NowCerts

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SoftwareWorld Editorial Review

Why SoftwareWorld Chooses NowCerts

"Insurance agencies often turn to NowCerts because it helps manage policies, certificates, and client records in one place. Day-to-day tasks like tracking renewals and handling documentation become easier to organize, which saves time for smaller teams. It works well for independent agents who need a straightforward way to stay on top of their book of business. That said, larger agencies with complex multi-department workflows may find the platform limiting as their operational needs grow."
SoftwareWorld Review Team
SoftwareWorld Highly Recommended 2026
Decision Snapshot

NowCerts Evaluation Snapshot

Review the most important product facts, official access information, and SoftwareWorld’s page-level trust standards in one place.

User Rating5.0 / 5
Starting Price$99 / month
Free TrialAvailable
Free VersionNo
APINot specified
DeploymentCloud Hosted, Deployment Type
HeadquartersUnited States
✎
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Product Overview

NowCerts Overview

Product description, media, company details, support, training, deployment, customer size, languages, and industries.

About NowCerts

NowCerts is a specialized insurance agency software designed to streamline the management of insurance policies and client relationships. This platform provides comprehensive tools for managing policy renewals, claims processing, and client communications. With its intuitive interface, agents can easily track client interactions, generate quotes, and manage policy documentation. NowCerts includes features for reporting and analytics, enabling agencies to monitor performance and identify opportunities for growth. The software also supports integration with various CRM systems, enhancing overall operational efficiency. Ideal for insurance agencies and brokers, NowCerts empowers organizations to optimize their agency management processes and deliver exceptional client service.
Company NowCerts
Founded 2009
Headquarters United States
Employees 51-100

Support

24x7 Support Email Phone Chat FAQs/Forum

Training

Live Online Webinar Documentation Videos

Licensing & Deployment

Proprietary Cloud Hosted On-Premise Web-Based Windows Mac Linux

Typical Customers

Self-Employed Small-Business Midsize-Business
Languages Supported 1 language available
English
Industries Served 1 industry available
Insurance

Why Choose NowCerts

Problem it Solves

  • Problem it Solves Streamlining Insurance Agency Management And Client Communication

Target Users

  • Target Users Insurance Agents
  • Target Users Insurance Brokers
  • Target Users Agency Owners
  • Target Users Customer Service Representatives
  • Target Users Insurance Agency Managers

Core Use Case

  • Core Use Case Manage Insurance Policies
  • Core Use Case Generate Certificates Of Insurance
  • Core Use Case Automate Policy Renewals
  • Core Use Case Track Claims
  • Core Use Case Access Client Information

USP

  • USP Streamline Insurance Management With NowCerts' Intuitive Platform

Pros

  • Pros Cloud-based AMS built specifically for independent insurance agencies
  • Pros Policy management stays organized even across multiple carriers and lines
  • Pros Built-in ACORD forms save agents significant time on paperwork
  • Pros Certificate of insurance generation is fast and largely automated
  • Pros Texting and email tools keep client communication inside one platform
  • Pros Surprisingly affordable pricing compared to older agency management systems
  • Pros Carrier downloads reduce manual data entry for policy updates
  • Pros Accounting features cover commissions and invoicing without needing separate software

Cons

  • Cons Reporting customization feels limited for data-heavy agency workflows
  • Cons Mobile experience doesn't match the depth of desktop functionality
  • Cons Pricing climbs noticeably as agencies scale their book of business
  • Cons Some third-party integrations require extra manual steps to maintain
Editorial Buyer Guidance

Who Is NowCerts Best For?

Review the buyer problem, target users, practical use cases, and product differentiator identified by the SoftwareWorld review team.

Problem It Solves

Streamlining Insurance Agency Management And Client Communication

Target Users

  • Insurance Agents
  • Insurance Brokers
  • Agency Owners
  • Customer Service Representatives
  • Insurance Agency Managers

Core Use Cases

  • Manage Insurance Policies
  • Generate Certificates Of Insurance
  • Automate Policy Renewals
  • Track Claims
  • Access Client Information

Unique Selling Point

Streamline Insurance Management With NowCerts' Intuitive Platform

Strengths and Limitations

NowCerts Pros & Cons

Consider the practical advantages and limitations identified through SoftwareWorld's product assessment.

+

Pros

  • Cloud-based AMS built specifically for independent insurance agencies
  • Policy management stays organized even across multiple carriers and lines
  • Built-in ACORD forms save agents significant time on paperwork
  • Certificate of insurance generation is fast and largely automated
  • Texting and email tools keep client communication inside one platform
  • Surprisingly affordable pricing compared to older agency management systems
  • Carrier downloads reduce manual data entry for policy updates
  • Accounting features cover commissions and invoicing without needing separate software
!

Cons

  • Reporting customization feels limited for data-heavy agency workflows
  • Mobile experience doesn't match the depth of desktop functionality
  • Pricing climbs noticeably as agencies scale their book of business
  • Some third-party integrations require extra manual steps to maintain
Category-Based Capabilities

NowCerts Features

Each category combines the selected software category, its category-specific description, and the features assigned to that category.

