NowCerts Reviews, Pricing, Features & Alternatives in 2026
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.
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.
Screenshots & Interface
Dashboard View
Main dashboard with project overview
Kanban Board
Kanban-style task management
Timeline View
Gantt chart timeline view
Automations
Workflow automation builder
Key Features
Stop wasting hours on manual paperwork and certificate requests. NowCerts provides you with a suite of automated tools designed to keep your agency organized and your clients happy. Here is how you can transform your workflow:
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.
Integrations
Ivans
QuickBooks
Google Calendar
Zapier
SignNow
Twilio
RingCentral
Microsoft Outlook
Pricing Plans
NowCerts uses a straightforward subscription model based on the number of users in your agency. You can start with a full-featured environment and scale as your team grows. While they don't offer a forever-free plan, you can explore the platform through a guided demo or a trial period to see if it fits your specific workflow.
Based on feedback from insurance professionals using the platform daily, here is what you can expect when implementing NowCerts in your agency:
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
Who Should Use NowCerts?
Perfect for independent insurance agencies and retail brokers who need an affordable, all-in-one system to automate certificates and policy management.
Best for Company Sizes
small-business
mid-market
Popular Industries
insurance
Our Verdict
NowCerts is a strong contender if you are looking to move away from expensive legacy agency management systems without losing core functionality. You get a powerful set of automation tools, particularly for certificates and ACORD forms, at a fraction of the cost of larger competitors.
While the user interface isn't as modern as some newer startups, the depth of insurance-specific features and the quality of support make it a reliable choice. Highly recommended for independent agents who want to go paperless and provide a professional self-service experience to their clients.
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