Catalyit Premium Provider Since October 2023 | Last Updated May 2024
NowCerts has crafted the most intelligent, secure and intuitive insurance agency management system. Momentum AMS is a cloud-based agency management system designed to cater to insurance agencies of all sizes. With numerous integrations and an open API, NowCerts seamlessly centralizes and streamlines your entire workflow. The comprehensive NowCerts suite also encompasses Automate365, NowCerts CSR, RATE! rating center, and Fusion, the AI/Automation center – all with the common goal of enhancing agency efficiency, elevating customer satisfaction, and boosting overall profitability.
Features & Quick Stats
Core Business: Agency Management System
How NowCerts Helps Independent Agents/Brokers: AMS, CRM (automation), CL Rater, CSR Outsourcing, LeadGen, API integrations
Integrations: Agave, via API and Zapier – PL Raters (PL Rating, Applied Rater, Turborater, QuoteRush); CRMs: Automate365, AgencyZoom, InsuredMine, others; also payment processing, premium finance, VOIPs, etc.
Partnerships: Insurance GIG, CoverForce/ISU, BTIS, Ivans, IDP, Herald, Briza, ACORD, Agave
Certifications/Awards: SOC-2, Best customer support in the industry
Exclusive Catalyit Deal: Yes
Videos:
Key Features:
- Completely Online & Mobile Friendly
- Self-Serve Certificate Creation
- Commissions Tracking
- Carrier Downloads
- Task Management
- Dashboard & Reports
- Loss Run Management
- ACORD Forms Support
- Invoicing & Receipts
- Email Synchronization
- Endorsement Handling
- Agency Website Integration for Customer Portal, Service Requests, Online Quote Applications
Website: nowcerts.com
Contact: [email protected]
Headquarters: Flower Mound, TX
Number of Employees: 125
Area of Operations: All States
Family of Products
NowCerts Product FAQ
NowCerts believes their small business approach better serves agents, focusing on being an innovative and price effective solution for your AMS, CRM and Commercial Lines Rater.
AMS
Company Name
NowCerts
Product Name
Momentum AMS
Do you support Mobile Device Access?
Yes
What platform does your software use?
Native Browser Based
What is your average number of users per agency?
6-10 users
Is custom activity tracking available?
Yes
Is suspense/follow-up tracking available?
Yes
Is task management available?
Yes
Are reminder notifications and alerts available?
SMS, Email, Pop-up
Can the system prioritize and flag notes with important items on top?
Yes
Does your system track all user activity?
Yes
Is reporting on activity data available?
Yes
Is there a dashboard feature included in the system?
Yes
Is the dashboard customizable based on role in the agency?
Yes
Is there a dashboard alert of items past the due date?
Yes
Is location and mapping integration available?
Yes
Microsoft 365 integrations available for:
Email, Calendar
Is VoIP integration available?
Yes, through integrated partner/third party
Is SMS/Texting integrated into your system?
Yes, native
Do you have custom form capability?
Yes
Do you have fax integration?
Yes, native
Do you have signature integration?
Yes, through integrated partner/third party
Do you have the ability to import schedules?
Yes
Are fillable ACORD forms available?
Yes
Do you provide an open and well documented API?
Yes
What is your document creation capability?
Proprietary word processing
What data sources available for merging into documents?
Contact, Policy, Coverage, Accounting
Do you have system security by role and function?
Yes
Is automatic renewal processing available?
Yes
Do you integrate with comparative quoting systems?
Yes
Please list which comparative quoting/rating systems you integrate with:
TurboRater, PL Rating, Applied Rater/Semcat, QuoteRush, plus various CL Raters/online MGAs.
Is there carrier submission management available?
Yes
Are there policy processing workflows?
Yes
Is there a custom proposal module?
Yes
Can you split or merge customers?
Yes
Can you split and/or merge policies between customers?
Yes
Can a user customize views for “my” policies, etc?
Yes
Can you archive customer data and documents?
Yes
Can you purge customer data and documents?
Yes
Does your system track claim activity?
Yes
Do you support claim download?
Yes
Does the system support real time interface for claim inquiry?
No
What additional capabilities do you provide?
