Understanding NowCerts Service Requests

Understanding NowCerts Service Requests: A Simplified Guide

NowCerts Service Requests are a streamlined way for insurance agencies to manage client requests efficiently. These service tickets can be created either by your agency or directly by your clients through the website or client login portal. 

How Service Requests Work

1. Agency Submission: Your agency can manually enter service requests based on client communication.

2. Client Submission: Clients can submit requests through the website or login portal, allowing them to request changes or updates on their own time.

Benefits of Client-Submitted Service Requests

Clients can submit requests directly, specifying what needs to be changed, removed, or replaced. This reduces back-and-forth communication and ensures accuracy.

Types of Service Requests Available

• Driver Requests: Add, replace, or remove a driver from a policy.
• Vehicle Requests: Add, replace, or transfer a vehicle within a policy.
• Address Change: Update the client’s address.
• Certificate of Insurance (COI): Request a certificate of insurance.
• General: For any other types of requests.

Managing Service Requests

Once submitted, service requests can be viewed and managed in the Service Request List menu or through the Service Requests Pipeline in NowCerts. This helps keep everything organized and ensures timely follow-ups.

No Additional Manual Entry

One of the main conveniences of these service requests is that if the client enters the item, there is an option to automatically insert the insured item when the service request is completed. This ensures that all necessary details are accurately captured without additional manual entry, saving time for both the client and the agency.

NowCerts Service Requests simplify the process for both agencies and clients, making it easy to handle policy changes and other service needs efficiently.