Stop Letting Policy Data and Revenue Strategy Live in Separate Worlds
If you run an independent insurance agency or MGA, your policy data, renewals, commissions, and client activity live in NowCerts. Your sales pipeline, growth targets, and producer performance tracking live somewhere else. And getting those two worlds to talk to each other usually means someone is spending their Friday afternoon exporting reports and building spreadsheets.
Meanwhile, your team needs answers now.
- Which accounts are coming up for renewal and showing signs they might not re-up?
- Which producers are sitting on expansion opportunities they haven’t acted on?
- Where is commission revenue at risk because a policy is likely to lapse?
But while NowCerts holds some of the most valuable data in your agency, most sales and operations leaders still can’t access it in a way that drives proactive revenue decisions. They’re running manual renewal reports, chasing producers for pipeline updates, and reacting to churn instead of preventing it.
That kind of fragmented, reactive process creates blind spots, slows down your renewal engine, and keeps lean ops teams stuck in data work instead of growing the book.
Today, we’re changing that.
We’re excited to announce our native integration with NowCerts, built to give insurance agencies and MGAs one unified view of policy activity and revenue data, without waiting on custom reporting or manual data pulls.
Bring Policy Management and Revenue Execution Together in One Platform
Disconnected systems create revenue blind spots. Renewal dates that should trigger outreach campaigns sit unnoticed in your AMS. Lapse risk signals buried in payment and endorsement history never reach the producer who owns the relationship. And managers are making coaching and forecasting decisions without a full view of what’s happening across the book.
With this new integration, RevOps and sales teams using Salesforce or HubSpot can now connect AccountAim directly to NowCerts, automatically syncing policy data, renewal timelines, commission activity, and client records alongside CRM data. With NowCerts as your agency management system and AccountAim as your revenue intelligence layer, your team gets real-time visibility into the signals that drive retention, expansion, and producer performance.
Empower Your Team to Get Ahead of the Renewal Calendar
Renewals are the lifeblood of an insurance agency. But if your renewal pipeline exists only inside NowCerts and never makes it into a structured sales motion, you’re managing retention reactively instead of proactively.
With AccountAim and NowCerts, your team can:
- Sync policy data, renewal dates, commission records, and client activity from NowCerts into AccountAim
- Combine policy history and renewal timelines with CRM records to build a complete client view
- Build health scores and segments based on policy tenure, premium trends, lapse history, and engagement signals
- Trigger automated renewal outreach workflows weeks before expiration, not days
- Surface retention and expansion signals directly in the tools your producers and account managers already use
No manual renewal reports. No missed expiration dates. No reactive scrambles.
Turn Renewal Data Into a Predictable Retention Engine
Retention is your most important revenue metric. But if the data that tells you which clients are at risk and which are ready to expand lives only in NowCerts and never feeds your sales motion, you’re managing your book on instinct rather than intelligence.
AccountAim closes that gap by connecting NowCerts policy data with your CRM’s sales context.
With one unified platform, revenue teams get:
- Real-time visibility into renewal timelines and premium trends across every account and producer
- Early warning signals for lapse risk based on payment patterns, endorsement activity, and engagement history
- Expansion triggers when clients have uncovered lines of business, growing employee counts, or changing coverage needs
- Accurate commission forecasting that factors in both new business pipeline and renewal probability across the existing book
With policy data and CRM activity unified, your team can walk into every renewal conversation prepared, identify cross-sell opportunities before competitors do, and forecast revenue with confidence.
Build Producer Accountability and Revenue Motions That Scale
Growing agencies choose NowCerts because it runs their operations. AccountAim extends that foundation by adding the intelligence layer that turns raw policy data into revenue action:
- Multi-source data unification across NowCerts, your CRM, and other agency tools
- Custom producer scorecards built on retention rates, new business activity, premium growth, and pipeline velocity
- Pre-built workflows for common agency use cases like renewal risk alerts, cross-sell identification, and lapse prevention
- Native syncs back to Salesforce and HubSpot so producers and sales managers see insights where they already work
As your book of business grows and your agency structure evolves, AccountAim adapts with you, making it possible to scale your revenue motion without rebuilding reporting from scratch every quarter.
Track What Matters Across Every Client and Every Producer
For insurance agencies, account health is about more than pipeline stage. It’s about whether a client’s coverage still fits their needs, whether premium trends are moving in the right direction, and whether any signals in the policy history should be informing the next producer conversation.
AccountAim makes that visibility simple and actionable:
- Automated account health monitoring tied directly to NowCerts policy activity and renewal data
- Premium, lapse risk, and engagement signals surfaced in account views, opportunity records, and producer dashboards
- Custom alerts when client patterns indicate renewal risk, coverage gaps, or expansion potential
- Historical policy trend data that informs client conversations, coverage recommendations, and retention strategy
With AccountAim and NowCerts, you’re not just tracking policies. You’re turning your book of business data into a competitive advantage.
Get More Value From NowCerts and Your CRM
AccountAim and NowCerts together unlock what agency leaders have been asking for: one connected view of policy operations and sales activity, with the automation and intelligence to act on it proactively.
If you manage a growing book of business on NowCerts and you’re looking for a faster, smarter way to connect your policy data with your revenue motion, we’d love to chat.
Request a demo with our team today and see how insurance agencies are closing the gap between policy management and revenue growth.
