Wer nutzt diese Software?

Insurance Agents. Insurance Agencies. Insurance Agency. Independent P&C Agents. Captive Agents. Commercial as well as Personal lines books of business.

Durchschnittliche Bewertung

138 Bewertungen
  • Gesamt 5 / 5
  • Benutzerfreundlichkeit 4.5 / 5
  • Kundenservice 5 / 5
  • Funktionen 4.5 / 5
  • Preis-Leistungs-Verhältnis 5 / 5

Produktdetails

  • Startpreis 69,00 $/Monat
  • Preisinformationen Per Agency (includes principal user) Each Additional User +$35 / month
  • Kostenlose Version Nein
  • Kostenlose Testversion Ja
  • Einsatz Cloud, SaaS, Web
  • Training Live Online
    Webinare
    Dokumentation
  • Kundenbetreuung 24/7 (Live Vertreter)

Angaben zum Hersteller

  • NowCerts
  • http://www.nowcerts.com/
  • Gegründet 2009

Über NowCerts

Meticulously Crafted, Secure, Intelligent and Intuitive is how we built the cloud-based NowCerts Insurance Agency Management System
- Outsourcing of Insurance Certificates
- Sending Certificates via FAX, E-mail or US Mail
- Quick Book Integration
- Carrier Downloads
- CRM
- Policy Management
- All Accord Forms
- Commission Tracking
- Marketing Forms sent via Fax, E-mail or US Mail
- Loss Runs obtaining tool
- And many more exclusive features at no additional cost

NowCerts Funktionen

  • Angebotsmanagement
  • Dokumentenmanagement
  • Insurance Policy Management
  • Kontaktmanagement
  • Leben & Gesundheit
  • Provisionsmanagement
  • Reklamationsabwicklung
  • Schaden- und Unfallversicherung
  • Versicherungseinstufung

Die hilfreichsten Reviews für NowCerts

Best Agency Management Software on the Planet!

Bewertet am 25.7.2019
Lawrence L.
Owner/Broker
Versicherung, Selbstständig
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

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.

Everything you need

Bewertet am 27.7.2019
Aaron A.
President
Versicherung, 2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

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...

Excellent for Start Up Agencies and those Expanding Rapidly

Bewertet am 8.6.2019
Adnan S.
President
Versicherung, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: 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

Vorteile: 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.

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

Antwort des Softwareanbieters

von NowCerts an 27.6.2019

Thank you Adnan for a thorough review of NowCerts. Thank you for being an excellent user and we hope to serve you well into the future. Thanks again!

Transitioning to NowCerts

Bewertet am 18.7.2019
Clyde G.
Agent
Versicherung, 2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Quelle des Nutzers 
4/5
Gesamt
5 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

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.

Antwort des Softwareanbieters

von NowCerts an 23.7.2019

Thanks for the kind words, Clyde. We really appreciate your honest feedback. Trust that we are continually improving our software, service, and processes to better serve your needs. Again, thank you. ;)

Good looking system & improving all the time

Bewertet am 20.6.2019
Gracie M.
Advisor
Versicherung, 2-10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Quelle des Nutzers 
4/5
Gesamt
4 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
4 / 5
Kundenbetreuung
4 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

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 des Softwareanbieters

von NowCerts an 27.6.2019

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. =)

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