Monthly newsletter

September 2024

There is a new option in our Momentum TOOLBOX!

Agents can now scan DB Commission statements in PDF format, and the tool will automatically generate an Excel or CSV file. This CSV can then be easily uploaded into NowCerts through the Commissions Reconciliations module, where the commissions will be recorded and a statement created directly in the system.

In Peter's favorite reports section, we take a look at the Leadership Board report.

• Intake Form - Quick Auto Policy Form.
• Interactive Reports Favorites - display the total number of available reports for the category. (if all reports in the given group are from the same category)
• Ability to search for Origin [Not Assigned] - Insureds, Prospects.
• Batch Action - Ability to change Origin from [Not Assigned].
• Batch Action - Insured NC Roam Access.
• Insureds / Prospects - Details Subline - display CSRs.
• Hot Keys Reference - 'home' redirects to Dashboard Light.
• Renewal Center - Compare icon option for Renewal Policy / Renewal Quote.
• Endorsements List - New column and filter for CSRs.
• Navigation Palette - Add ‘Dashboard Light’ and ‘Interactive Reports List’ as possible links.
• Claims - Ability to search for Carrier [Not Assigned]
• Watch a quick recap video below that provides detailed instructions on all of the included improvements.
  
  

• Insured / Prospect - Client Accounts Overview.
• Interactive Reports - Tabs at the top.
• Interactive Reports - Tasks by Creator.
• Interactive Reports - Policies By LoB & LoB Class - Agency Commission as Percentage.
• Batch Action - Create Tasks based on category. (Insureds, Prospects, Policies, Quotes - up to 10 items)
• Display all agent commission rules in a single place.
• Agency Commission Percentage - new column for Policies List.
• Carrier Downloads - Details Tab - Grid Actions - Download XML.
• Display the number of selected columns in the grid configurator.
• Global Search Results - Policy - display origin.
• Tasks - Added a new optional column for policy premiums.

PRODUCT OVERVIEWS:

Get ready to reach new heights with your AMS! Our development teams have been working hard at crafting releases designed to enhance your Momentum AMS experience and elevate your business. Explore the latest game-changing features below and set them up for success!

Discover Dialer-Phone system-Mass SMS

📳Dialer supporting multiple agents / CSRs.  Dynamic script generation based on the subject of the call.  Task creation, SMS sending, pipeline placement based on call disposition 

📊Excellent reporting based on agent performance, closing ratio, and call success rates.  

Check out this demo video of the Dialer-Phone system-Mass SMS functionality here.

📅  Ready to see it in action? Schedule a demo here.

 Our newest platform

simplifies and enhances lead generation, distribution, and management.

Whether generating leads, sharing them, or consolidating purchases from multiple vendors, LeadX is your all-in-one solution for growing your business.

📧 Contact Steve Mohr for more information on this product.

Quote, Rate, and Bind all within your NowCerts AMS!

If you have direct appointments with any of the following carriers.

Rate! can quote from:

- Nationwide
 - Employers
- CNA
 - Liberty Mutual
- CHUBB
- GAIG
- Amtrust
- Travelers
 - Coalition
- BTIS

✨Try our new commercial lines rater!! It is currently FREE, and we would love your feedback.

📧 Contact Ben Bowen with any questions.

PremFi

PremFi revolutionizes premium finance quoting by eliminating duplicate data entry and providing instant quotes. Agents save time and reduce errors with PremFi's no-data-entry premium finance solutions. It is fully integrated with your AMS and free for agents.

📧 Contact Matt Carnali for more information on this product.

NC Pros: 

➜ Cost-effective fully managed staffing solution at $15 per hour

➜ Fully trained Professionals in NowCerts AMS and insurance operations

➜ Comprehensive support for all types of insurance policies

➜ Increased efficiency and Productivity for insurance agencies

➜ We employ only the best – all highly-trained bi-lingual (Spanish/English) college graduates. 

📧 Contact Isaac Shulman with any questions.

NC Roam: 

Seamless Integration with NowCerts at Your Fingertips

Experience the Ultimate Convenience in Agency Management - Anytime, Anywhere.

Read more about NC Roam here, and download the app today!

You're Invited!

Automation Center (Fusion) Demonstration Webinar

by Kayden Stephens

Join us for an in-depth webinar showcasing the Momentum Automation Center (Fusion). Learn how to streamline and automate your workflows with cutting-edge tools and features. This demonstration will cover key capabilities, real-time use cases, and how Fusion can enhance efficiency and productivity in your operations.

NowCerts named to Inc 5000

by Stacie King 

Being named an Inc. 5000 business for 2024 is a significant achievement for NowCerts, reflecting our remarkable growth and dedication to excellence in the insurance software industry. This recognition by Inc. signifies our success in innovation, customer satisfaction, and market expansion, placing it among the fastest-growing private companies in the United States. It validates NowCerts' commitment to providing top-tier solutions for its clients and highlights its team's collective efforts in driving forward-thinking strategies and continuous improvement within the insurance sector.

Need More Training? Join us for our Next Session!

by Richard Rosenthal 

NowCerts AMS training for new agencies covers all essential functions for a smooth transition. It includes managing prospects and clients, policy and task management, commission tracking, data imports, and the IVANS carrier download process. NowCerts’ Head of Training & Onboarding, Richard Rosenthal, will cover certificate management, custom fields, signatures, and PDF form setup. Users will learn to navigate billing, handle opportunities, and manage insureds, policies, and carrier relationships, ensuring compliance with agency procedures. This onboarding equips staff with the knowledge to operate effectively in the NowCerts system. Don't miss out – secure your spot now!

The new Preferred Vendor Partner (PVP) Program is coming in October!

by Stacie King

The new Partner Vendor Program (PVP) is designed to provide a spectrum of benefits, meticulously crafted to support vendors at various stages of engagement. One of the standout features of this program is "Marketing as a Shared Service," which aims to empower organizations that either lack a dedicated marketing team or wish to amplify their marketing initiatives. The program is structured into multiple levels, each offering an increasingly comprehensive suite of benefits:

There are five levels to choose from:

Level 1 provides foundational marketing support, including social media and blog posts, event promotions (webinars and training), communication channels, data sharing, and visibility and advertising opportunities.
Level 2 expands on these benefits with additional support for public relations activities.
Level 3 enhances the vendor's reach with video content creation.
Level 4 adds podcasts and even more exposure to the vendor's marketing strategy, offering multi-channel exposure.2
VIP PVP offers the most comprehensive package, including integration with buttons inside the Agency Management System (AMS) and dedicated advanced integration support.

By joining the PVP program, vendors can select the level of support that aligns perfectly with their needs, enhancing their marketing presence and capabilities through a collaborative service model. This initiative also empowers our agents with access to cutting-edge technologies in the market. Elevate your reach without the necessity of a full-scale in-house marketing department.