NowCerts vs Indio

Applied Epic

AgencyBloc AMS+

EZLynx

HawkSoft CMS

Applied CSR24

InsureCert

Compare NowCerts and Indio based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

HawkSoft is an insurance agency management system that offers a comprehensive suite of tools such as client relationship management, claim tracking and auditing, policy management and more.

With EZLynx®’s software for new and growing insurance agencies, we provide your business with an all-in-one platform that integrates your comparative rater, agency management system, reporting, customer portal, and more to make managing your policies easier. 

Applied Epic is a cloud-based insurance business management solution that helps agencies manage customer relationships, sales opportunities, accounting, benefits administration, and more. Key features include process management, document storage, messaging, electronic signature, and reporting.

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.

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

Search/Filter

Secure Login

Self Service Portal

SSL Security

Status Tracking

Task Management

Third-Party Integrations

Underwriting Management

User Management

Version Control

Workflow Management

NowCerts

Linux

Web-based

Windows

Owner

The certificate process and zip file generation is awesome, the id card generator is amazing, and the customer service is unbelievably better than I could have ever hoped for.

OFFICE MANAGER

Nowcerts said this is a problem with the companies that are downloading but they are saying it is a problem with my management system.

Agency Manager 

It Is easy To Use And Good Response And Traking  Software  Product is very nice and helpful easy to simple.

They were awesome during my data conversion and helped me clean up my messy database coming originally from Instar to AMS360 to Nowcerts. Pricing is SUPER reasonable, the integrations are awesome.

CSR/co owner

Nowcerts is so easy to navigate and very user friendly. The trainers have been great and walked me through every step.

Manager

We like the features that NowCerts has. I feel like it could have major potential, its just a matter of figuring it out.

The reps, and everyone else, they all make sure you get what you need when you need it. More importantly, they all work with a smile on their face because they like what they do.

Don't like how data pulls in with duplicate contents that have wrong info or lack info.

Managing Partner

The NowCerts team is always working on making things better and are very helpful when we have issues with their system.

VP Of Business Development

Amazing customer service and  fast response to any request. The company for the most part adapt to any suggestions.

Ease of use, integration with zapier, excellent customer service.

President

It is browser based as opposed to needing a downloaded application like many larger systems do. And the price point is very competitive.

Insurance Agent

It is easy to navigate through and is also mobile friendly for when you need to be on the go but still have access to your database.

It is completely user friendly and doesn't get hung up often like most software applications do.

Agent/Producer

The accounting is confusing, too busy of appearance.

It has been great for my independent insurance agency that writes mostly trucking for hire.

Owner/Broker

At a certain level, it loses its value...and you're willing to go back to something inferior just to teach them a lesson on how to treat a customer as something other than a checking account.

Vice President

Easy to Use Agency Management Software at a Reasonable Price.

NowCerts screenshot: Use the calendar tool to track important events and upcoming deadlines

NowCerts screenshot: The NowCerts dashboard provides an overview of tasks, projects, appointments, reports, and more

Freelancers

Large Enterprises

Mid Size Business

Small Business

AgencyBloc helps life and health insurance agencies grow their business by organizing and automating their operations with solutions to help agencies create efficiencies in sales enablement, quoting, client and policy management, commissions processing, and more.

Imagine AUTOMATED insurance software as passive, embedded and totally secure. Imagine insurance that adapts automatically to your client's needs and constantly works to find them the best coverage.

Applied CSR24 is a cloud-based customer service software designed to help businesses provide a self-service portal to customers to deliver insurance information, online bill pay, documents, and messages on mobile devices. It lets teams alter documents according to the needs of the clients.

Indio is a cloud-based solution, designed to help commercial insurance agents, brokers and agencies digitize insurance application and renewal processes. It includes an activity tracking module, which sends alerts when clients sign-in, update information, sign forms or submit documents.

Indio

Commercial Lines Team Lead

We have been thrilled with the way in which Indio has modernized and streamlined our Commercial Renewal Process.

Account Manager

This is an amazing software, they have many futures that I been doing in paper and now everything is in the computer, very simple to understand and save you a lot of time.

client services manager

I enjoy the ease of use and how it makes it easier for our customers. I appreciate the quick response on the chat feature and that if we need to escalate an application being added, we can.

I like the ease of use for me as the agent and for my insureds - who have to sign and return documents. Essentially instant gratification.

Operations Resource Manager

It will be amazing to see the time savings after we have all of our clients on boarded.

Overall experience so far has been good. We have had good client response.

I love the ease of doing business. I find this user friendly to use.

Senior Account Manager/Team Leader

Indio is very easy to navigate. Our insured are enjoying the ease of completing their applications online in one simpe platform.

Quality Assurance

Indio is a great Software to use with great customer service.

The 5 digit code verification that was added. And the inability to assign a contact full access on one application, but limited access on another application in the same indio profile.

Agency Owner

The service and support team has been outstanding.

My only complaint is that we didn't implement this sooner.

It was helpful and saved us time an money with sending applications and forms by mail.

Personal Lines Customer Service Rep

There was not a lot of training when it was first implemented. Therefore, the first two months was just trail and error.

commercial csr

Frequency of reminders tends to frustrate Clients.

Easy to use and integrates with Epic. It helps us review the current way we are doing things to make it an easier more efficient process.

QA Engineer

It is very easy to Pick up and the integration was easy to understand.

Director of Operations

Overall, it has been a good experience, but wish it was better to make up for the overall cost for the services.

NowCerts vs Indio Comparison (2026)

NowCerts

Indio

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives