[Home](https://www.selecthub.com/) \> [Insurance Management](https://www.selecthub.com/category/insurance/) \> [Insurance Agency Management Systems](https://www.selecthub.com/c/insurance-agency-management-systems/) \> NowCerts Categories: * [Insurance Agency Management Systems](https://www.selecthub.com/c/insurance-agency-management-systems/) * [Insurance Software](https://www.selecthub.com/c/insurance-software/) * [...](#) ## What Is NowCerts? **Industry Specialties:** Insurance. NowCerts is a comprehensive insurance agency management software designed to streamline the operations of insurance professionals. It facilitates the management of policies, client relationships, and administrative tasks, enhancing overall productivity and efficiency. This platform is particularly well-suited for insurance agents and brokers across various sectors, including property, casualty, and life insurance, catering to both small and large agencies. Among its standout benefits are its robust customization options, seamless integration with industry tools, and an intuitive user interface that simplifies complex workflows. Popular features include automated workflows, detailed reporting, and secure document storage, which collectively help agencies centralize their operations effectively. Users have highlighted its reliability and ability to improve operational efficiency compared to similar solutions. Pricing for NowCerts varies based on agency size and specific needs, so it is recommended to contact SelectHub for a personalized quote tailored to individual requirements. PRICE $ $ $ $ $ COMPANY SIZE S M L DEPLOYMENT PLATFORM [ Try Before You Buy. Request a Free Demo Today! Request Demo It's completely free! ](https://pmo.selecthub.com/get-product-demo/?category=Insurance+Agency+Management+Systems&product%5Fname=NowCerts&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fp%2Finsurance-agency-management-systems%2Fnowcerts%2F&product%5Flogo=https%3A%2F%2Fcdn.selecthub.com%2Fproducts%2Faf88d16112663ef32519c582073f44c4-54d618aa9ec7c5f138a816ec64f6f87f%2Fresources%2Fnormal%2Flogo.png%3F1740588981) [Contributors](#view-contributors) ![Shauvik Roy]() Written by Shauvik Roy Technical Content Writer [Read Bio ](https://www.selecthub.com/author/shauvik-roy/) ![Pooja Verma]() Edited by Pooja Verma Content Editor [Read Bio ](https://www.selecthub.com/author/pooja-verma/) User Sentiment i ![User satisfaction level icon: excellent]() Based on 293 reviews: Add your rating: ![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]()![Screenshots]() Product Screenshots and Videos ## #12 NowCerts is ranked #12 in the Insurance Agency Management Systems product directory based on the latest available data collected by SelectHub. Compare the leaders with our In-Depth Report. [Get the Report Now ](https://pmo.selecthub.com/request-custom-scorecard?category%5Fslug=insurance-agency-management-systems&product%5Fslug=nowcerts&page%5Ftype=product&slug=nowcerts&product%5Fname=NowCerts&category=Insurance+Agency+Management+Systems&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fp%2Finsurance-agency-management-systems%2Fnowcerts%2F) ## NowCerts Pricing Based on our most recent analysis, NowCerts pricing starts at $99 (Monthly). [Get Price Quote](https://pmo.selecthub.com/get-product-pricing/?category=Insurance+Agency+Management+Systems&product%5Fname=NowCerts&origin%5Furl=https%3A%2F%2Fwww.selecthub.com%2Fp%2Finsurance-agency-management-systems%2Fnowcerts%2F&product%5Flogo=https%3A%2F%2Fcdn.selecthub.com%2Fproducts%2Faf88d16112663ef32519c582073f44c4-54d618aa9ec7c5f138a816ec64f6f87f%2Fresources%2Fnormal%2Flogo.png%3F1740588981&price=2) Price $ $ $ $ $ i Starting From $99 Pricing Model Monthly Free Trial Yes - [Request for Free](https://pmo.selecthub.com/free-trial/?product%5Fname=NowCerts&category=Insurance+Agency+Management+Systems&product%5Flogo=https://cdn.selecthub.com/products/af88d16112663ef32519c582073f44c4-54d618aa9ec7c5f138a816ec64f6f87f/resources/normal/logo.png?1740588981) ## Training Resources NowCerts is supported with the following types of training: Documentation In Person Live Online Videos Webinars ## Support The following support services are available for NowCerts: Email Phone Chat FAQ Forum Help Desk Knowledge Base Tickets Training 24/7 Live Support ## NowCerts Benefits and Insights Why use NowCerts? ### Key differentiators & advantages of NowCerts * **Streamlined Workflow:** NowCerts automates routine tasks, reducing