NowCerts

NowCerts

par NowCerts

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.

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

Informations sur NowCerts

NowCerts

http://www.nowcerts.com/

Fondé en 2009

Prix de NowCerts

NowCerts n'est pas disponible en version gratuite mais propose un essai gratuit. La version payante de NowCerts est disponible à partir de 69,00 $US/mois.

À partir de

69,00 $US/mois

Version gratuite

Non

Essai gratuit

Oui

Déploiement

Cloud, SaaS, web

Formation

Formation en ligne en direct

Webinaires

Documentation

Ressources d'aide

Service de support permanent (réponse directe)

NowCerts - Fonctionnalités

Logiciels d'agence d'assurance
Assurance de biens et multirisque
Classement des assurances
Gestion des commissions
Gestion des contacts
Gestion des devis
Gestion des documents
Gestion des polices d'assurance
Gestion des réclamations
Santé et vie

Avis sur NowCerts

Afficher 5 avis sur 142

Note globale
4,8/5
Facilité d'utilisation
4,7/5
Service client
4,9/5
Fonctionnalités
4,7/5
Rapport qualité-prix
4,9/5
Nik K.
AGENCY OWNER
Assurance, 2-10 employés
Temps d'utilisation du produit: 1 à 5 mois
  • Note globale
    5/5
  • Facilité d'utilisation
    4/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    8/10
  • Provenance de l'utilisateur 
  • Publié le 07/11/2019

"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.

  • Provenance de l'utilisateur 
  • Publié le 07/11/2019
Lawrence L.
Owner/Broker
Assurance, Auto-entrepreneur
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • Publié le 25/07/2019

"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.

  • Provenance de l'utilisateur 
  • Publié le 25/07/2019
Paul S.
Vice President - Commercial Lines
Assurance, 2-10 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    4/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    3/5
  • Support client
    5/5
  • Rapport qualité-prix
    4/5
  • Probabilité de recommander le produit
    6/10
  • Provenance de l'utilisateur 
  • Publié le 07/06/2019

"Great Concept - Needs a little bit of polish"

Commentaires: My overall experience has been positive and I have seen the potential with this software. In my opinion this software needs a little more "polish" before I may recommend it to colleagues with larger agencies.

Avantages: 1 - Web based. Multiple clients are able to be open at the same time using browser tabs.
2 - Integrates with other technologies to provide a comprehensive experience.
3 - Intuitive and easy to get comfortable with.
4 - At the end of the day I was able to get my work done
5 - AWESOME customer service! Thank you Peter!!!

Inconvénients: 1 - Software hiccups - items that are not insurmountable, but are annoying and time consuming. I can name at least 3.
2 - No mobile portal.
3 - No formal training provided. This could be seen as a plus as I was able to pretty much figure most of how the software operates on my own. Unfortunately, I am still not certain of the full power of this software.
4 - The file management is not very well done and there are multiple places to store files and only a cumbersome way to view all the places/policies files are stored.

Réponse de l'éditeur

envoyé par NowCerts le 27/06/2019

Thank you Paul for the thorough and honest review of NowCerts. We appreciate the feedback from our clients and do our best to meet your needs. Again, thank you.

  • Provenance de l'utilisateur 
  • Publié le 07/06/2019
Andrew S.
Owner
Assurance, 2-10 employés
Temps d'utilisation du produit: 6 à 12 mois
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • Publié le 27/05/2020

"Thanks for a Great Product, and even better Support!"

Commentaires: The certificate process and zip file generation is awesome, the id card generator is amazing, and the customer service is unbelievably better than I could have ever hoped for. [SENSITIVE CONTENT HIDDEN] called me back within 5 minutes and was extremely pleasant to work with, and provided the answers I needed and offered more than I could have hoped for.

Avantages: Ease of use from submission to binding and auto id/certs.

Inconvénients: Sometimes I feel I'm entering info more than once...most likely due to me not completing the fields properly, or checking the right boxes!

Réponse de l'éditeur

envoyé par NowCerts le 04/06/2020

Thank you Andrew for the awesome review! We are happy you are enjoying NowCerts and our Support. Please let us know if we can ever be of help in the future. - JBA

  • Provenance de l'utilisateur 
  • Publié le 27/05/2020
Cheri D.
OFFICE MANAGER
Assurance, 2-10 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5/5
  • Facilité d'utilisation
    4/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    9/10
  • Provenance de l'utilisateur 
  • Publié le 05/05/2020

"NOWCERTS Review"

Commentaires: Very great experience. They are so easy to work with.

Avantages: I have used several management programs in the past and NowCerts has been by far the most user friendly. Their customer service team has been so wonderful to work with.

Inconvénients: The only issue that I have is that some of my downloads have duplicated. Nowcerts said this is a problem with the companies that are downloading but they are saying it is a problem with my management system.

  • Provenance de l'utilisateur 
  • Publié le 05/05/2020