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NowCerts vs Applied Epic Comparison (2026)
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4.7
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Good recommendations?
NowCerts
5
117
4
32
3
1
2
0
1
0
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Applied Epic
5
71
4
43
3
16
2
6
1
6
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Overview
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.
Run your whole agency on Applied Epic® – the agency management system for client servicing, financial operations, and new business across P&C and benefits.
- 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
User reviews
4.8
150
5
4
3
2
1
117
32
1
0
0
- Value for money
- Ease of use
- Features
- Customer support
4.2
142
5
4
3
2
1
71
43
16
6
6
- Value for money
- Ease of use
- Features
- Customer support
Pros
Stacey C.
Accountant
Stacey C.
Accountant
Damon R.
Principal Agent
Pros
michael k.
Account Manager
Mackenzi H.
Office Administrator
michael k.
Account Manager
Cons
Damon R.
Principal Agent
Gretchen F.
CSR
Jordan P.
Manager
Cons
michael k.
Account Manager
Laura B.
Senior Account Manager
Laura B.
Senior Account Manager
- Vendor responds to reviews
- Last reviewa year ago
- Vendor responds to reviews
- Last review3 months ago
Key features
- Total features89
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Audit Trail
- Billing & Invoicing
- Broker/Agent Portal
- Calendar Management
- Calendar Sync
- Campaign Management
- Cancellation Tracking
- Case Management
- Claims Management
- Claims Settlement
- Claims Tracking
- Client Management
- Client Portal
- Collaboration Tools
- 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
- Deal Management
- Digital Signature
- Document Imaging
- Document Management
- Document Storage
- Document Templates
- Drag & Drop
- Electronic Payments
- Email Management
- Email Marketing
- Email Templates
- For Auto Insurance
- For Disability Insurance
- For Health/Medical Insurance
- For Homeowners Insurance
- For Insurance Industry
- Forecasting
- Forms Management
- Insurance Eligibility Verification
- Insurance Management
- Insurance Policy Management
- Insurance Policy Processing
- Insurance Rating
- Invoice Management
- Lead Capture
- Lead Generation
- Lead Management
- Lead Nurturing
- Life & Health
- Lifecycle Management
- Marketing Automation
- Mobile Access
- Monitoring
- Multi-State
- Multiple Line Rating
- Opportunity Management
- Performance Metrics
- Pipeline Management
- Policy Issuance
- Policy Library
- Policy Management
- Prioritization
- Property & Casualty
- Quotes/Estimates
- Rating Engine
- Real-Time Analytics
- Real-Time Data
- Real-Time Reporting
- Real-Time Updates
- Referral Tracking
- Reinstatement Tracking
- Reinsurance Administration
- Reminders
- Renewal Management
- Reporting & Statistics
- Reporting/Analytics
- Risk Assessment
- Role-Based Permissions
- SSL Security
- Sales Reports
- Sales Trend Analysis
- Search/Filter
- Secure Login
- Segmentation
- Self Service Portal
- Single Sign On
- Status Tracking
- Task Management
- Territory Management
- Third-Party Integrations
- Underwriting Management
- User Management
- Version Control
- Web-based Deployment
- Workflow Management
- Total features96
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Audit Trail
- Billing & Invoicing
- Broker/Agent Portal
- Calendar Management
- Calendar Sync
- Campaign Management
- Cancellation Tracking
- Case Management
- Claims Management
- Claims Settlement
- Claims Tracking
- Client Management
- Client Portal
- Collaboration Tools
- 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
- Deal Management
- Digital Signature
- Document Imaging
- Document Management
- Document Storage
- Document Templates
- Drag & Drop
- Electronic Payments
- Email Management
- Email Marketing
- Email Templates
- For Auto Insurance
- For Disability Insurance
- For Health/Medical Insurance
- For Homeowners Insurance
- For Insurance Industry
- Forecasting
- Forms Management
- Insurance Eligibility Verification
- Insurance Management
- Insurance Policy Management
- Insurance Policy Processing
- Insurance Rating
- Invoice Management
- Lead Capture
- Lead Generation
- Lead Management
- Lead Nurturing
- Life & Health
- Lifecycle Management
- Marketing Automation
- Mobile Access
- Monitoring
- Multi-State
- Multiple Line Rating
- Opportunity Management
- Performance Metrics
- Pipeline Management
- Policy Issuance
- Policy Library
- Policy Management
- Prioritization
- Property & Casualty
- Quotes/Estimates
- Rating Engine
- Real-Time Analytics
- Real-Time Data
- Real-Time Reporting
- Real-Time Updates
- Referral Tracking
- Reinstatement Tracking
- Reinsurance Administration
- Reminders
- Renewal Management
- Reporting & Statistics
- Reporting/Analytics
- Risk Assessment
- Role-Based Permissions
- SSL Security
- Sales Reports
- Sales Trend Analysis
- Search/Filter
- Secure Login
- Segmentation
- Self Service Portal
- Single Sign On
- Status Tracking
- Task Management
- Territory Management
- Third-Party Integrations
- Underwriting Management
- User Management
- Version Control
- Web-based Deployment
- Workflow Management
Integrations
- Total integrations7
- Automate365
- Clarity Wave
- Keap
- Microsoft Outlook
- QuickBooks Online Advanced
- TurboRater
- Twilio
- Zapier
- airSlate SignNow
- Total integrations2
- Automate365
- Clarity Wave
- Keap
- Microsoft Outlook
- QuickBooks Online Advanced
- TurboRater
- Twilio
- Zapier
- airSlate SignNow
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