Certificate of Insurance

Simplify COI Management
with NowCerts Lite

In the fast-paced world of insurance, where efficiency and client satisfaction are paramount, insurance professionals often find themselves weighed down by the manual process of handling and issuing certificates of insurance (COIs).

Now, as part of the BTIS ProSuite subscription, our NowCerts integration transforms COI management with a dual solution. It offers a dedicated portal for your insureds to self-serve, while giving agents the ability to generate COIs directly. This powerful combination streamlines operations, reduces time and labor costs, and elevates your agency's service to new heights of efficiency and client satisfaction.

The BTIS ProSuite provides your agency with a comprehensive suite of advanced tools designed to streamline your operations, elevate client service, and give you a distinct competitive edge. NowCerts is just one of the many innovative features included in this all-in-one subscription.

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key features

Automated COI Issuance: Eliminate manual processes with automated generation and delivery of certiﬁcates.

Customizable Templates: Tailor your COIs to meet speciﬁc client needs and regulatory requirements, ensuring compliance and personalization.

Streamlined Processes: Enhance operational efﬁciency with tools designed for quick certiﬁcate generation, management, and tracking.

White Label UI: Customize the insured’s portal with your own agency branding, reinforcing recognition and trust.

Time Savings

Reduce the administrative burden and focus on core business activities.

Enhanced Client Satisfaction

Deliver faster service and response times to client certiﬁcate requests, improving overall client experience.

Increased Accuracy

Minimize errors and omissions with automated data entry and template usage.

Monthly | 11am PT

Nowcerts Webinar

NowCerts Lite Monthly Webinars

BTIS is will be hosting weekly NowCerts webinars, starting Wednesday, October 16th, 2024. Join us every Wednesday to learn how to leverage the powerful features of the BTIS NowCerts integration, now available as part of the ProSuite subscription.