manual data entry and freeing up time for agents to focus on client relationships and strategic initiatives. * **Enhanced Client Communication:** The platform integrates with email and SMS, allowing for timely and personalized communication, which improves client satisfaction and retention. * **Centralized Data Management:** All client information, policy details, and communications are stored in one place, making it easy to access and manage data efficiently. * **Improved Compliance Tracking:** NowCerts helps agencies stay compliant with industry regulations by providing tools to track policy renewals and document submissions. * **Customizable Reporting:** Generate detailed reports tailored to specific business needs, enabling data-driven decision-making and performance tracking. * **Seamless Integration:** The software integrates with various third-party applications, such as accounting and CRM systems, ensuring a cohesive technology ecosystem. * **Task Automation:** Automate repetitive tasks like policy renewals and reminders, reducing the risk of human error and ensuring timely follow-ups. * **Scalability:** As your agency grows, NowCerts scales with you, accommodating an increasing number of clients and policies without compromising performance. * **Cost Efficiency:** By reducing the need for manual processes and minimizing errors, NowCerts helps agencies save on operational costs and improve profitability. * **Enhanced Security:** With robust security measures in place, NowCerts ensures that sensitive client data is protected against unauthorized access and breaches. * **Real-Time Updates:** Stay informed with real-time updates on policy changes, claims status, and client interactions, enabling proactive management. * **User-Friendly Interface:** The intuitive design of NowCerts makes it easy for staff to learn and use, reducing training time and increasing productivity. * **Client Portal Access:** Clients can access their policy information and documents through a secure portal, enhancing transparency and trust. * **Efficient Document Management:** Easily upload, store, and retrieve documents, ensuring that all necessary paperwork is organized and accessible. * **Performance Analytics:** Analyze agency performance with built-in analytics tools, identifying areas for improvement and optimizing operations. ### Industry Expertise NowCerts, now known as Momentum, is a software solution that specializes in insurance agency management and is best suited for independent insurance agents and brokers who need a comprehensive platform to manage their business, store data, and connect with third-party insurance technology platforms. ## NowCerts Reviews Based on our most recent analysis, NowCerts reviews indicate a 'excellent' User Satisfaction Rating of 90% based on 293 user reviews from 3 recognized software review sites. ![User satisfaction level icon: excellent]() 293 reviews 90% of users would recommend this product ### Synopsis of User Ratings and Reviews Based on an aggregate of NowCerts reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst. #### Pros * **Intuitive Design:** NowCerts was developed with input from insurance professionals, resulting in a system tailored to the needs of insurance agencies. * **User-Friendly Interface:** User reviews often praise NowCerts for its ease of use and intuitive design, making it simple for agents to learn and navigate. * **Customizable Dashboards:** The software allows for personalized dashboards, enabling users to organize and prioritize information relevant to their daily operations. * **Certificate Processing:** NowCerts offers streamlined certificate processing, including self-service options for clients, simplifying a traditionally time-consuming task. * **ID Card Generation:** The software includes an ID card generator, allowing agencies to efficiently create and manage insurance ID cards for their clients. #### Cons * **Steep Learning Curve:** User reviews mention a steep learning curve, suggesting the software may not be intuitive for all users and could require significant time investment to master. * **Busy Interface:** Some users have described the interface as "busy," which could make navigation and finding specific functions more difficult than it should be. * **Data Import Challenges:** User reviews highlight difficulties with data import, including duplicate content, inaccurate information, and a lack of information in imported