NowCerts Features
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      Creating an Insured

      1. Navigate to the "+" Menu:
        • Option 1: From the main screen, click on the “+” icon and select “Insured.”
        • Option 2: From the navigation menu, click on “Insured.”
      2. Select "Add New Insured":
        • In the top right corner of the screen, click on “Add New Insured.”
      3. Search for Existing Insurance:
        • A search list will appear to help you avoid duplication.
        • Start typing a few letters of the insured's name to check if they already exist in the system.
      4. Manage Columns:
        • Adjust the view by managing the type, which controls which columns are expanded or minimized.
        • For example, selecting "Commercial" will display different columns than "Personal."
      5. Enter Insured Details:
        • Name: Enter the name of the insured.
        • DBA (Doing Business As): If applicable, enter the DBA name.
        • Greeting Name: Enter a greeting name.
        • FEIN Number: Enter the Federal Employer Identification number.
        • Acquisition Date: Enter the acquisition date.
        • Preferred Language: Select the preferred language.
        • Insured and Customer ID: Enter the insured ID (e.g., DOT number).
      6. Hover Over Info for More Details:
        • Hover over the info icons to see how each field can be used for various numbers or IDs.
      7. Set Additional Details:
        • Insured Status: Indicate if the insured is active.
        • Primary Office: If there are multiple locations, assign the insured to a specific location.
        • Type of Business: Select the type of business.
        • Address Information: Enter the address details.
        • Referral Source: Indicate who referred this business.
        • Description: Provide a description of the insured.
        • Principal/Coinsured: Add any principal or coinsured contacts.
        • Driver Information: If applicable, designate them as a driver on record.
      8. Enter Contact Information:
        • Add phone numbers, emails, and the website of the client.
      9. Suspend Notifications (if needed):
        • Use the suspended notifications tool to disable or suspend notifications like renewals, cancellations, expirations, and birthday emails for this specific client.
      10. Assign Agents or CSRs:
        • Assign the responsible agents or Customer Service Representatives (CSRs) to this client.
      11. Additional Fields for Life or Health Options:
        • If you selected a life or health insurance option, additional fields will expand for you to complete