They can obtain their certificates, request policy changes, make their policy payment, sign documents and many other things through the insured portal. You can create a user name for all of your insureds. Alternatively, you can bring your data through carrier downloads. It covers steps from obtaining your data from your current agency management system to importing that data to our system (small charge may apply). We have developed a set of procedures and scripts to help transition your database from another AMS into NowCerts. There are several ways of accomplishing this. Each user that needs a separate username to access the system will cost $39/month. You can have unlimited number of agents under your agency account for the $79/month. OR you can create your own form (Word, PDF, Excel), save it as a template and use it multiple times.
Chances are there is an Acord that will meet your needs. If it is an original document you need, you have access to all existing Acords forms in HTML or PDF. You can upload and save any document you want related to an insured then email it or fax it from the system. All certificates emailed or faxed through our system are free of charge. Your insureds can register for free and send certificates free of charge. There is no additional charge for Client Portal accounts. You can edit the cover page to look the way you want it (even on the fly). All faxes are sent form our server, but the cover page has your agency name and fax number. So, the “From” field will have your agency credentials. We can download all your contacts from QB, help you set them up in the system and then we can upload invoice, payments and other transactions from NowCerts into your Quick Books account.Īll certificates are sent using your agency email server. Yes! We have the ability to interface with QB. We have staff that will take phone calls for you and handle a variety of CSR related issues. Yes! With this unique service, we can handle all your certificates needs – full time or part time.
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