NowCerts
NowCerts is a cloud-based insurance agency management system providing automated certificate issuance, commission tracking, and document management to help independent agencies streamline their daily operations and compliance.
TopBuilder
TopBuilder is a construction-specific CRM and lead management software designed to help home builders, specialty contractors, and real estate professionals streamline sales and follow-up processes.
Quick Comparison
| Feature | NowCerts | TopBuilder |
|---|---|---|
| Website | nowcerts.com | topbuildersolutions.com |
| Pricing Model | Subscription | Custom |
| Starting Price | $125/month | Custom Pricing |
| FREE Trial | ✓ 0 days free trial | ✘ No free trial |
| Free Plan | ✘ No free plan | ✘ No free plan |
| Product Demo | ✓ Request demo here | ✓ Request demo here |
| Deployment | ||
| Integrations | ||
| Target Users | ||
| Target Industries | ||
| Customer Count | 0 | 0 |
| Founded Year | 2013 | 2008 |
| Headquarters | Miami, USA | Houston, USA |
Overview
NowCerts
NowCerts is a comprehensive platform designed to handle the complex workflows of independent insurance agencies. You can manage your entire book of business from a single interface, automating time-consuming tasks like issuing certificates of insurance and tracking policy renewals. The system centralizes your client data, allowing you to provide faster service while maintaining strict compliance with industry standards.
You can also take control of your agency's finances with built-in commission tracking and carrier integration. Whether you are a solo agent or managing a large team, the platform helps you eliminate paper files and manual data entry. It focuses on increasing your productivity by providing self-service portals for your clients and automated reminders for important deadlines.
TopBuilder
TopBuilder is a specialized CRM built specifically for the construction and real estate industries. You can manage your entire sales funnel from initial lead capture to the final contract within a single interface. It solves the common problem of fragmented data by connecting your sales team, marketing efforts, and project management tools. You can automate follow-ups with prospective buyers and subcontractors to ensure no lead falls through the cracks.
The platform integrates directly with industry-standard accounting and ERP systems like Sage and Viewpoint, allowing you to sync project data effortlessly. Whether you are a custom home builder or a large commercial contractor, you can use the built-in email marketing and bid management tools to win more work. It focuses on reducing manual data entry so you can spend more time closing deals and managing active job sites.
Overview
NowCerts Features
- Automated Certificates Issue and email certificates of insurance instantly using pre-filled templates to save time and reduce manual errors.
- Client Self-Service Portal Give your clients 24/7 access to their policies, ID cards, and certificates so they can help themselves anytime.
- Commission Tracking Track incoming commissions from multiple carriers and calculate producer splits automatically to ensure accurate and timely payments.
- ACORD Form Library Access a full library of up-to-date ACORD forms that auto-populate with your saved client and policy data.
- Carrier Integrations Sync your policy data directly with insurance carriers through Ivans downloads to keep your records current without typing.
- Document Management Store and organize unlimited digital documents directly within client profiles for a completely paperless office environment.
TopBuilder Features
- Lead Management. Capture and organize leads from your website and listing services automatically so you never miss a sales opportunity.
- Bid Tracking. Monitor every bid and proposal in real-time to stay on top of deadlines and improve your win rate.
- Email Marketing. Send branded newsletters and automated follow-up campaigns to keep your prospects engaged throughout the long construction sales cycle.
- ERP Integrations. Connect your CRM with Sage, Viewpoint, or QuickBooks to sync customer data and project costs without manual entry.
- Document Management. Store and share contracts, floor plans, and site photos directly within the lead record for easy team access.
- Workflow Automation. Set up automatic alerts and tasks for your sales team based on lead behavior or project milestones.
Pricing Comparison
NowCerts Pricing
- Full CRM capabilities
- Unlimited certificates
- ACORD forms library
- Document storage
- Client self-service portal
- Email integration
- Everything in Single User, plus:
- Multi-user collaboration
- Producer commission tracking
- Task and calendar management
- Carrier downloads (Ivans)
- Advanced reporting tools
TopBuilder Pricing
Pros & Cons
NowCerts
Pros
- Extremely responsive and helpful technical support team
- Very competitive pricing compared to legacy systems
- Fast and easy certificate of insurance issuance
- Frequent updates and new feature releases
Cons
- Interface feels slightly dated to some users
- Initial setup and data migration takes effort
- Mobile app functionality is more limited than desktop
TopBuilder
Pros
- Deep integration with construction accounting software like Sage
- Industry-specific templates for home builders and contractors
- Excellent customer support that understands construction workflows
- Centralizes lead communication in one easy-to-access location
Cons
- Initial setup and integration can take significant time
- User interface feels dated compared to modern generic CRMs
- Mobile app functionality is limited compared to desktop version