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NowCerts
Description de NowCerts
NowCerts propose un système de gestion de compagnie d'assurance sur le cloud, méticuleusement conçu, sécurisé, intelligent et intuitif.
- Sous-traitance des certificats d'assurance
- Envoi de certificats par fax, e-mail ou services postaux américains
- Intégration à QuickBooks
- Téléchargements pour le transporteur
- CRM
- Gestion des politiques
- Tous les formulaires d'accord
- Suivi des commissions
- Formulaires marketing envoyés par fax, e-mail ou services postaux américains
- Outil de gestion des pertes et d'acquisition
- Et de nombreuses autres fonctionnalités exclusives sans frais supplémentaires
Qui utilise NowCerts ?
Agents d'assurance. Compagnies d'assurance. Compagnie d'assurance. Agents d'assurance IARD indépendants. Agents sous contrat. Les agents travaillant sur des dossiers Particuliers et Entreprises.
NowCerts ne vous convainc pas tout à fait ?
Comparer avec une alternative populaire
NowCerts
Alternatives à NowCerts
Avis sur NowCerts
Alternatives envisagées précédemment :
THE NEW AMS
Commentaires : NowCerts has allowed us to move away from expensive and clunky QQ Catalyst. They have a nice support team that will walk you through any questions and are very patient. They are currently working on Version 2.0 which we are excited about.
Avantages :
Coming from QQ Catalyst, NowCerts is 100x better. They have detailed training video's explaining step by step what you need to do to get setup. There's a lot to the system but once you work with it for a bit you will learn as you go. For what you get, the price is terrific as well.
Inconvénients :
There is more of a learning curve than I expected. Also, there is a lot going on in terms of the layout which can be a bit intimidating at first. I would like to see a cleaner interface.
Alternatives envisagées précédemment :
Everything you need
Commentaires : It is easy to figure out. It is browser based as opposed to needing a downloaded application like many larger systems do. And the price point is very competitive
Avantages :
What I appreciate most is not necessarily the software, but rather the responsiveness of the company that runs it. I first tried the system for a few months about 4 or 5 years ago. It did not have all the features I was looking for, but the most critical missing piece was HIPAA compliance. I brought it to their attention and the next year they reached out to me letting me know they had upgraded to new servers with HIPAA security compliance, but I had already chosen a different provider. Now, years later, I began looking again through MANY different CRM/AMS systems. They have implemented so many features that I had asked for previously and they are very responsive when I inquire about anything.
Inconvénients :
They are still lacking a little in the Medicare arena. While they did add a Medicare info section to the Client profile, the Product list only has "Health" in general, not Medicare Advantage, Medicare Supplement, Part D, nor other senior products like Critical Illness and Long Term Care. I find this to be a common oversight of many P & C AMS systems that are trying to cater to all lines. Also, while they have made a good effort at integrations, it is missing a few that are important to us: our rater (EZLynx), our current VOIP system (phone.com), etc...
Alternatives envisagées précédemment :
Great Product Once Set Up
Commentaires : Our agency ended up cancelling our subscription for service after struggling for months to complete set up. It is not as easy as a simple download and many of the features (that are helpful) needed to be manually set up. If agency has a dedicated individual that can facilitate the importing and set up of system it would be helpful, but trying to get it up and manage agency simultaneously did not work out as we hoped.
Avantages :
Functionality and reports are great. Ease of finding information
Inconvénients :
Difficult, labor intensive and cumbersome set-up.
Réponse de l'équipe de NowCerts
il y a 3 ans
Thank you for the honest review! We are glad that the reports and functionality were great for your agency! However, we are sad to see that you felt onboarding was not up to par for your agency. We have onboarding training free of charge to new subscribers that is available to utilize and have also improved the onboarding experience even more in the last year. We hope that if you decide to look for another AMS in the future that you would keep us in mind and not hesitate to reach out if you need more assistance with getting started again.
Alternatives envisagées précédemment :
Best Agency Management Software on the Planet!
Commentaires : Other than the annual increases, they've been the most responsive and service oriented software company I've dealth with...and I've dealt with too many. They take ownership of their issues and make changes very fast.
Avantages :
I love this system. As a broker/owner for over 30 years, I have seen every system you can imagine. At every Association Expo, I see new systems. Nothing compares to NowCerts. It is so easy to use. The intuitiveness of flow and adding new customers is a breeze. The information I have available to me is so easy. I hope they don't get bought out like every other innovative company.
Inconvénients :
Prices change every damn year! I know that prices go up...but this has been a roller coaster. The only reason I stick is because I love the system. I'm willing to pay what they want, up to a point. That point is very very soon. At a certain level, it loses its value...and you're willing to go back to something inferior just to teach them a lesson on how to treat a customer as something other than a checking account.
Alternatives envisagées précédemment :
Good looking system & improving all the time
Commentaires : They're knowledgeable and always willing to find the answers. It's great working with representatives.
Avantages :
The look & feel of the dashboard isn't as overwhelming with other systems. Once you understand how it works, there are so many possibilities.
Inconvénients :
Anticipation of the changes coming in the 2.0 version.
Réponse de l'équipe de NowCerts
il y a 5 ans
Thank you for the kind words, Gracie. We will continuously update and improve our system and services to give you more ease in doing your business. Again, thank you for doing business with us. =)
