Faxing and E-mailing Certificates

All information you need at one place
With the Now Certs Agency Management System, we ensured not only a robust set of features, but also an incredibly intuitive user interface that makes it very easy to issue insurance certificates via email or a fax machine.

The old-fashioned way of using a system to meticulously enter data and to manually construct each insurance certificate not only costs any business a lot of time but also money and resources that could be better spent in other areas. With the Now Certs Agency Management System, the process of creating insurance certificates for the insured individuals is as easy as a few clicks. Through the intuitive dashboard, a user will see the fast and amazing way by which these certificates are created and sent out to the insured.

The insurance business used to be full of lengthy, pedantic paperwork, for brokers, clients, affiliates, underwriters, etc.

The Now Certs way is exceedingly more current and much more user-friendly. For instance, let's say that you have yet to enter an insured's information into the system yet still want to create a certificate. Via this system, you can choose the “Send Certificate” section and simply click the “Add New” button, which will allow you to easily add someone to your system. Once added, the process of sending a certificate is really just as easy as to pushing the “Send Certificate” tab.

The fields are automatically populated yet can be easily changed, plus there's a drop-down menu that gives you total control over what type of certificate you send, along with templates for certificates, etc. This is ideal for states whose laws require specialty certificates for something like auto insurance; this way, you can include the relevant information and/or additional files for the insured's certificate.

Gone are the days of manually printing up certificates after meticulously entering the data into a system. Everything here exists in the digital realm. That means no more printing and faxing. Whether you're sending certificates to someone's email address or a company's fax machine, it can be handled entirely by the intuitive, user-friendly dashboard of the Agency Management System by Now Certs.

Faxing and E-mailing Certificates

Video Demo

Find this video useful ?

Subscribe to our video channels

Have a question ?

Ask Us