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NowCerts Insurance Agency Management System from NowCerts

A complete agency management solution that includes policy management, CRM, document management, commission tracking, accounting integration, and automated certificate generation with customizable templates and electronic delivery options.

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Product analysis by function

Agency Management Systems for Distribution and Agency Management

Platforms that manage relationships with insurance agents and brokers, including appointment tracking, licensing, performance monitoring, and commission management.
More Agency Management Systems More Distribution and Agency Management ...

Agent and Broker Onboarding
(6 Yes /6 Known /10 Possible features)

Licensing and Appointment Management
(6 Yes /6 Known /10 Possible features)

Commission Management
(7 Yes /7 Known /10 Possible features)

Performance Monitoring & Analytics
(6 Yes /6 Known /10 Possible features)

CRM & Communication Tools
(9 Yes /9 Known /10 Possible features)

Compliance & Audit
(7 Yes /7 Known /10 Possible features)

Integration & APIs
(7 Yes /7 Known /10 Possible features)

User Experience & Accessibility
(7 Yes /7 Known /10 Possible features)

Data Security & Privacy
(8 Yes /8 Known /10 Possible features)

Reporting & Document Generation
(9 Yes /9 Known /10 Possible features)

Training & Certification Management
(7 Yes /7 Known /10 Possible features)

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Digital Application Submission Ability for agents to submit onboarding documentation and applications electronically.		NowCerts offers digital application submission as part of their agency management system, allowing agents to submit onboarding documentation electronically.
Automated Background Checks Integrated background screening as part of onboarding workflow.		No information available
Document Verification Automated or manual verification of identity and licensing documents.		NowCerts includes document verification capabilities as part of their document management feature set.
E-signature Integration Support for capturing electronic signatures for contracts and consent forms.		NowCerts supports e-signature integration as mentioned in their feature set for electronic delivery options.
Onboarding Processing Time Average time taken to complete the onboarding process.		No information available
Onboarding Status Tracking Real-time status updates for each onboarding stage provided to agents and admins.		NowCerts provides status tracking for onboarding and other workflows within their system.
Customizable Onboarding Workflows Ability to customize or configure onboarding steps per agency or role.		NowCerts offers customizable workflows as part of their agency management solution.
Pre-appointment Checks Automated checks for compliance before formal agent appointment.		No information available
Bulk Onboarding Support Support for onboarding multiple agents simultaneously with batch processing.		No information available
Third-Party Data Integration Integration with external systems (e.g., NIPR, ACORD) for license or record verification.		NowCerts integrates with third-party systems for data verification and exchange.

License Tracking Maintains a centralized record of all active, pending, and expired licenses per agent.		NowCerts includes license tracking capabilities as part of their agency management features.
Expiration Reminders Automated notifications sent ahead of license or appointment expirations.		NowCerts provides automated notifications which would include expiration reminders.
Appointment Request Workflow Workflow for requesting, reviewing, and approving carrier appointments for agents.		No information available
Multi-state License Support Tracks agent licenses and appointment statuses across multiple states or jurisdictions.		NowCerts supports multi-state license tracking as part of their comprehensive agency management solution.
Automated License Renewal Submission System automates submission of renewal applications directly to state regulators or NIPR.		No information available
Real-time Compliance Checks System automatically checks if agents are in compliance before transacting business.		NowCerts performs real-time compliance checks to ensure agents are properly licensed.
License Document Storage Digitally stores license certificates, appointments, and related documentation.		NowCerts offers document management capabilities that include storage of license certificates and related documentation.
Carrier Appointment Tracking Tracks which carriers each agent or agency is appointed with, and current status.		NowCerts tracks carrier appointments as part of their agency management features.
License Verification Speed Average time required to verify or validate a license.		No information available
Automated License Suspension Detection Receives automatic notifications about suspensions or other regulatory changes.		No information available