data. * **Limited Medicare Functionality:** NowCerts may lack comprehensive features specifically designed for managing Medicare products, which could be a drawback for agencies specializing in this area. * **Integration Limitations:** While NowCerts offers integrations with various third-party applications, it may not integrate with all the tools an agency uses, potentially requiring manual workarounds. #### Researcher's Summary: Is NowCerts the real deal when it comes to Insurance Agency Management, or are users left feeling like their premiums were a waste? User reviews from the past year paint a largely positive picture of NowCerts, highlighting its user-friendly interface, robust features, and exceptional customer service as key strengths. Users rave about the platform's intuitive design, making it easy to navigate and utilize its full range of functionalities, even for those new to agency management software. The certificate process, ID card generator, and customizable dashboard are frequently cited as standout features that streamline daily operations and save valuable time. However, some users have pointed out that the initial setup process can be somewhat time-consuming and may require dedicated effort to import and configure existing data. While this hasn't been a dealbreaker for most, it's a consideration for agencies without the bandwidth for a more involved onboarding experience. What truly sets NowCerts apart, according to users, is its responsiveness to feedback and commitment to continuous improvement. The company actively solicits and implements user suggestions, making it clear that they value the input of their customer base. This dedication to user satisfaction has fostered a loyal following, particularly among smaller agencies who appreciate the personalized touch and ongoing development. Overall, NowCerts is best suited for independent insurance agencies, especially those looking for an affordable, user-friendly, and feature-rich solution that doesn't require a steep learning curve. Its combination of intuitive design, robust features, and exceptional customer support makes it a compelling choice for agencies seeking to streamline their operations and enhance their overall efficiency. ## Key Features Notable NowCerts features include: * **Automated Workflows:** Streamline routine tasks with customizable automation, reducing manual input and enhancing efficiency. * **Client Portal:** Provide clients with a secure, self-service portal for accessing policy information and documents anytime. * **Policy Management:** Comprehensive tools for managing policy details, renewals, and endorsements with ease. * **Document Management:** Centralized storage for all agency documents, ensuring easy retrieval and organization. * **ACORD Forms Integration:** Seamless integration with ACORD forms for standardized data entry and sharing. * **Commission Tracking:** Detailed tracking of commissions with customizable reports to monitor agency revenue. * **Task Management:** Assign and track tasks within the agency to ensure accountability and timely completion. * **Carrier Downloads:** Automatic download of policy information from carriers, reducing data entry errors. * **Reporting and Analytics:** Generate insightful reports to analyze agency performance and identify growth opportunities. * **CRM Capabilities:** Built-in CRM features to manage client relationships and improve customer service. * **Integration with Third-Party Applications:** Connect with popular applications like QuickBooks and Zapier for enhanced functionality. * **Mobile Access:** Access NowCerts on-the-go with mobile-friendly features for agents in the field. * **Customizable Dashboards:** Tailor dashboards to display key metrics and information relevant to your agency's needs. * **Secure Data Handling:** Robust security measures to protect sensitive client and agency data. * **Training and Support:** Comprehensive training resources and responsive support to assist with any issues. ## Head-to-Head Comparison ![NowCerts Software Tool]() vs * [Agency Advantage](https://www.selecthub.com/insurance-agency-management-systems/nowcerts-vs-agency-advantage/) * [Agency