Connect NowCerts to Salesforce
NowCerts handles your policies. Salesforce handles your sales. We built the integration that connects them, so you don't have to enter data twice.
Sound Familiar?
Double Data Entry
Manual syncing between systems wastes team hours.
Data Gets Out of Sync
Information diverges between platforms without a live connection.
No Single Source of Truth
Policy and sales data remain siloed in separate systems.
Limited Reporting
Custom dashboards require external data compilation.
File Storage Costs
Salesforce storage expenses accumulate rapidly.
Renewals Are Manual
Renewal processes lack automation, creating missed opportunities.
The Integration Challenge
NowCerts is a standalone AMS with no native Salesforce connection. Agencies have to choose between duplicate entry or custom development.
How It Works
NowCerts
Policy data via IVANS download.
HipTen Integration
API + sync logic processes and transforms data.
Salesforce
Accounts, policies, and pipeline all in one place.
What We've Built
NowCerts-Salesforce Sync
Automatic policy transfer with real-time or scheduled options.
File Storage Integration
Reduce Salesforce costs by storing documents in NowCerts.
Sales Pipeline in Salesforce
Lead, opportunity, and producer dashboards.
Automated Renewal Workflow
Auto-create opportunities 30/60/90 days before expiration.
Before and After
Today
Before
With HipTen
After
We Know Insurance + Salesforce
0
Insurance clients served
50%
Insurance-focused
2026
Founded
Ready to connect your systems?
Tell us about your situation. We'll have a real conversation.