NowCerts handles your policies. Salesforce handles your sales. We built the integration that connects them, so you don't have to enter data twice.
Talk to Us See How It WorksEvery new client, every policy update goes into both NowCerts and Salesforce. Your team spends hours keeping two systems in sync manually.
Sales thinks a deal closed. Servicing shows something different. Without a live connection, your systems drift apart and nobody knows what's current.
Policy data lives in NowCerts. Sales data lives in Salesforce. Reporting requires pulling from both and hoping the numbers match up.
NowCerts is great for policy admin. But when you need sales pipeline visibility, producer performance, or custom dashboards, you're stuck.
Salesforce file storage adds up fast. Every document, every attachment eats into your limits and drives up costs.
Policies come up for renewal and someone has to remember to start the process. There's no automated workflow creating renewal opportunities ahead of time.
NowCerts is a standalone AMS with no native Salesforce connection. That means agencies using both systems face a choice: double entry or build an integration. We built the integration.
NowCerts can download policies from carriers through IVANS. Salesforce can't. Our integration pulls that policy data from NowCerts and pushes it into Salesforce, so your team sees everything in one place.
Policy data flows from NowCerts into Salesforce automatically. Your team works in the system that makes sense for their role.
Policies, coverages, and client data via IVANS download
NowCerts API + custom sync logic
Accounts, policies, pipeline, and reporting
These solutions are built and deployed. We've connected NowCerts to Salesforce for agencies and know what works.
Once policies are downloaded into NowCerts via IVANS, our integration pulls them through the API and loads them into Salesforce.
Salesforce charges a premium for file storage. NowCerts doesn't. Our integration lets you work with files in Salesforce while keeping them stored in NowCerts where it costs less.
Track your sales process in Salesforce with full visibility into leads, opportunities, and producer performance. Policy data from NowCerts connects to your pipeline.
Renewal opportunities are created automatically in Salesforce based on policy expiration dates from NowCerts. Your team knows what's coming up without checking two systems.
HipTen works exclusively with insurance organizations. We've built integrations between Salesforce and agency management systems including NowCerts, Applied Epic, and AMS360. We understand the data models on both sides.
Using NowCerts and Salesforce? We can show you how the integration works and what it would take to connect your systems.
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