Training Videos

discover the great features under the hood

Getting Started

6:25 Configuring NowCerts (Part 1)
3:31 Customizing your NowCerts Dashboard
6:27 Configuring NowCerts (Part 2)

Insureds

3:24 How to add a new insured
13:27 Insured's details page
2:14 How to edit the details of an insured
1:05 How to allow insureds to access the system
1:36 How to send insured's files and forms
1:47 How to create additional interest
3:32 How to create an invoice
1:11 How to add a location to an insured
1:37 How to add a new contact to an insured
0:57 How to link two insureds
1:25 How to create a task for an insured
1:34 How to add a new note to an insured
2:14 How to create pending cancellations
2:13 How to merge insureds

Certificates

1:06 How to send an insurance certificate
1:28 How to send multiple certificates
1:51 How to add description of operations in the certificates

Policies

7:50 How to add a policy from the insured details page
4:21 How to add commission to the base premium
2:07 How to add endorsement through the policy
3:39 How to renew a policy

General

1:51 How to add a new user and set its permissions
1:50 How to use the global search
1:13 How to create agency commission rules
2:02 How to export data
3:50 How to map custom forms
2:37 How to upload and manage files
1:56 How to manage recent production
1:13 How to create a signature
1:41 How to merge AL3 files

Primary Features

1:41 Acord Forms
1:44 Self Serve Certificates
2:38 Reports
2:00 Permissions
1:01 Renewals
2:26 Calendar
2:45 E-mail Integration
2:17 Task Manager
3:24 Invoices & Receipts
2:50 Loss Runs
1:40 Electronic Signature
1:50 Pending Cancels
1:25 Notes & Reminders
0:59 Chat

InfusionSoft

4:57 Policy Mapping Settings
2:27 How to Export a Policy
2:56 Policy Mapping Settings - Always Override Tags
2:46 Policy Mapping Settings by Slots
3:40 Policy Import Options
4:40 Policy Mapping Settings - Tags
5:07 Policy Mapping Settings - Delete All Tags - Options
2:17 Rewrite Policy