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NowCerts Support Center

Account Management

Setup Guide

Account Management

Learn how to set up your account for notifications, webmail, and user permissions and navigate the platform’s basic features for a smooth onboarding.

Setup Guide

Step 8: Add Signatures

Upload your Logo

Getting Started: Onboarding Checklist (downloadable)

How to Change the Number of Records Displayed per Page

NowCerts University

Training Checklist (downloadable)

Step 4: Add Carriers

Notification Settings

Common Data Import Errors

How to import data from EZ Lynx to NowCerts

Step 9: Sync Your Email

Setting Up and Using Custom Email Templates in Nowcerts

Step 9: Sync Your Email

How to import data from EZ Lynx to NowCerts

Faxing from Nowcerts Using your Own Fax Number

Agency Branding for Emails

Step 7: Set Up Agent Commission Rules

Importing your Data

Step 3: Add Agents

Step 2: Set Up Business Locations

NowCerts University

Step 1: Complete Agency Profile Information

Step 6: Set Up Agency Commission Rules

Step 5: Add MGAs

Integration with RingCentral VOIP Accounts

Important: Email Settings to Ensure that your Emails get Delivered

Tools to Manage Workflow

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Tips and Tricks

Texting character limit - w/ RingCentral designated text line - 800 characters

How to generate Agent(s) commissions for policies that agency commissions are reconciled

Billing Templates - Agency Fee/Carrier Fee/Surplus Lines tax/ Stamping fee

"My agent (user) can't see anything!" - and how to fix it

Políticas inactivas y acciones de políticas > Funcionalidad de acciones

Acords combine PDF - in numeric order to email

Límites de GL predeterminados: completar desde artículos asegurados hasta una póliza

Default GL limits - populate from insured items to a policy

Agency Bill vs Direct Bill - pmnts posted directly to a Carrier, MGA or Finance Com. sites

Factura de agencia frente a factura directa: pagos publicados directamente en un operador, MGA o empresa financiera. sitios

Acords combinan PDF - en orden numérico para enviar por correo electrónico

Logo/Link Icons for Agency Configuration & Email Signature

Naming document folders - do not include a "+" sign in the name

Cross-Selling Opportunities - Reports

"The Date field in Endorsement 0. is required"

Inactive Policies & Policy Actions > Actions functionality

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Known Issues

Known Issues Masterlist

Features

Ideas y solicitudes de funciones

Ideas and Feature Requests