NowCerts Integrations

RenewalCompass serves as a specialized policy renewal pipeline designed specifically for independent insurance agencies with a team of one to ten producers. It bridges the gap between traditional spreadsheets and comprehensive agency management systems, providing agents and their teams with a unified, risk-assessed overview of all renewals in their portfolio. Each policy within the renewal timeframe is automatically evaluated based on premium size, days until expiration, and recent engagement activity. This prioritization allows high-risk accounts to be easily identified, enabling producers to concentrate their efforts daily without the need to recreate a prioritization list. The renewal pipeline is organized into five distinct stages: Upcoming, In Progress, Committed, Renewed, and Lapsed, featuring one-click transitions between stages and a complete contact history for every account. This collaborative approach ensures that the entire team operates from a single board, preventing any oversight during a producer's absence or during particularly busy periods for the agency, thereby enhancing overall efficiency. Moreover, this streamlined process fosters better communication and teamwork, ultimately leading to improved policy retention rates.

QuickBooks Online is the most widely used accounting software in the entire world. QuickBooks Online simplifies accounting. Accounting software for small businesses that is #1 makes it easy to track receipts, income, transactions and more. You can take photos of receipts to link them with expenses. Our agents are available to answer any questions you may have about QuickBooks. Keep your business running smoothly by using the apps that you love. QuickBooks Online is compatible with PCs, Macs, tablets and phones. Click the link to get a 30-day free trial, and 50% off for your first three months. QuickBooks is more than just accounting software. QuickBooks helps you keep track of your income and expenses so that you can prepare for taxes. Customers save an average of $3,534 per year. Need more help? QuickBooks Live helps you to stay organized and ready for tax season. QuickBooks Mobile is a mobile application that helps you run your business anywhere, anytime.

Google Drive is a powerful cloud storage and collaboration solution that enables businesses and individuals to keep files accessible, organized, and protected in one centralized platform. Users can easily upload, store, share, and edit files online while working across desktops, tablets, and mobile devices without losing synchronization. The platform supports real-time collaboration through Google Docs, Sheets, Slides, PDFs, and Microsoft Office files, making teamwork faster and more efficient. Gemini AI features enhance productivity by providing intelligent search capabilities, instant file insights, and contextual answers pulled from Drive and other Google Workspace applications. Google Drive also includes advanced administrative controls that allow organizations to manage file access permissions, set expiration dates, and maintain secure shared workspaces for teams. Businesses benefit from enterprise-ready infrastructure that stays updated automatically to reduce operational complexity and strengthen compliance efforts. Security tools such as ransomware protection, client-side encryption, Vault, and AI-powered data classification help organizations safeguard sensitive information against threats and unauthorized access. Drive for desktop ensures files stay synchronized and recoverable, while mobile apps allow employees to remain productive from nearly anywhere. With flexible storage plans, seamless integrations, and AI-driven collaboration tools, Google Drive supports organizations looking to streamline workflows and improve operational efficiency.

Gmail is a cloud-based email and communication platform built to simplify business and personal communication through AI-powered productivity and advanced security features. The platform uses Gemini AI to help users draft emails, generate responses, summarize conversations, and improve writing quality while saving time throughout the workday. Smart Compose and Smart Reply further enhance efficiency by suggesting complete phrases and quick responses that streamline email communication for busy professionals. Gmail also helps users stay organized with automated reminders, intelligent search capabilities, and contextual information such as travel reservations, purchases, and appointment details displayed directly within the inbox. Integrated access to Google Meet, Google Calendar, Google Chat, and Tasks allows teams to manage meetings, messaging, schedules, and collaboration without switching between multiple applications. Businesses can create professional email addresses tied to their domain names while using tools like mail merge and customizable templates for customer outreach and marketing campaigns. Security remains a core advantage of Gmail, with AI-powered threat detection that blocks the vast majority of spam, phishing attempts, and malware before they reach users. The platform also includes encryption, compliance controls, and Google’s secure cloud infrastructure to help organizations protect sensitive information and reduce cybersecurity risks. Available on computers and mobile devices, Gmail provides flexible and reliable communication tools for businesses, remote teams, and everyday users worldwide.

Use the language you already love to prototype ideas quickly, develop production-ready communications applications, and run serverless applications on one API-powered platform. Twilio is a single fully-programmable platform with flexible APIs for any channel, built-in intelligence, and global infrastructure to support you at scale. Quickly integrate powerful APIs to start building solutions for SMS and WhatsApp messaging, voice, video, and email. Browse documentation and SDKs in multiple coding languages, including Ruby, Python, PHP, Node.js, java, and C#, or jumpstart your first project with our open source code templates to quickly build production-ready communications apps. Consult our community of over 9 million developers for guidance and inspiration on your next project. Sign up and start building today.

Learn how Keap can help you organize, automate daily tasks, and close more leads. Keap, previously known as Infusionsoft is the all-in one CRM for small businesses. Small businesses can do great work in a smarter way. Keap helps you organize your client information and daily work in one place. This will free you from repetitive tasks. All your leads, both new and old, are in one place. Access to all of your client information 24/7, anywhere. With easy scheduling and quoting, you can take the hassle out of winning work. Track outstanding invoices and get paid faster. Refer friends and build long-lasting relationships.