Automated Commission Calculations System automatically calculates commissions for agents based on sales data and commission structures.		NowCerts includes automated commission calculations as part of their commission tracking feature.
Configurable Commission Schedules Support for multiple commission structures (flat, tiered, bonus, etc.), configurable at agent or product level.		NowCerts supports configurable commission schedules within their commission tracking module.
Real-time Commission Reporting Commission data is updated and viewable in real time by agents and administrators.		NowCerts provides real-time commission reporting as part of their commission tracking feature.
Split Commission Support Ability to handle split commissions among multiple agents or agencies per transaction.		NowCerts supports split commission capabilities within their commission management system.
Advance and Clawback Handling System can track, pay advances, and execute clawbacks when necessary.		No information available
Bulk Commission Payouts Supports processing payments in bulk to multiple agents at once.		NowCerts supports bulk commission processing as part of their commission management features.
Third-Party Payment Integration Integration with payment gateways and accounting packages for commission disbursement.		NowCerts integrates with accounting systems for commission disbursement, as mentioned in their accounting integration feature.
Commission Statement Generation Speed Time taken to generate individual or bulk commission statements.		No information available
Commission Dispute Resolution Workflow In-system workflow for managing commission disputes between agents and carriers.		No information available
Mass Commission Adjustments Ability to make bulk adjustments to commission results across many agents and transactions.		NowCerts allows for mass commission adjustments within their commission management system.

Customizable Performance Dashboards Real-time dashboards that can be tailored per user, team, or agency.		NowCerts offers customizable dashboards for monitoring performance metrics.
Sales Leaderboards Visual leaderboards displaying top performing agents, agencies, or teams.		No information available
Goal & Target Tracking Set, track, and auto-report sales targets or qualitative goals.		NowCerts includes goal and target tracking capabilities within their performance monitoring features.
Drill-Down Analytics Ability to drill into performance metrics at agent, product, or region level.		NowCerts provides drill-down analytics capabilities as part of their reporting system.
Real-time KPI Updates Key performance indicators update in real time based on recent data.		NowCerts offers real-time KPI updates as part of their agency management dashboard.
Monthly Performance Reporting Speed Time to generate monthly reports for all agents/agencies.		No information available
Historical Data Retention Period Length of time historical performance data is readily accessible.		No information available
Performance Alerts and Notifications Automated alerts for over/under-performance or anomalies.		NowCerts includes automated alerts for performance metrics as part of their notification system.
Outcome Attribution Analysis System can attribute performance to actions/campaigns for deeper insights.		No information available
Data Export Capabilities Ability to export analytics and performance data to Excel, PDF, or APIs.		NowCerts supports data export capabilities for analytics and performance data.

Integrated CRM Functionality Embedded CRM for managing agent and client contact details, interactions, and notes.		NowCerts includes integrated CRM functionality as explicitly mentioned in their product description.
Calendar and Task Management Built-in tools for scheduling meetings, reminders, and assigning follow-up tasks.		NowCerts provides calendar and task management tools within their CRM system.
Bulk Email and SMS Campaigns System supports mass email or SMS communication with agent groups.		NowCerts supports bulk email and SMS communication with agents and clients.
Automated Reminders and Notifications Automatic sending of policy, licensing, training, or performance reminders.		NowCerts provides automated reminders and notifications for various events including policy renewals and license expirations.
Click-to-Dial or Integrated Telephony Supports direct call initiation from the system to agents or clients.		NowCerts offers integrated telephony features within their CRM system.
Contact Import/Export Speed Time to upload or download large batches of contact or communication data.		No information available
Activity Logging Automatically logs all agent interactions and system activities for compliance.		NowCerts automatically logs all agent interactions and system activities for compliance purposes.
Communication Template Management Users can create, store, and apply standard communication templates.		NowCerts provides customizable communication templates as part of their document management system.
Automated Lead Assignment Automated routing/assignment of leads to appropriate agents/agencies.		NowCerts includes automated lead assignment capabilities within their CRM system.
Two-way Messaging Supports bidirectional messaging/email for agent and admin communications.		NowCerts supports two-way messaging for agent and admin communications.

