Products / Broker CRM / Agency Management Systems
NowCerts
Public factsCloud agency management system
Cloud AMS with published per-month plans, ACORD forms, IVANS downloads, certificates, and commissions tracking.
Overview
NowCerts (NowCerts, LLC) is a cloud agency management system marketed to insurance agents. The public site emphasizes certificates (including insured self-serve), commissions, ACORD forms, IVANS carrier downloads, tasks, billing, and a 30-day free trial with no contract and no signup fee. Published 2026 list prices: Essentials $99/month (1 user), Professional $169/month (2 users), Business $349/month (5 users), Enterprise by quote (50+ users), plus $45 per extra user license. Support phone 801-999-0550. The product is P&C-oriented (ACORD, certificates, IVANS); benefits agencies can use it but it is not a health-specific AMS.
Why it matters It is one of the few AMS products with a public price card, so small agencies can budget without a sales cycle—even though it is not built as a benefits rater.
- Target buyer
- Small and mid-size independent agencies—especially P&C—that want an inexpensive cloud AMS with certificates and downloads; some benefits shops use it as a general AMS.
- Pricing model
- Published monthly SaaS tiers plus add-ons; 30-day free trial
- Essentials $99/month (1 user, 10 GB). Professional $169/month (2 users, 25 GB). Business $349/month (5 users, 100 GB). Enterprise call-in (50+ users, 1 TB). Additional users $45 each. IVANS $35 on the three listed paid tiers. Twilio, CSR services, and some SMS features are extra. Annual payment is marketed as including a 13th month. Confirm the live table at nowcerts.com/pricing.
- Availability
- National
- Research
- Last researched 2026-08-23
- Agent-strong category
Key features
- Client and policy management with document storage
- ACORD forms pre-filled from the database
- IVANS carrier downloads (paid add-on $35 on listed tiers)
- Commissions tracking and reconciliation (tier-dependent)
- Self-serve certificates and insured portal
- Sales pipeline, renewal center, reports, and optional Twilio SMS
Integrations
- IVANS
- ACORD
- QuickBooks
- Google Drive and Gmail
- Zapier
- Formstack Sign
- Infusionsoft
- Twilio
- RingCentral
- NowCerts developer API
Overview
NowCerts.com presents a browser AMS with a long public feature list (50+ features, 40+ reports, 300+ carriers for download, 10+ integrations—vendor counts). Positioning is “intelligent, secure, intuitive,” with a 30-day free trial, data-import help, and 24-hour support included.
The stack is classic independent-agency: policies, endorsements, loss runs, reminders, permissions, email sync, invoices/receipts, and certificates that insureds can issue themselves. AI is mentioned at a high level (“Agency IQ”) without a named model on the homepage.
Key Capabilities
- Policy lifecycle, endorsements, and renewal reminders.
- Full ACORD library in PDF/HTML with database pre-fill.
- Commission, fee, and payment-plan interest tracking.
- Certificate issuance and optional NowCerts-staffed CSR certificate handling (FAQ).
- Insured portal and optional white-labeled URL (higher tiers).
- Website plugins for customer portal, service requests, and quote applications into Prospects.
- Custom fields and a developer API.
Integrations & Ecosystem
Named: Google Drive, Gmail, IVANS, QuickBooks, ACORD, Formstack Sign, Infusionsoft, Zapier, Twilio, RingCentral. Zapier is the generic catch-all for other SaaS.
Pricing
Official nowcerts.com/pricing (2026 capture):
| Plan | Price | Users included | Storage |
|---|---|---|---|
| Essentials | $99/month | 1 | 10 GB |
| Professional | $169/month | 2 | 25 GB |
| Business | $349/month | 5 | 100 GB |
| Enterprise | Call | 50+ | 1 TB |
Extra user licenses $45. IVANS $35 on Essentials–Business. Two-way SMS via Twilio is extra. No signup fee, no contract, no credit card required to start the trial (vendor).
Notes & Limitations
- Benefits-specific plan screens, 834, and carrier medical rating are not what the public feature list describes.
- Category candidates rate NowCerts as medium-fit for benefits agencies.
- “300+ carriers” refers to download/connectivity marketing, not a published benefits-carrier list.
- “National” is U.S. cloud AMS; no state-exclusion list found.
Sources
Tags: NowCerts · AMS · ACORD · IVANS · certificates · commissions