Matrix](https://www.selecthub.com/insurance-agency-management-systems/agency-matrix-vs-nowcerts/) * [agencybloc](https://www.selecthub.com/insurance-agency-management-systems/agencybloc-vs-nowcerts/) * [AgencyPro](https://www.selecthub.com/insurance-agency-management-systems/nowcerts-vs-agencypro/) * [AgencyZoom](https://www.selecthub.com/insurance-agency-management-systems/agencyzoom-vs-nowcerts/) * [AgentCubed](https://www.selecthub.com/insurance-agency-management-systems/nowcerts-vs-agentcubed/) * [AMS360](https://www.selecthub.com/insurance-agency-management-systems/ams360-vs-nowcerts/) * [Applied Epic](https://www.selecthub.com/insurance-agency-management-systems/applied-epic-vs-nowcerts/) * [Better Agency](https://www.selecthub.com/insurance-agency-management-systems/better-agency-vs-nowcerts/) * [Broker Buddha](https://www.selecthub.com/insurance-agency-management-systems/nowcerts-vs-broker-buddha/) * [BrokerEdge](https://www.selecthub.com/insurance-agency-management-systems/nowcerts-vs-brokeredge/) * [CSR24](https://www.selecthub.com/insurance-agency-management-systems/nowcerts-vs-csr24/) * [EZLynx](https://www.selecthub.com/insurance-agency-management-systems/ezlynx-vs-nowcerts/) * [Gen4](https://www.selecthub.com/insurance-agency-management-systems/gen4-vs-nowcerts/) * [HawkSoft](https://www.selecthub.com/insurance-agency-management-systems/hawksoft-vs-nowcerts/) * [Jenesis](https://www.selecthub.com/insurance-agency-management-systems/nowcerts-vs-jenesis/) * [Layr](https://www.selecthub.com/insurance-agency-management-systems/nowcerts-vs-layr-insurance/) * [NextAgency](https://www.selecthub.com/insurance-agency-management-systems/nowcerts-vs-nextagency/) * [QQCatalyst](https://www.selecthub.com/insurance-agency-management-systems/qqcatalyst-vs-nowcerts/) * [Sircon](https://www.selecthub.com/insurance-agency-management-systems/sircon-vs-nowcerts/) * [Smart Agent](https://www.selecthub.com/insurance-agency-management-systems/nowcerts-vs-smart-agent/) * [Veruna](https://www.selecthub.com/insurance-agency-management-systems/nowcerts-vs-veruna/) ## Awards NowCerts stands above the rest by achieving an ‘Excellent’ rating as a User Favorite. ![User Favorite Award]() ## Similar Products Here are the most similar products to NowCerts. [ AgencySmart ](https://www.selecthub.com/p/insurance-agency-management-systems/agencysmart/) [ Layr ](https://www.selecthub.com/p/insurance-agency-management-systems/layr-insurance/) [ NextAgency ](https://www.selecthub.com/p/insurance-agency-management-systems/nextagency/) [ AgentCubed ](https://www.selecthub.com/p/insurance-agency-management-systems/agentcubed/) [ Smart Agent ](https://www.selecthub.com/p/insurance-agency-management-systems/smart-agent/) [ Agency Advantage ](https://www.selecthub.com/p/insurance-agency-management-systems/agency-advantage/) [ Jenesis ](https://www.selecthub.com/p/insurance-agency-management-systems/jenesis/) [ Agency Matrix ](https://www.selecthub.com/p/insurance-agency-management-systems/agency-matrix/) [ agencybloc ](https://www.selecthub.com/p/insurance-agency-management-systems/agencybloc/) [ AMS360 ](https://www.selecthub.com/p/insurance-agency-management-systems/ams360/) ## About the Contributors The following expert team members are responsible for creating, reviewing, and fact checking the accuracy of this content. [ ](https://www.selecthub.com/author/shauvik-roy/) Written by [Shauvik Roy](https://www.selecthub.com/author/shauvik-roy/) Technical Content Writer Shauvik Roy is a Market Analyst at Selecthub. He writes content for the insurance, risk management and legal domains. Hailing from the city of Kolkata, he has a Master's Degree in English from the University of Hyderabad. When he's not busy pitting one software against another, you will find him playing video games, reading sci-fi books or tinkering with his PC. [See Full Bio](https://www.selecthub.com/author/shauvik-roy/) [ ](https://www.selecthub.com/author/pooja-verma/) Edited by [Pooja Verma](https://www.selecthub.com/author/pooja-verma/) Content Editor Pooja Verma is a Content Editor and Technical Content Writer at SelectHub. She has over 5 years of experience covering software categories like CRM, marketing automation, supply chain management and endpoint security. Pooja earned a literature degree from Miranda House, DU and also holds a Master’s in Journalism from Symbiosis Institute of Media and Communication in India. [See Full Bio](https://www.selecthub.com/author/pooja-verma/) Your review has been submitted and should be visible within 24 hours. Review Title Pros Cons Overall feedback Your name Your job title Industry [Choose your main industry ](javascript:void%28%29) * [Accounting / CPA](javascript:void%28%29) * [Advertising](javascript:void%28%29) * [Aerospace & Defense](javascript:void%28%29) * [Agriculture](javascript:void%28%29) * [Apparel](javascript:void%28%29) * [Architecture](javascript:void%28%29) * [Auto Dealership](javascript:void%28%29) * [Automotive](javascript:void%28%29) * [Banking & Financial Services](javascript:void%28%29) * [Banking & Mortgage](javascript:void%28%29) * [Chemicals](javascript:void%28%29) * [Construction & Engineering](javascript:void%28%29) * [Construction / Contracting](javascript:void%28%29) * [Consulting](javascript:void%28%29) * [Consumer Products](javascript:void%28%29) * [Distribution](javascript:void%28%29) * [E-commerce](javascript:void%28%29) * [Education](javascript:void%28%29) * [Electronics](javascript:void%28%29) * [Energy & Utilities](javascript:void%28%29) * [Federal Government](javascript:void%28%29) * [Field Maintenance](javascript:void%28%29) * [Food & Beverage](javascript:void%28%29) * [Healthcare / Social Services](javascript:void%28%29) * [Hospitality / Gaming / Travel](javascript:void%28%29) * [Human Resources](javascript:void%28%29) * [Industrial Machinery](javascript:void%28%29) * [Information Technology & High Tech](javascript:void%28%29) * [Insurance](javascript:void%28%29) * [Legal](javascript:void%28%29) * [Maintenance / Field Service](javascript:void%28%29) * [Manufacturing](javascript:void%28%29) * [Marketing Services](javascript:void%28%29) * [Media & Communications / Entertainment](javascript:void%28%29) * [Mill Products](javascript:void%28%29) * [Mining / Metals](javascript:void%28%29) * [Mortgage](javascript:void%28%29) * [Non-Profit](javascript:void%28%29) * [Not Available](javascript:void%28%29) * [Oil & Gas](javascript:void%28%29) * [Other](javascript:void%28%29) * [Other Services](javascript:void%28%29) * [Payroll Provider](javascript:void%28%29) * [Pharmaceuticals](javascript:void%28%29) * [Professional Employer Organization](javascript:void%28%29) * [Professional Services](javascript:void%28%29) * [Property Management](javascript:void%28%29) * [Public Sector](javascript:void%28%29) * [Real Estate](javascript:void%28%29) * [Recruiting Agency](javascript:void%28%29) * [Religious Institutions](javascript:void%28%29) * [Retail](javascript:void%28%29) * [Sales & Marketing](javascript:void%28%29) * [Semiconductors](javascript:void%28%29) * [Software / IT](javascript:void%28%29) * [Sports and Recreation](javascript:void%28%29) * [Staffing Agency](javascript:void%28%29) * [State & Local Government](javascript:void%28%29) * [Telecommunications](javascript:void%28%29) * [Third-Party Administrator](javascript:void%28%29) * [Transportation & Logistics](javascript:void%28%29) * [Wholesale Distribution](javascript:void%28%29) Company Size [Choose your company size ](javascript:void%28%29) * [1 employee](javascript:void%28%29) * [2 to 9 employees](javascript:void%28%29) * [10 - 19 employees](javascript:void%28%29) * [20 - 49 employees](javascript:void%28%29) * [50 - 99 employees](javascript:void%28%29) * [100 - 499 employee](javascript:void%28%29) * [500 - 999 employees](javascript:void%28%29) * [1,000 - 2,499 employees](javascript:void%28%29) * [2,500 - 4,999 employees](javascript:void%28%29) * [5,000 - 9,999 employees](javascript:void%28%29) * [10,000 - 24,999 employees](javascript:void%28%29) * [25,000 - 49,999 employees](javascript:void%28%29) * [50,000 + employees](javascript:void%28%29) ```json { "@context": "https://schema.org", "@type": "BreadcrumbList", "itemListElement": [ { "@type": "ListItem", "position": 1, "name": "Home", "item": "https://www.selecthub.com/" }, { "@type": "ListItem", "position": 2, "name": "Insurance Management", "item": "https://www.selecthub.com/category/insurance/" }, { "@type": "ListItem", "position": 3, "name": "Insurance Agency Management Systems", "item": "https://www.selecthub.com/c/insurance-agency-management-systems/" }, { "@type": "ListItem", "position": 4, "name": "NowCerts" } ] } { "@context": "http://schema.org", "@type": "SoftwareApplication", "name": "NowCerts", "description": " NowCerts is a comprehensive insurance agency management software designed to streamline the operations of insurance professionals. It facilitates the management of policies, client relationships, and administrative tasks, enhancing overall productivity and efficiency. This platform is particularly well-suited for insurance agents and brokers across various sectors, including property, casualty, and life insurance, catering to both