NowCerts + InsuraMate AI
Two-way sync between InsuraMate AI and your NowCerts agency management system.
What this integration does
NowCerts is a popular cloud AMS with independent agencies who want certificates and servicing handled in one place. We connect to it so the call and the record never drift apart.
Real-time customer match against NowCerts contacts on every inbound call.
Call notes and the post-call summary land on the customer's NowCerts record automatically.
Certificate and servicing requests raised on a call become NowCerts tasks assigned to the right person.
What's included
- Real-time customer match
- AMS-side call notes
- Two-way contact sync
- Task creation from call outcomes
Best for
Independent agencies running NowCerts who want every call and certificate request captured in the AMS without retyping it.
See NowCerts working with InsuraMate AI on a real call.
A 15-minute demo with our founder. We'll walk through your exact workflow.