NowCerts

Product: NowCerts

Type: Broker Management System

Location: Salt Lake City, Utah

NowCerts

Pathway seamlessly syncs with NowCerts to help insurance agents process policy renewals in a fraction of the time it takes them to do it manually. Our automated renewal workflows are triggered by the policy expiration dates already loaded into NowCerts and include engaging email templates for home, auto, commercial and custom insurance renewals.

Integration Features Include

  • Automated Daily Sync with NowCerts
  • Automated Renewal Workflows (Home, Auto, Commercial, Custom)
  • Trigger Renewal Emails Using Tasks
  • Questionnaires
  • Attach Files
  • Unlimited Staff Accounts
  • Follow-up Notifications and Reminders for Staff

About the Partner

NowCerts is an intelligent, secure, and intuitive agency management system that helps insurance agents optimize their workflow and improve overall business results. The true cloud-based system, offers agents the flexibility to conduct business on any device connected to the Internet. Visit their website to learn more.

Request More Information