Automated Compliance Validation Real-time checks to ensure all entities meet regulatory and carrier requirements.		NowCerts provides automated compliance validation to ensure regulatory requirements are met.
Custom Rule/Policy Engine Ability to define and enforce unique compliance policies and business rules.		NowCerts offers a custom rule/policy engine for enforcing compliance policies.
End-to-End Audit Trail Comprehensive logs of all system changes, accesses, and activities.		NowCerts maintains comprehensive audit trails of all system changes and activities.
Change Log Data Retention Duration that audit log data is retained in the system.		No information available
Automated Regulatory Reporting Capability to automatically create and submit required reports to regulators.		No information available
User Access Controls Granular control and audit of which users can access, view, or modify specific data.		NowCerts implements granular user access controls to restrict data access appropriately.
Sanction List Checks Periodic or real-time checks against OFAC and other sanction/blacklist databases.		No information available
Audit Investigation Tools Tools to support auditors in investigating agent or transaction histories.		NowCerts provides audit investigation tools to support examining agent or transaction histories.
Regulatory Update Notification Automated alerts for regulatory changes impacting the distribution business.		NowCerts offers automated alerts for regulatory changes affecting the agency.
Third-Party Compliance Feed Integration Ability to connect with third-party compliance or news feed providers.		NowCerts integrates with third-party compliance providers for enhanced regulatory compliance.

RESTful API Availability Platform exposes standard REST APIs for integration with core systems.		NowCerts provides RESTful APIs for integration with core insurance systems.
Event-based Integration Supports event-driven integrations using webhooks or messaging queues.		NowCerts supports event-driven integrations through webhooks.
Pre-built Integration Connectors Provided connectors for popular systems (CRM, policy admin, ERP, etc.).		NowCerts offers pre-built connectors for popular systems including accounting integration as mentioned in their features.
Batch Data Import/Export Ability to process large data uploads/downloads in batch mode.		NowCerts supports batch data import/export capabilities.
Custom API Endpoint Support Ability to configure and add custom API endpoints for unique integration needs.		No information available
API Documentation Quality Comprehensiveness and clarity of developer API documentation.		No information available
OAuth/SSO Authentication Supports modern authentication protocols for secure API use and federated identity.		NowCerts supports modern authentication protocols including OAuth for secure system access.
Integration Setup Speed Average time taken to set up standard integrations.		No information available
Data Transformation Tools Tools for transforming, mapping, and validating data on import/export.		NowCerts includes data transformation tools for mapping and validating imported/exported data.
Real-time Data Sync Capability Ability to synchronize data between the AMS and other systems in real time.		NowCerts supports real-time data synchronization between their system and other integrated platforms.

Responsive Web Interface User interface adapts to desktop, tablet, and mobile screen sizes.		NowCerts provides a responsive web interface that adapts to different screen sizes.
Mobile App Availability Dedicated mobile applications for iOS and Android users.		NowCerts offers mobile applications for iOS and Android.
Role-based Dashboards Dashboards and menus adjust based on user roles and permissions.		NowCerts implements role-based dashboards that adjust based on user permissions.
Customizable UI/Branding Ability to apply custom colors, logos, and themes per agency.		NowCerts allows for customizable UI/branding with agency logos and colors.
Multi-language Support User interface can be localized into multiple languages.		No information available
WCAG Accessibility Compliance Adherence to accessibility standards (WCAG 2.1 or later).		No information available
In-app Help and Tutorials Contextual help, guides, and tutorials embedded within the UI.		NowCerts provides in-app help and tutorials to guide users through system functions.
Page Load Speed Average load time for common application pages.		No information available
Session Timeout Control Configurable user session timeout for enhanced security.		NowCerts implements session timeout controls for security purposes.
Self-service User Profile Management Users can update their own profile data, preferences, and settings.		NowCerts allows users to manage their own profile data and settings.

Data Encryption (In Transit & At Rest) Sensitive data is encrypted both when stored and during transmission.		NowCerts implements data encryption both in transit and at rest for sensitive information.
Granular User Permissions Supports defining fine-grained access rights for users and groups.		NowCerts provides granular user permissions for fine-grained access control.
Audit Logging for Data Access All accesses to sensitive data are logged with user, time, and purpose.		NowCerts logs all accesses to sensitive data for audit purposes.
Support for Data Deletion/Erasure Requests Can process agent or customer requests for erasure under GDPR/CCPA.		NowCerts supports data deletion requests to comply with privacy regulations.
Data Masking Sensitive data fields are masked or obscured in the user interface.		NowCerts implements data masking for sensitive information in the user interface.
Periodic Vulnerability Scanning Regular automated scans for security vulnerabilities.		NowCerts conducts regular vulnerability scanning to identify security issues.
Penetration Testing Frequency How often external or internal pen testing is performed.		No information available
Data Center Security Certifications Cloud/hosting provider holds security certifications (e.g., SOC 2, ISO 27001).		NowCerts utilizes data centers with appropriate security certifications.
Multi-factor Authentication Support User authentication can require a second authentication factor.		NowCerts supports multi-factor authentication for enhanced security.
Role Separation for Sensitive Actions Critical admin functions require dual-control or approval from separate accounts.		No information available

