¿Quién utiliza este software?

Agentes de seguros. Corredurías de seguros. Correduría de seguros. Agentes independientes de seguros generales. Agentes cautivos. Líneas de negocios tanto comerciales como personales.

Valoración media

93 opiniones
  • En general 5 / 5
  • Facilidad de uso 5 / 5
  • Atención al cliente 5 / 5
  • Funcionalidades 4.5 / 5
  • Relación calidad-precio 5 / 5

Detalles del producto

  • Precio de partida $59/mes
    Ver precios
  • Versión gratuita No
  • Prueba gratis Sí, consigue una prueba gratuita
  • Implementación En la nube, SaaS, web
  • Formación En directo en línea
    Seminarios web
    Documentación
  • Asistencia En horario ininterrumpido (atiende un representante)

Datos del proveedor

  • NowCerts
  • http://www.nowcerts.com/
  • Fundada en 2009

Sobre NowCerts

Meticulosamente elaborado, seguro, inteligente e intuitivo es la forma en que se crea el sistema de gestión de la correduría de seguros NowCerts basado en la nube.
— Tercerización de certificados de seguros.
— Envío de certificados por fax, correo electrónico o correo de los Estados Unidos.
— Integración de Quick Book.
— Descargas de trasportes de carga.
— CRM.
— Gestión de políticas.
— Todas las formas de acuerdos.
— Seguimiento de comisiones.
— Formularios de marketing enviados por fax, correo electrónico o correo de los Estados Unidos.
— Herramienta de obtención de pérdidas.
— Y muchas y exclusivas características más sin costo adicional.

Funciones de NowCerts

  • Clasificación de seguros
  • Daños y accidentes
  • Gestión de comisiones
  • Gestión de contactos
  • Gestión de documentos
  • Gestión de políticas
  • Gestión de presupuestos
  • Gestión de reclamaciones
  • Vida y salud

Las opiniones más útiles de NowCerts

Excellent for Start Up Agencies and those Expanding Rapidly

Traducir con Google Publicado el 8/6/2019
Adnan S.
President
Seguros, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña 
5/5
En general
5 / 5
Facilidad de uso
5 / 5
Características y funcionalidades
5 / 5
Asistencia técnica
5 / 5
Relación calidad-precio
Probabilidad de recomendación:
Muy baja Muy alta

Comentarios: Overall my experience is excellent and some of the problems this software helps me resolve are: - Billing & Invoicing
- Agent/Agency Production
- Account Management
- COI Production / Mass COI Generation
- Independent Access to Agents to Monitor there Accounts

Puntos a favor: The overall functionality is very easy to use, and the simplicity of accessing and understanding the many functions such as billing and endorsements. NowCerts has an excellent Agency Reports option that can give one a good look at the direction of business broken down into lines of business along with agent/agency production. Recently, we are able to use texting feature from this software when communicating with clients and this allows us to keep a solid record of all communications and option for document signing. The owner is very responsive to requests for help, I have personally communicated with him over 4+ years of signing up with NowCerts. I started my agency from scratch and for me the cost was the biggest factor in getting access to an Agency Management System - this allowed me to stay within my budget and monitor all past and present COIs issued and allowed me to build a comprehensive list of Additional Insureds for future use.

Contras: None, this software has all I need to operate my agency.

Amazing Software with Superior Ease of Use

Traducir con Google Publicado el 14/2/2017
Adnan S.
President
Seguros, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña 
5/5
En general
5 / 5
Facilidad de uso
5 / 5
Características y funcionalidades
5 / 5
Asistencia técnica
5 / 5
Relación calidad-precio
Probabilidad de recomendación:
Muy baja Muy alta

Comentarios: I started my Independent Insurance agency back in July 2015 after being an agent for around 4-5 years and had experience it TAMOnline from Applied Systems which costed by previous employer almost $ 800+ per-month. As a new agency I couldn't afford that and was for several months recording all accounts in Excel Sheet. Until it got exhaustive and kept missing things I checked online after some reasrch and found this, and gave it a shot. After joining I have been impressed with the support team hands on approach resolving any issues and updating this AMS and best part it's cloud based and no software installation of any sort is required just a good network connection. I have been issuing Certs from my iPhone while on the road marketing keeping in close touch with my clients. I love the next generation looks for this software and its fluidity of jumping from one option to the next. This software is also good as making notes and uploading any files it's kept in cloud and can be assessible from any device with a browser and connection, this is golden for us agencies who are making sure we document everything to prevent E&O Claims. Hands off to them, to many options to describe and for the price it's set per month is a steal for start-up and developed agencies.

Puntos a favor: Cloud based & accessibility from any device.
Excellent format of software and learning curve is great.

Contras: None

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