NowCerts Integration

How to integrate NowCerts

Megan Stasko avatar
Written by Megan Stasko
Updated over a week ago

How to Integration NowCerts

Step 1) Click “My Agency” on the bottom left of the navigation panel

Step 2) Click “Integration” from the list of options

Step 3) Click “NowCerts”

Step 4) Click “Connect” and enter your NowCerts username and password

Step 5) Complete your settings and field mapping

* For the integration to be successful, you must complete field mapping for the carriers and different policy types. Just click on Field Mapping and go through each section.

Still have questions? We're here to help! You can start a live chat with our Support Team by clicking the icon in the lower right corner of the screen. Support is available between 9am and 5pm ET, Monday - Friday. (Messages sent outside of those hours will be answered ASAP on the following business day.)

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