your support. =)

Pamela
President in USA
Versicherung, 2–10 Mitarbeiter
Verwendete die Software für: Kostenlose Testversion
Herkunft der Bewertung

30 Year professional in technology development for agent and carrier integration management

5,0 vor 5 Jahren

Kommentare: P&C 90% Commercial 10% professional. Overall the experience has been great i have personally sent 4 other clients to your system. i will continue to express and press the importance of your system to any agency.

Vorteile:

Some real though went into every aspect of this system. When you think of integration and ease of business this is what you imagine. But here it is. Live and simply and truly amazing. I was referred by one of your customers and i will admit had my doubts but you not only met my expectations but you blew away my exceeded expectations. If i had to use one word to describe you it would be OUTSTANDING. I am looking forward to working with you for the rest of my insurance career.

Nachteile:

Would like to see more integrations from a desktop and management tool but based on the agents specific carriers like a comparative rater. if there was a way to complete the prospect and then integrate with all the systems i go into individually;y to get my best option it would save us an immense time and quicker responses to our commercial market clients. i am 90% Commercial and would love to have the options that personal lines enjoys. Would love to be apart of the agency communication board for this type of development. Can you or do you have this already started i am interested in joining if you do.

Antwort von NowCerts

vor 5 Jahren

Thank you for highly recommending us to your friends. We truly appreciate it. Trust that we will continue to improve our system and processes. Again, thank you for your support.

Mark
Agent in USA
Versicherung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Use Of NowCerts

4,0 vor 5 Jahren

Kommentare: This organizes the data so it cuts down the folders needed to become more paperless...and more virtual.

Vorteile:

Pretty straight forward in its usage - once you get the approach that NowCerts uses to store and organize the data and the usefulness of the data that has been put in this data base. I like that I can access it via my phone, too!

Nachteile:

sometimes it is slower to response in saving and or locating a data file - but it might be my system. It does not have two address data bases - mailing vs physical address vs alternative address

Antwort von NowCerts

vor 5 Jahren

Thank you for the honest feedback, Mark. Your feedback is highly appreciated. We use this to better our features and services. Thank you for doing business with us. =)

Parris
Agent in USA
Versicherung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

NowCerts is the best Agency Management application

5,0 vor 5 Jahren

Kommentare: Have been a couple years since I migrated my agency from a Software based to NowCerts web based platform and the functionality and how customizable it is is invaluable. Great product and great team working behind it.

Vorteile:

Easy of use, web based and stellar customer service, if you have any issue they will be on it and will find a fix for you.

Nachteile:

Nothing really as when there is an issue [SENSITIVE CONTENT HIDDEN] and his team are always available.

Antwort von NowCerts

vor 5 Jahren

Thank you for sharing your NowCerts experiences, Parris. We are happy you are part of our NowCerts family. It is our goal to make our system as easy to use as possible and to allow as much customization as we can. Again, thank you for the trust.

John
Agency Principal in USA
Versicherung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Best Insurance Management System

5,0 vor 5 Jahren

Kommentare: The system is always changing to better service our agency and client information.

Vorteile:

I have been in this business for 42 years and this has to be the best Management System I have used over all the years. The staff and management of Now Certs are very receptive to updates and suggestions. I also appreciate the great customer service! I will highly recommend this product to other agencies.

Nachteile:

I have not had any issues with the software.

Antwort von NowCerts

vor 5 Jahren

Thanks for the awesome review, John. We appreciate you and thank you for your loyalty and trust! We are happy you are enjoying NowCerts. =)

CHERI
OFFICE MANAGER in USA
Versicherung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

NOWCERTS Review

5,0 vor 4 Jahren

Kommentare: Very great experience. They are so easy to work with.

Vorteile:

I have used several management programs in the past and NowCerts has been by far the most user friendly. Their customer service team has been so wonderful to work with.

Nachteile:

The only issue that I have is that some of my downloads have duplicated. Nowcerts said this is a problem with the companies that are downloading but they are saying it is a problem with my management system.

Antwort von NowCerts

vor 3 Jahren

Thank you for the great review!

Jackie
President in USA
Versicherung, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

The best AMS for the price

5,0 vor 5 Jahren

Kommentare: We have tried at least 3 agency management systems in the past, but the layout don’t look as nice & clean and intuitive as NowCerts. My staff is very happy with their “superfast” service. My partner loves [SENSITIVE CONTENT HIDDEN] because he is always open to new ideas to make their system better. Besides that, the support team always respond to our requests after business hour.

Vorteile:

The layout looks nice & clean and intuitive.

Nachteile:

If I can remove or hide all the unused navigation tabs for Personal Lines.

Jaime
Office Manager in USA
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Customer service is amazing and they are very understanding and helpful with the smaller companies.

5,0 vor 7 Jahren

Vorteile:

I have needed for a very long time something easy to navigate and teach to others for agency management. I'm not the sharpest tech person and this system is by far easy for dummies like me to use. And having the live help chat pop up it the most amazing thing.

Nachteile:

Sometimes there are small software glitches in the system but they are easily fixed and communication when something has gone down and back up is amazing.

Antwort von NowCerts

vor 5 Jahren

Thank you for the trust, Jaime. We always try to provide excellent features and service to clients like you, small or big. Thank you for your business.

Jake
Agent in USA
Versicherung, 2–10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Thank you NowCerts

5,0 vor 5 Jahren

Kommentare: Allowing clients to have access to documents and files is great. Integrating all the aspects of Agency functions (emails, AMS, file storage, downloads, marketing, etc) and it all being user friendly is a huge upgrade over the other giant AMS companies out there. Plus, the customer service has been really great, again unlike the other companies out there.

Vorteile:

Ease of use, functionality, integration, flexibility...it is cutting edge and leading the industry in the way it needed to go 10 years ago!

Nachteile:

Some delays occur when changing from screen to screen

Antwort von NowCerts

vor 5 Jahren

Thanks for the kind words, Jake. We try our best to always deliver the best customer experience possible. That's why we partner with other top rated programs to help agencies, like yours, succeed. Thank you again. =)

Ira
Manager/ Broker in USA
Versicherung, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Software Quality

5,0 vor 5 Jahren

Kommentare: Able to file and locate everything very fast, i can text as well as anything else i need to do right from Now Certs.

Vorteile:

Easy and Very Effective to use, everything i need to do i am able to do with ease.

Nachteile:

The only thing i wish was different is that when on my Dashboard and reviewing my tasks or prospects and i wanna backpage to last page

Antwort von NowCerts

vor 5 Jahren

Thank you for the awesome review, Ira. It is our goal to make our system as easy to use as possible. Rest assured that we keep our system updated with new and better features. Again, thank you.

Cindy
Agent/Owner in USA
Versicherung, 2–10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

So Glad I found NowCerts!!

5,0 vor 8 Jahren

Kommentare: I own an Independent Agency and the Client Management system I was using did not really help me much. NowCerts is an AGENCY Management System and It helps me with Everything! Client info, Tasks, Reports, Certs, Acord Forms and much more! It is affordable and really covers everything an Agency needs! The NowCerts team is also really great! Thanks so much! Cindy Weigel - Roxy Insurance

Vorteile:

It is user friendly and covers pretty much everything I need to run my Agency. I also like the affordability of it!!

Nachteile:

Getting started - I am sure most Agencies need to put in the same Carrier info. It would be nice if you could give us a list so we don't have to hunt it all down. Example, Travelers - NAIC number, correct address and correct name. We can add our reps info but if we had the bulk of it for all the Major Carriers that would be great. I am sure it will all matter so that is the only thing that has slowed me down :)

Antwort von NowCerts

vor 5 Jahren

Thank you for the honest review, Cindy. We really appreciate it as it can help us improve and better our features. Again, thank you for the kind words.

Andrew
Administrator in USA
Versicherung, 2–10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Easy to use, very helpful staff, all of the things you need to meet your clients expectations.

5,0 vor 7 Jahren

Kommentare: Office organization, Certificates "on demand", knowledgeble stuff not just in software but in the industry as well.

Vorteile:

This software has organized my office operations, it has far surpassed my expectations. Being new to the insurance industry (less than one year) and having being exposed to people trying to sell me different types of Office Management Software has left me very fearful of the investment that I thought was required in order to have such product. I was very apprehensive about committing to anyone as I wasn't sure what exactly I would be getting as well as the investment, I thought, would be required. First, let say that NowCerts has far surpassed my expectations as a software. Second, the support I received from the staff at NowCerts is invaluable. I wish I would have done this much sooner.

Antwort von NowCerts

vor 5 Jahren

Thank you for the trust, Andrew. We try to offer innovative solution for both new and established agencies. Thank you again.