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Agency Matrix vs NowCerts Comparison (2026)

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NowCerts logo

NowCerts

Overview

Insurance Agency Automation Solutions Agency Software

NowCerts is an insurance agency management system (AMS) designed to optimize workflows and improve business results. The AMS software is used by independent insurance agents, independent P&C agents, captive agents, and CSRs.

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from

Empty state illustration for "No pricing info"

No pricing info

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

99

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

3.7

103

5

4

3

2

1

39

29

14

11

10

  • Value for money
  • Ease of use
  • Features
  • Customer support
49%
would recommend this app

4.8

150

5

4

3

2

1

117

32

1

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
92%
would recommend this app

Pros

“Also, not a lot of companies downloaded into their system, nor did they download in attachments to client files.”
KM

Kaitlyn M.

Account executive

“For example, today is 03/18/24, and this morning, we received a message from Zywave that the system will be offline on 3/19/24 from 11am-3pm.”
JB

Jacob B.

Insurance Agent

“Originally, we were told it had Progressive on their rater for Minnesota and they did not.”
KM

Kaitlyn M.

Account executive

Pros

“It can run slow if you do not log out. But that is probably the only real issue I have since I am pretty experienced with it.”
SC

Stacey C.

Accountant

“I might be biased since this is my first experience with a management system.”
SC

Stacey C.

Accountant

“On a scale from 1-10 I would say our overall experience is a 5, customer service is amazing.”
DR

Damon R.

Principal Agent

Cons

“There's no way to run an agency when you are at the mercy of a company that doesn't answer to their actions but makes sure to call you ONLY when your payment doesn't go through.”
JB

Jacob B.

Insurance Agent

“DONT waster your time”
NT

Nate T.

COO

“I have been with Agency matrix for 15 years - I recently switched mainly because the support once ZYwave purchased went to Zero - really if you don't believe me try calling them 1-800-456-2074 or email them support@zywave”
GS

Gina S.

Owner

Cons

“The flow of the program seems detached, areas of frequent use or areas we use, seem to be difficult to locate, many layers to get through.”
DR

Damon R.

Principal Agent

“Sometimes the information would be duplicated or not correct”
GF

Gretchen F.

CSR

“We were highly considering switching to NowCerts but we found it was a bit difficult to use, and it was hard getting help from customer service”
JP

Jordan P.

Manager

  • Vendor responds to reviews
  • Last review5 months ago
  • Vendor responds to reviews
  • Last reviewa year ago

Key features

  • Total features26
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Audit Trail
  • Billing & Invoicing
  • Broker/Agent Portal
  • Calendar Management
  • Cancellation Tracking
  • Case Management
  • Claims Management
  • Claims Settlement
  • Claims Tracking
  • Client Management
  • Client Portal
  • Commercial
  • Commercial Lines
  • Commission Calculations
  • Commission Management
  • Comparative Insurance Rating
  • Compliance Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Customer Accounts
  • Customer Database
  • Customer Portal
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Digital Signature
  • Document Imaging
  • Document Management
  • Document Storage
  • Document Templates
  • Electronic Payments
  • Email Management
  • Email Marketing
  • For Homeowners Insurance
  • For Insurance Industry
  • Forms Management
  • Insurance Eligibility Verification
  • Insurance Management
  • Insurance Policy Management
  • Insurance Policy Processing
  • Insurance Rating
  • Invoice Management
  • Lead Management
  • Life & Health
  • Lifecycle Management
  • Marketing Automation
  • Mobile Access
  • Monitoring
  • Multiple Line Rating
  • Pipeline Management
  • Policy Issuance
  • Policy Library
  • Policy Management
  • Property & Casualty
  • Quotes/Estimates
  • Rating Engine
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Updates
  • Referral Tracking
  • Reinstatement Tracking
  • Reinsurance Administration
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Assessment
  • SSL Security
  • Search/Filter
  • Secure Login
  • Self Service Portal
  • Status Tracking
  • Task Management
  • Third-Party Integrations
  • Underwriting Management
  • User Management
  • Version Control
  • Workflow Management
  • Total features89
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Audit Trail
  • Billing & Invoicing
  • Broker/Agent Portal
  • Calendar Management
  • Cancellation Tracking
  • Case Management
  • Claims Management
  • Claims Settlement
  • Claims Tracking
  • Client Management
  • Client Portal
  • Commercial
  • Commercial Lines
  • Commission Calculations
  • Commission Management
  • Comparative Insurance Rating
  • Compliance Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Customer Accounts
  • Customer Database
  • Customer Portal
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Digital Signature
  • Document Imaging
  • Document Management
  • Document Storage
  • Document Templates
  • Electronic Payments
  • Email Management
  • Email Marketing
  • For Homeowners Insurance
  • For Insurance Industry
  • Forms Management
  • Insurance Eligibility Verification
  • Insurance Management
  • Insurance Policy Management
  • Insurance Policy Processing
  • Insurance Rating
  • Invoice Management
  • Lead Management
  • Life & Health
  • Lifecycle Management
  • Marketing Automation
  • Mobile Access
  • Monitoring
  • Multiple Line Rating
  • Pipeline Management
  • Policy Issuance
  • Policy Library
  • Policy Management
  • Property & Casualty
  • Quotes/Estimates
  • Rating Engine
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Updates
  • Referral Tracking
  • Reinstatement Tracking
  • Reinsurance Administration
  • Reminders
  • Renewal Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Assessment
  • SSL Security
  • Search/Filter
  • Secure Login
  • Self Service Portal
  • Status Tracking
  • Task Management
  • Third-Party Integrations
  • Underwriting Management
  • User Management
  • Version Control
  • Workflow Management

Integrations

  • Total integrations5
  • Automate365
  • Jive
  • Keap
  • Microsoft Outlook
  • Nextiva
  • QuickBooks Online Advanced
  • TurboRater
  • Twilio
  • Vonage Business Communications
  • Zapier
  • airSlate SignNow
  • Total integrations7
  • Automate365
  • Jive
  • Keap
  • Microsoft Outlook
  • Nextiva
  • QuickBooks Online Advanced
  • TurboRater
  • Twilio
  • Vonage Business Communications
  • Zapier
  • airSlate SignNow