All CRMs · Researched 2026-09-04

NowCerts

Agency management system · NowCerts · nowcerts.com

A full agency management system with certificates, policies, endorsements, commissions and ACORD forms, aimed at agencies that need AMS record-keeping rather than a marketing tool.

What it costs

Third-party software directories report a starting price around $99 per month, with tiers quoted based on seat count and features. The vendor does not publish a full public rate card.

Trial and access: Demo-led; no public self-serve signup.

Who it suits

  • Small and mid-sized agencies needing certificates and ACORD forms
  • Commercial lines agencies with servicing workloads
  • Agencies wanting AMS depth at a lower entry price
  • Teams that will accept a demo-led purchase

What it includes

Insurance workflow
Policy & renewal recordsIncluded
Commission trackingIncluded
ACORD forms & certificatesIncluded
Comparative rating / quotingNot offered
Carrier records & downloadsIncluded
Producer licensing trackingNot stated
Client communication
Built-in SMSNot stated
Built-in calling / diallerNot stated
Email campaignsNot stated
Client portalIncluded
E-signatureNot stated
Platform
Workflow automationIncluded
Custom fields & objectsNot stated
Public APIIncluded
Integration marketplaceNot stated
White-label / rebrandingNot stated
Mobile appNot stated
Multi-language interfaceNot stated
Reporting & dashboardsIncluded
Buying it
Published price listNot offered
Free planNot offered
Free trialNot stated
Self-serve signupNot offered

What it does well

  • Genuine AMS depth: certificates, endorsements, ACORD forms and commission tracking are core, not add-ons.
  • Reported entry pricing is low for a full agency management system.
  • Automation around servicing tasks and renewals is well developed.
  • Independent reviewers have produced usable walkthrough videos, which is rare in the AMS category.

Where it falls short

  • No published rate card above the entry point, so real cost requires a quote.
  • No public self-serve signup — evaluation goes through a demo.
  • Interface is functional rather than modern, and reviewers regularly say the learning curve is steep.
  • Marketing and client-messaging capability is thinner than the CRM-first tools here.

See it in motion

Videos are hosted on YouTube and load only when you click. We link independent walkthroughs where they exist, not only vendor marketing.

NowCerts Training for Newbies | Insurance Agency Management Software Demo
Channel: How to Hippo · YouTube
NowCerts Review | Best Insurance Agency Management Software?
Channel: How to Hippo · YouTube

Official documentation

Sources

  1. NowCerts profile on SelectHub
  2. NowCerts profile on Software Advice

Everything on this page traces back to one of these. Checked 2026-09-04.

Compare the others

AgencyBloc AMS+

Insurance-specific AMS and CRM

AgencyZoom

Insurance sales and retention platform

Applied Epic

Enterprise agency management system

Better Agency

Insurance CRM and AMS

Back to the listing