- Automated marketing campaign management
- Newsletter generation and distribution
- Sales pipeline management
- Survey generation distribution
- Dashboard specific to marketing and sales
- Risk surveys
- Social platform management
- Referral management
Please clarify whether these are native features, or offered as add-ons or through an integrated third party:
As an add-on
Is scanning and attaching to client file capability included with system?
Yes
Is scanning and attaching to carrier file capability included with system?
No
What other features are available with document management/scanning?
- Drag and drop file attachment
- Global document search capability
Is accounting integrated into your system?
Yes, native
What additional features does your system offer?
- Third party integration (Quickbooks, for example)
- General Ledger
- Account Payables
- P&L and Balance Sheet
- Vendor Payables
- Company Payables
- Customer Billing
Are all data fields available for reporting?
Yes
Can you do Boolean searches of data?
Yes
What reports do you have the capability to provide?
- Commission payable reports
- Commission receivable reports
- Export reports to Excel
- Production level reporting
- Marketing campaign reports
- New business reports
- Sales production by employee
- X-date reports
Are commercial downloads available?
Yes
Are personal downloads available?
Yes
Are direct bill commission download available?
Yes
Is agency and employee license tracking available?
Yes
Can the agency procedures be made available in the system?
Yes
Is employee time tracking available?
Yes
What tools are available for customer self-service?
- Client issue certificates
- Client portal
- eSignature integration
- Fax integration
What type of system support do you provide?
- Support by email
- Support by live chat
- Support by phone
- Training in-person
- Training using videos
- Training by person virtually
- Active user group
- On screen help
Commercial Lines Quoting
Company Name
NowCerts
Product Name
RATE! (CL Rating Center)
Provide an overview of your premium comparison systems solution. What should agency and broker professionals understand as they consider how your solution could serve their needs?
Commercial Lines rater for GL, BOP, Cyber, WC, Commercial Auto, other lines. Direct integration, no direct appointments needed, integrated with our NowCerts AMS, Momentum.
Please list available features of the system. What makes your platform unique?
Users can access any provider/carrier even if not integrated via our chrome extension. No direct appointments required for many lines.
What type of platform does your system run on?
Web Browser
How much does your service cost? Please break this down between initial setup and training and monthly and/or annual maintenance fees.
100 – 250 /month
Other information you would like potential customers to know:
RATE! is currently in a limited, Beta release.
What lines of business do you offer in your platform?
BOP, General Liability, Workers Comp, Commercial Auto, Umbrella, Property, Package, Commercial Trucking, Cyber, Professional, Surety, E&S/Specialty Markets, Flood, Event, Pet, Inland Marine, Vacant, Builders Risk, Cannabis, Boat/Yacht
What is your inventory? List insurance companies whose rates are available through your system or whose rating website can you access (if specific company rates are available only in certain states or for certain lines, please note that). A URL to your website with details would probably work best:
We will provide a URL for product and carrier access matrix
Please list the state(s) where premium quotes are available for your system. If limited lines or companies are available in certain states, please note that:
All states
Does your system pre-fill data from outside databases? If yes, what data is available?
Yes
Available data for prefill:
Property, payroll sales, flood zone, also from AMS stored rating data (GL, WC, Schedules)
Can your system go directly to ACORD forms and prefill data?
Yes
Does your system have the capability of importing schedules (vehicles, location) to prefill fields? Is there a maximum number?
Yes
Maximum number of items on schedules to import:
No limit
Are class codes built in?
Yes
Are quotes bindable at the time of quote being generated?
Yes
Can the agent email a proposal from within the system to their client?
Yes
Do you provide a coverage comparison between companies?
Yes
Do you allow real time consumer facing quoting?
No
Do you offer a customer facing portal?
Yes
Do you offer a single application?
Yes
Do you offer insurance company submission management?
Yes
Describe insurance company submission management:
Chrome extension – quote portal mapping of data from the AMS.
Do you offer application bundling?
Yes
Does your platform integrate with any agency management systems? If so, please describe which vendor and system and the type of integration provided:
Yes
Integrations available:
Full Integration with NowCerts Momentum AMS, proposals, pipelines tracking
NowCerts Videos
NowCerts RATE! Demo
NowCerts Product Pitch
Q&A with NowCerts
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User Community
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