NowCerts

Kommentare: I started my Independent Insurance agency back in July 2015 after being an agent for around 4-5 years and had experience it TAMOnline from Applied Systems which costed by previous employer almost $ 800+ per-month. As a new agency I couldn't afford that and was for several months recording all accounts in Excel Sheet. Until it got exhaustive and kept missing things I checked online after some reasrch and found this, and gave it a shot. After joining I have been impressed with the support team hands on approach resolving any issues and updating this AMS and best part it's cloud based and no software installation of any sort is required just a good network connection. I have been issuing Certs from my iPhone while on the road marketing keeping in close touch with my clients. I love the next generation looks for this software and its fluidity of jumping from one option to the next. This software is also good as making notes and uploading any files it's kept in cloud and can be assessible from any device with a browser and connection, this is golden for us agencies who are making sure we document everything to prevent E&O Claims. Hands off to them, to many options to describe and for the price it's set per month is a steal for start-up and developed agencies.

Vorteile: Cloud based & accessibility from any device.
Excellent format of software and learning curve is great.

Nachteile: None

Kommentare: Very positive experience. I suggest Nowcerts to all my broker friends, as it gives you a fully functional CRM system for a low premium.

Vorteile: Simple to use, yet very comprehensive. I can enter all the information I want without a cap.
The clients are easy to enter and categorize. There's also no need for IT or tech support. I've been a client for 6 years and no tech issues. Lastly, the incredible price and value.

Nachteile: I would like the Custom Fields section to be a bit easier to access.