Wer verwendet NowCerts?

Versicherungsagent*innen. Versicherungsagenturen. Versicherungsagentur. Unabhängige P+C-Agent*innen. Konzerneigene Agent*innen. Kommerzielle und private Geschäftsbücher.

Was ist NowCerts?

Sorgfältig entwickelt, sicher, intelligent und intuitiv: So ist das cloudbasierte Versicherungsagenturmanagementsystem von NowCerts aufgebaut.
– Outsourcing von Versicherungszertifikaten
– Senden von Zertifikaten per Fax, E-Mail oder US-Post
– QuickBooks-Integration
– Carrier-Downloads
- CRM
– Richtlinienmanagement
– Alle Accord-Formulare
– Kommissions-Tracking
– Marketingformulare, die per Fax, E-Mail oder US-Post gesendet werden
– Tool für Anspruchsverläufe (Loss Runs)
– Und viele weitere exklusive Funktionen ohne zusätzliche Kosten

NowCerts – Details

NowCerts

http://www.nowcerts.com/

Gegründet 2009

NowCerts – Kostenübersicht

NowCerts bietet keine Gratisversion, aber eine kostenlose Testversion. Die kostenpflichtige Version von NowCerts ist ab 69,00 $/Monat verfügbar.

Startpreis

69,00 $/Monat

Kostenlose Version

Nein

Gratis Testen

Ja

Einsatz

Cloud, SaaS, Web

Training

Live Online

Webinare

Dokumentation

Kundenbetreuung

24/7 (Live Vertreter)

NowCerts Funktionen

Versicherungssoftware
Angebotsmanagement
Dokumentenmanagement
Kontaktmanagement
Leben & Gesundheit
Provisionsmanagement
Reklamationsabwicklung
Schaden- und Unfallversicherung
Versicherungseinstufung
Verwaltung von Versicherungspolicen

NowCerts – Nutzerbewertungen

Zeigt 5 von 142 Nutzerbewertungen

Gesamt
4,8/5
Benutzerfreundlichkeit
4,7/5
Kundenservice
4,9/5
Funktionen
4,7/5
Preis-Leistungs-Verhältnis
4,9/5
Nik K.
AGENCY OWNER
Versicherung, 2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    4/5
  • Eigenschaften & Funktionalitäten
    5/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Wahrscheinlichkeit der Weiterempfehlung
    8/10
  • Quelle des Nutzers 
  • Bewertet am 7.11.2019

"THE NEW AMS"

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.

  • Quelle des Nutzers 
  • Bewertet am 7.11.2019
Lawrence L.
Owner/Broker
Versicherung, Selbstständig
Verwendete die Software für: Mehr als 2 Jahre
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    5/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Wahrscheinlichkeit der Weiterempfehlung
    10/10
  • Quelle des Nutzers 
  • Bewertet am 25.7.2019

"Best Agency Management Software on the Planet!"

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.

  • Quelle des Nutzers 
  • Bewertet am 25.7.2019
Paul S.
Vice President - Commercial Lines
Versicherung, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
  • Gesamtbewertung
    4/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    3/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    4/5
  • Wahrscheinlichkeit der Weiterempfehlung
    6/10
  • Quelle des Nutzers 
  • Bewertet am 7.6.2019

"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.

Antwort des Softwareanbieters

von NowCerts an 27.6.2019

Thank you Paul for the thorough and honest review of NowCerts. We appreciate the feedback from our clients and do our best to meet your needs. Again, thank you.

  • Quelle des Nutzers 
  • Bewertet am 7.6.2019
Cheri D.
OFFICE MANAGER
Versicherung, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    4/5
  • Eigenschaften & Funktionalitäten
    5/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Wahrscheinlichkeit der Weiterempfehlung
    9/10
  • Quelle des Nutzers 
  • Bewertet am 5.5.2020

"NOWCERTS Review"

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.

  • Quelle des Nutzers 
  • Bewertet am 5.5.2020
Aaron A.
President
Versicherung, 2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    4/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Wahrscheinlichkeit der Weiterempfehlung
    9/10
  • Quelle des Nutzers 
  • Bewertet am 27.7.2019

"Everything you need"

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...

  • Quelle des Nutzers 
  • Bewertet am 27.7.2019