NowCerts Support Center

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NowCerts Support Center

Support Resources

Integrations

Support Resources

Get help with NowCerts specific functions, platform overview, features and tools, and learn how to maximize the Agency Management System capabilities.

NowCerts Features

Using Tags to Customize Workflow

Renewal Center

Quote Applications

Pipelines

Integration Widgets: Applications to Improve Integration Between NowCerts and Your Website

Automatic Session Time-Out

How to Change Your Dashboard to Momentum?

Custom Fields: Allowing Storage of Data into Nowcerts that is Not Already Available in the System

Pipelines

How do I Handle Policy Renewals?

Creating an Insured

Reports Permissions

Self serving your own certificates

Converting a Prospect into an Insured

Creating a User Account for Your Insureds

Self-service certificate approval feature.

Where can I View and Change the Status of a Task?

Change "Policies" Default Search Filters

Work Groups

Understanding the New Pipelines Tools

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Email Support

Adding Multiple Email Accounts from which the Agency can Send Emails

Syncing Yahoo Business Emails

Google Workspace set up for webmail.

Syncing Google Emails

"Whitelisting" - Poner NowCerts en la lista blanca con su cuenta de correo electrónico

Selecting your webmail folders

Why Are My Emails Going To My Client's Spam Folder?

Email Account Settings are Out of Date

Syncing your Email in to the NowCerts Webmail

Google Workspace configurado para webmail.

Benefits of Email Synchronization

Matching & Tagging Emails to a Client File

Whitelisting NowCerts.com with Your Email Provider

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Carrier Downloads

Data Import Tool: Importing Data from Excel (CSV) Files

Carrier Downloads: Merging Options Explained

When & how do I Merge Carriers?

How do I Set Up an IVANS Account?

What Carriers does NowCerts' "Carrier Downloads" work with?

eDocs Downloads

What do I do if My Download Carrier is Not in IVANS?

Using Custom Fields (in Mapping) to Transfer Data into PDF Forms

Adding a "Parent" Carrier & linking each of its' subsidiaries as a "child carrier"

Carrier Downloads: Integration and Export Options

How do I Set-Up Carrier Downloads?

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Billing and Accounting

How to Delete an Agency or Agent Commission Statement

What is the most efficient way to process Direct Bill Statements that are not in a CVS format?

Setting up Export to QuickBooks (QB)

QuickBooks Integration - New

ePayPolicy

Billing Types

IN/OUT, Pass through, to Carrier Payments process

Reconciling Agency Commissions (Manual Reconciliation)

Forecast Agency Commission

Step By Step guide to uploading and reconciling Commissions from a CSV file

Agent/Producer Commissions reconciliation and statement preparation

QuickBooks Integration: Mapping, Synchronization, and Export

Split Premium and Commissions Rates with new feature

Merging large Direct Bill Agency Commission Statements from w/in the Carrier Download module

Agency Bill 100% (billed monthly)

Creating Billing for multiple policies with a single finance agreement

Add Agent commission from Agency Fee

Merchant services options in Nowcerts

Setting up a schedule of Expected Commission Payments

ePayPolicy

Agency Bill w/ outside financing

How to add an NSF fee to an invoice

Recording Monthly Earned Commissions

Exporting IFF (QuickBooks) reports - tips to avoid error messages

How can I delete an endorsement?

Issuing a credit on an overpaid invoice

Determine Agency Commission paid in a given period

Invoice options: recurring invoice and pay online option

General Ledger Chart of Accounts

Agency Bill - Paid-in-full

Endorsements

Unlock the QuickBooks lock on an Endorsement

How to Edit Endorsements with Receivables and Invoicing

Managing Endorsements with Endorsement Statuses

How to Create a Manual Invoice

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Reports

Retention Reports

How to Print Labels for Your Insureds

Methods to forecast agency cash flow for upcoming periods

Production and Revenue by Endorsement Report

PDF&Acord forms

Form Mapping (PDF) (Form Pre-fill)

Customize mapping for Acord forms

Integrations

Simply Easier Payments: Helping You Rethink Customer Payments

Honor Capital Step by Step Instructions

How do I Connect My VOIP Application (like RingCentral, Vonage, etc.) to NowCerts?

API REST de NowCerts: Buscar asegurados

RingCentral Extension for Google

Lightspeed Voice: More Than Just Talk

InfusionSoft Integration (Part 1)

API REST de NowCerts: campos personalizados

Back9 Integration with NowCerts

Importing Quotes from Applied Rater (SEMCAT)

Zapier y locutores

PL Rater Integration

Texting (SMS),Two-Way Texting, and Mass SMS

Bridging to Appulate

Formstack (anteriormente InsureSign): software de firma electrónica flexible para cualquier equipo

API REST de NowCerts

Zapier and Nowcerts

Honor Capital Instrucciones paso a paso

QuoteRush: Fast, Intelligent, Rating Technology

Setting Up TurboRater Integration

NowCerts REST API

HTML Forms Integration Guide

Custom Mapping to InfusionSoft

How to configure ePayPolicy with NowCerts

Imperial PFS Step by Step Instructions

NowCerts REST API: Custom Fields

Formstack Sign known issues

Integrating Custom HTML Forms

Formstack (formerly InsureSign): Flexible Electronic Signature Software for Any Team

How To Integrate: Twilio

OneDrive: Microsofts personal cloud storage

Smart Forms

NowCerts REST API: Search Insureds

Integrations Status List - Updated 20220113

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Quoting&Raters

Progressive Downloads, Downloader Plus

How to process Rater Imports

Progressive Downloads (Descargas de Progressive), Downloader Plus

Sending Quote applications to Comparative Raters

Website Integration

Setting up an Insured User accounts