small and large agencies. Among its standout benefits are its robust customization options, seamless integration with industry tools, and an intuitive user interface that simplifies complex workflows. Popular features include automated workflows, detailed reporting, and secure document storage, which collectively help agencies centralize their operations effectively. Users have highlighted its reliability and ability to improve operational efficiency compared to similar solutions. Pricing for NowCerts varies based on agency size and specific needs, so it is recommended to contact SelectHub for a personalized quote tailored to individual requirements. ", "review": { "@type": "Review", "author": { "@type": "Person", "name": "Shauvik Roy", "reviewBody": "Is NowCerts the real deal when it comes to Insurance Agency Management, or are users left feeling like their premiums were a waste? User reviews from the past year paint a largely positive picture of NowCerts, highlighting its user-friendly interface, robust features, and exceptional customer service as key strengths. Users rave about the platform's intuitive design, making it easy to navigate and utilize its full range of functionalities, even for those new to agency management software. The certificate process, ID card generator, and customizable dashboard are frequently cited as standout features that streamline daily operations and save valuable time. However, some users have pointed out that the initial setup process can be somewhat time-consuming and may require dedicated effort to import and configure existing data. While this hasn't been a dealbreaker for most, it's a consideration for agencies without the bandwidth for a more involved onboarding experience. What truly sets NowCerts apart, according to users, is its responsiveness to feedback and commitment to continuous improvement. The company actively solicits and implements user suggestions, making it clear that they value the input of their customer base. This dedication to user satisfaction has fostered a loyal following, particularly among smaller agencies who appreciate the personalized touch and ongoing development. Overall, NowCerts is best suited for independent insurance agencies, especially those looking for an affordable, user-friendly, and feature-rich solution that doesn't require a steep learning curve. Its combination of intuitive design, robust features, and exceptional customer support makes it a compelling choice for agencies seeking to streamline their operations and enhance their overall efficiency." } }, "image": "https://cdn.selecthub.com/products/af88d16112663ef32519c582073f44c4-54d618aa9ec7c5f138a816ec64f6f87f/resources/normal/logo.png?1740588981", "aggregateRating": { "@type": "AggregateRating", "ratingValue": "90", "bestRating": "100", "worstRating": "1", "ratingCount": "293" }, "offers": { "@type": "Offer", "priceSpecification": { "@type": "priceSpecification", "price": "99", "priceCurrency": "USD" } }, "positiveNotes": { "@type": "ItemList", "itemListElement": [ { "@type": "ListItem", "position": 1, "name": "Intuitive Design: NowCerts was developed with input from insurance professionals, resulting in a system tailored to the needs of insurance agencies." }, { "@type": "ListItem", "position": 2, "name": "User-Friendly Interface: User reviews often praise NowCerts for its ease of use and intuitive design, making it simple for agents to learn and navigate." }, { "@type": "ListItem", "position": 3, "name": "Customizable Dashboards: The software allows for personalized dashboards, enabling users to organize and prioritize information relevant to their daily operations." } ] }, "negativeNotes": { "@type": "ItemList", "itemListElement": [ { "@type": "ListItem", "position": 1, "name": "Steep Learning Curve: User reviews mention a steep learning curve, suggesting the software may not be intuitive for all users and could require significant time investment to master." }, { "@type": "ListItem", "position": 2, "name": "Busy Interface: Some users have described the interface as \"busy,\" which could make navigation and finding specific functions more difficult than it should be." }, { "@type": "ListItem", "position": 3, "name": "Data Import Challenges: User reviews highlight difficulties with data import, including duplicate content, inaccurate information, and a lack of information in imported data." } ] }, "applicationCategory": "Insurance Agency Management Systems" } ```