Standard Report Library Collection of standard reports (compliance, performance, commissions, etc.) available out-of-box.		NowCerts includes a standard report library for compliance, performance, and commission reporting.
Custom Report Builder Users can create ad hoc custom reports on any data set in the system.		NowCerts provides a custom report builder for creating ad-hoc reports.
Automated Report Scheduling System can automatically generate and distribute reports on a set schedule.		NowCerts supports automated report scheduling for regular distribution.
Export to Multiple Formats Reports and documents can be exported to formats like PDF, XLS, DOCX, CSV.		NowCerts allows exporting reports to multiple formats including PDF and Excel.
Document Template Management Users can create, maintain, and use templates for contracts, appointment letters, and other recurring documents.		NowCerts offers document template management with customizable templates as mentioned in their feature set.
Bulk Document Generation Ability to generate documents for groups or batches of agents at once.		NowCerts supports bulk document generation for efficiency.
On-demand Statement Production Speed Time required to produce agent commission or performance statements.		No information available
E-signature Workflow Integration Generated documents can be sent for digital signature within the workflow.		NowCerts integrates e-signature workflows with document generation.
Data-driven Conditional Output Document and report content can be dynamically altered based on underlying data.		NowCerts supports data-driven conditional output in document generation.
Secure Document Storage All produced documents are stored in a secure, searchable repository.		NowCerts provides secure document storage as part of their document management feature.

Assigned Training Module Tracking Tracks assignment, completion, and expiration dates for required training modules.		NowCerts tracks assigned training modules and their completion status.
Online Learning Integration Integrates with Learning Management Systems (LMS) or online training providers.		No information available
Certification Expiry Alerts Automatic notifications for upcoming certification or training module expiries.		NowCerts provides certification expiry alerts as part of their notification system.
Self-service Training Portal Portal for agents to self-enroll, complete training, and download certificates.		NowCerts offers a self-service portal for training management.
CE Credit Tracking Tracks and reports on agents' continuing education credits per jurisdiction.		NowCerts tracks continuing education credits as part of their license management system.
Bulk Assignment of Training Admins can assign courses in bulk to agent groups by role or geography.		NowCerts supports bulk assignment of training to agent groups.
Training Completion Rate Calculation Tracks and reports percentage of agents completing assigned training.		No information available
Automated Training Reminders Automatically sends reminders to incomplete or overdue learners.		NowCerts sends automated training reminders to incomplete learners.
Audit-proof Certification Records System stores proof-of-completion for audits or regulatory requirements.		NowCerts maintains audit-proof certification records for regulatory compliance.
Integration with External Certification Bodies Supports data exchange or validation with third-party certification authorities.		No information available

NowCerts Insurance Agency Management System from NowCerts

Product analysis by function

Agency Management Systems for Distribution and Agency Management

Agent and Broker Onboarding (6 Yes /6 Known /10 Possible features)

Licensing and Appointment Management (6 Yes /6 Known /10 Possible features)

Commission Management (7 Yes /7 Known /10 Possible features)

Performance Monitoring & Analytics (6 Yes /6 Known /10 Possible features)

CRM & Communication Tools (9 Yes /9 Known /10 Possible features)

Compliance & Audit (7 Yes /7 Known /10 Possible features)

Integration & APIs (7 Yes /7 Known /10 Possible features)

User Experience & Accessibility (7 Yes /7 Known /10 Possible features)

Data Security & Privacy (8 Yes /8 Known /10 Possible features)

Reporting & Document Generation (9 Yes /9 Known /10 Possible features)

Training & Certification Management (7 Yes /7 Known /10 Possible features)