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NowCerts Support 2
NowCerts Features
Website
Design Manager
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NowCerts Support Center
Additional FAQ Resources
Getting Started
Support
Account Management
Setup Guide
Tips and Tricks
Known Issues
Navigation
Features
Chrome Extension
Billing
Support Resources
NowCerts Features
Email Support
Carrier Downloads
Billing and Accounting
Reports
PDF&Acord forms
Integrations
Quoting&Raters
Website Integration
Fusion Add-On (Premium Feature)
Workflows
Getting Started
Additional FAQ Resources
Features and Specs
Account Subscription and Billing Support
Billing
NowCerts Support 2
NowCerts Features
Website
Design Manager
Additional FAQ Resources
Quick answers to the most common questions asked by users of the NowCerts Agency Management System.
Features and Specs
Ways to Link Multiple Insureds to the Same (Master) Policy
Can I Link Insureds?
"Link Insureds" vs. "Merge Insureds"
How do I Track my Prospects, Leads, & Opportunities?
Suspending Automatic Notifications
Automate Progressive Downloads & Downloader Plus
Option to Prompt a User to Set a Follow-Up
Send Multiple Files, Forms, & Form Sub-Folders
Duplicate the ACORD 50 for Easy Re-Issue Each Year at Renewal
How do I request and obtain loss runs?
Certificate Holder's Name is Too Long and Cuts Off On Certificates
X-Dates and X-Date Notifications
"Link Insureds" (vincular asegurados) frente a "Merge Insureds" (fusionar asegurados)
Mass Action Certificates Send
Can I Add My Own Categories when Importing My Data?
Is there a Way to Look Up the Co-Applicant vs. the Main Insured?
Using Multiple Browser Tabs for Easier Navigation and Data Access
How do I Change My Payment (Credit Card) Info
Is there a Way to View Only "Active" Accounts/Policies?
How do I Change the Insured on a Policy?
Linking Additional Insureds to policies, certificates
PDF Form Mapping Tool: Mapping Vehicles and Drivers
Sending Certificates for Linked Insureds
How do I Delete a Note?
How do I Access/Change an Insured's "Greeting Name"?
Upcoming Renewals, X-Dates, Referral Source, and Associated Reports
Using Your Custom PDF Forms to Import Data into Nowcerts
Drip-Marketing Campaigns & Mass Emailing
Add Your Own Line of Business
How can I Add New Referral Sources?
How Secure is My Data within Nowcerts?
How do I merge insureds?
Policy Status
Multi-Line Policies: Tracking by LOB
Who can View the Information I Put into NowCerts?
How to Create a Certificate for an "Additional Insured"
How can I View My Documents?
The Deluge of Reminders and Notifications
Generate Certificates for a List of Holders (Mass Action COI Generation)
How do I Remove an Agent from NowCerts?
Is NowCerts a Cloud-Based Service?
How do I get Items that have Multiples (Trucks, Drivers, Etc.) to Populate on the Form?
Best Way to Use the (Document/File) Drag-and-Drop Feature
How can I Import Insured and Policy Data (in Bulk) into NowCerts?
When adding new Drivers in NowCerts, how do I identify what state the Drivers License was issued?
X-Date y Notificaciones de X-Dates
Selecting a Default Agent/Producer
Holder's Name is Too Long
Insured Description Field
How do I Set Up a CSR?
How do I integrate NowCerts within my website?
Reports: Tracking Renewals, Cancellations, New Business, & Endorsements
When adding a policy type, where it list General Liability, Auto Liability, etc., can I add a different type of policy or business?
Submission of Quote Application (From Your Website Via Integration Widgets) Notifications
Getting Rid of Endorsement Notification Pop-Ups
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