Commercial Insurance Software 11 selected features Open category ↗ ⌄
Billing & Invoicing Customer Portal Commission Management Insurance Rating Claims Management Reinsurance Administration Quotes/Estimates Broker/Agent Portal Risk Assessment Underwriting Management Document Management
Insurance Software 14 selected features Open category ↗ ⌄
Insurance Rating Contact Management Insurance Policy Management Document Management Claims Management Self Service Portal Property & Casualty Commission Management Policy Management Life & Health Workflow Management Audit Trail Quotes/Estimates Activity Tracking
Insurance Policy Software 11 selected features Open category ↗ ⌄
Rating Engine Billing & Invoicing Forms Management Renewal Management Cancellation Tracking Commission Management Claims Tracking Policy Issuance Reinstatement Tracking Underwriting Management Quotes/Estimates
Insurance Rating Software 10 selected features Open category ↗ ⌄
For Personal Insurance Multiple Line Rating Claims Management MGA Administration Commercial Lines Comparative Insurance Rating Customizable Reports Carrier Upload Broker/Agent Portal Multi-State
P&C Insurance Software 14 selected features ⌄
Billing & Invoicing Commission Management Insurance Rating Claims Management Document Management Reinsurance Administration Quotes/Estimates Customer Portal Underwriting Management Third-Party Integrations Broker/Agent Portal Insurance Policy Management Property & Casualty Reporting/Analytics
Connected Applications

NowCerts Integrations

Integration information is displayed only when approved integration products are available on the profile.

Showing 8 of 9 integrations
Pricing Information

NowCerts Pricing

Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.

Pricing Type Per Feature
Preferred Currency USD ($)
Free Trial Available
Free Version NA
Payment Frequency Monthly Subscription
Essentials
$99 Per Month
Professional
$169 Per Month
Business
$349 Per Month

Prices shown are profile information and may not include taxes, regional differences, introductory terms, usage limits, or add-ons. Confirm current plans on the vendor website.

Verified User Feedback

NowCerts Reviews

Approved reviews submitted through verified Google or LinkedIn reviewer accounts.

Write a NowCerts Review ↗
5.0
Based on 2 approved reviews
5 stars 100%
4 stars 0%
3 stars 0%
2 stars 0%
1 star 0%
Brandon G.
Brandon G. President

Exceptional Support and User-Friendly Platform

My experience has been fantastic! The team is extremely helpful and responsive whenever any issues come up. Even though I run a very small agency, they’ve implemented features based on my suggestions, which is truly remarkable. I love that there’s no software to install—you can simply log in through any browser. Clients can also download their own certificates, which is very convenient. While a few mechanics in the system can feel a bit awkward at times, the overall benefits far outweigh these minor quirks.

Reviewed on July, 2023
Gretchen F.
Gretchen F. CSR

Simplifies Certificate Management Effortlessly

Once you get the hang of it, this platform makes managing certificates significantly easier. The product is straightforward and very user-friendly, which helps streamline the entire process. On occasion, some information may be duplicated or inaccurate, but overall, it still makes handling certificates much more efficient than doing it manually.

Reviewed on January, 2023
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Top NowCerts Alternatives

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Frequently Asked Questions

NowCerts FAQs

Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.

NowCerts is a specialized insurance agency software designed to streamline the management of insurance policies and client relationships. This platform provides comprehensive tools for managing policy renewals, claims processing, and client communications. With its intuitive interface, agents can easily track client interactions, generate quotes, and manage policy documentation. NowCerts includes features for reporting and analytics, enabling agencies to monitor performance and identify opportunities for growth. The software also supports integration with various CRM systems, enhancing overall operational efficiency. Ideal for insurance agencies and brokers, NowCerts empowers organizations to optimize their agency management processes and deliver exceptional client service.

  • No, NowCerts does not offer a free version.

  • Yes, NowCerts offers a free trial.

  • No, Credit Card details are not required for the NowCerts trial.

  • NowCerts offers the following pricing plans & packages:

    Essentials

    $99 Per Month

    Professional

    $169 Per Month

    Business

    $349 Per Month

  • NowCerts supports the following payment frequencies:

    • Monthly Subscription

  • No, NowCerts does not offer an API.

  • NowCerts can be integrated with the following applications:

    • Salesforce Sales Cloud , QuickBooks Online , Google Workspace , Slack , Zoom Meetings , Applied Epic , DocuSign , Microsoft Teams , Dropbox

  • NowCerts offers support with the following options:
    • 24x7 Support , Email , Phone , Chat , FAQs/Forum

  • NowCerts offers training with the following options:
    • Live Online , Webinar , Documentation , Videos

  • NowCerts supports the following languages:
    • English

  • Following are the typical users of the NowCerts:
    • Self-Employed , Small-Business , Midsize-Business

  • NowCerts supports the following deployment:
    • Cloud Hosted , On-Premise

  • NowCerts supports the following devices and operating systems:
    • Web-Based , Windows , Mac , Linux
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