SignNow is an electronic signature from airSlate that allows business to be conducted anywhere and anytime on any device. SignNow is the best solution for SBMs and mid-markets thanks to its intuitive interface, transparent pricing, flexible configuration, and ease of API integration. Sign documents online. Generate agreements, negotiate contracts and accept payments using legally-binding electronic signatures. The airSlate SignNow intuitive interface allows users to create an airSlate SignNow account, upload documents, eSign and send them for signing within minutes. No training or downloads are required. Renewing your subscription can be expensive. You only pay for the services you use with airSlate SignNow. There are no hidden fees for extra templates or sends. Improve team collaboration and close deals faster, in person or remotely. Get complete visibility of the document signing process with advanced functionality tailored to meet your needs.

With Formstack, automate manual processes, deliver solutions quicker, and go from idea to workflow in minutes and save hours—all with clicks, not code. Combining a visual workflow automation builder with digital forms, document generation, and eSignature solutions, the Formstack Platform enables you to quickly create countless solutions to your workday pains and your customers’ digital expectations. Build for your immediate needs—from applications to proposals to onboarding—and scale to help meet your larger, org-wide digital initiatives. All with the Formstack Platform.

Certificial® harnesses real-time data to guarantee that businesses maintain ongoing, compliant insurance coverage. Transition away from outdated, one-time documents; say goodbye to the hassle of emails, phone calls, or faxes. Certificates of Insurance (COIs) serve various audiences, each with distinct purposes. No matter your intent behind using COIs, our intelligent COI network ensures that everyone accesses the same constantly updated information. Whether you're utilizing a dedicated certificate module or integrating with another platform, our network sets a new benchmark for the continuous sharing and monitoring of smart COIs and associated data. Empower each participant in the COI process to engage in a data-driven, real-time exchange of coverage details. Protect your business by eradicating uninsured activities, streamline your compliance management through a consolidated platform, and proactively address non-compliance issues to avert uninsured claims and guarantee sufficient coverage throughout the year. This innovative approach not only enhances efficiency but also reinforces a culture of accountability and transparency within your organization.

Spoke is the leading platform for high-value, complex, and regulated conversations. Spoke guides employees to say and collect the right things so deals move forward and customers get better experiences. Spoke integrates with everything, personalizing conversations, driving productivity, and ensuring compliance. Trusted for over 250,000 conversations every day with features such as calls, SMS, WhatsApp, Team Inbox, programmable routing, Personalized IVRs, caller insights, forms, analytics, +more. The Problem Today, only a small portion of your employees are equipped or have the skills to have highly-contextual, complex, and personalized customer conversations. The Solution Spoke empowers every employee with the information and skills to hold high-quality compliant conversations that drive positive customer and business outcomes. To achieve this, Spoke Phone combines the best parts of traditional business phone systems, high-cost contact centers, and leading business process automation, and has made it all easy to use on a mobile phone or desktop. By integrating a customer’s information, processes, and automation into calls, SMS, and WhatsApp conversations occurring on mobile phones, desktops, and other devices.

Aline is a contemporary VoIP phone system designed specifically for today's businesses. Our cloud-based solution guarantees zero downtime and eliminates any concealed fees. We facilitate streamlined communication among your company's teams, regardless of whether they are remote or mobile. Aline integrates effortlessly with widely-used CRM and customer service applications, enhancing productivity across the board. Equipped with over 40 features, our platform is tailored for business needs, allowing teams to stay connected from any location and on any device through voice calls, team messaging, collaboration tools, conferencing, online meetings, and e-faxing. By prioritizing user experience and functionality, Aline ensures that communication remains smooth and efficient, ultimately driving success for your organization.

Call Logic is a cloud-based, TCPA-compliant, outbound phone technology that can be used to plan, execute, and evaluate a variety of call campaigns including renewal, cross-sell, win-back, and lead campaigns. Call Logic can be used with any phone system from analog and VoIP to mobile and softphone.

With automated workflows that are triggered based on policy expiration dates, you can process client renewals in fraction of the time it takes staff to do manually. With broker-tested emails and automated workflows that maximize each interaction, you can connect with prospects and policyholders at all stages of the insurance lifecycle. You can boost your online reviews and convert dissatisfied customers with the well-respected Net Promoter®, survey tool. It helps you gauge and improve the customer experience. You can reduce your call volume and improve customer experience by giving policyholders 24/7 online access to their policy documents, proofs of insurance, billing, etc. You can see how Pathway makes it easier to attract clients and keep them satisfied for your CSRs and brokers. Learn how automated marketing solutions can transform the way agents and brokers do business.

With Gaya, the monotonous chore of transferring information from one carrier to another is eliminated, allowing you to gather all essential details at once and swiftly autofill the necessary carrier portals. By handling the repetitive data entry tasks, Gaya frees up your time so you can focus on nurturing relationships and establishing trust with your clients. Utilizing advanced AI technology, Gaya expertly scans and retrieves data from various sources, including carrier portals and Agency Management Systems (AMS). It is also capable of extracting data from physical documents, such as carriers' declaration pages and record forms. Additionally, if you take screenshots, Gaya will smartly identify and capture pertinent details. The platform effortlessly pastes this information, ensuring that carrier portals and other insurance web systems are filled out automatically. No matter if the form features an input field, checkbox, radio button, or drop-down menu, Gaya’s AI is equipped to handle it all efficiently. This innovative tool not only streamlines your workflow but also enhances your overall productivity in the insurance processing landscape.