NowCerts
by Momentum
Cloud insurance agency management system for independent agencies and MGAs.
- Category
- Industry Solutions
- Type
- Insurance agency management
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- OAuth 2.0
02Data
What you can sync.
- Insureds
- Policies
- Quotes
- Claims
- Tasks
Report on NowCerts insureds in DataPrism BI and ask an AI Mind questions about it in plain words.
Need more? Name any other NowCerts data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- OAuth 2.0 (client ID, client secret, refresh token)
NowCerts uses OAuth 2.0 (client ID, client secret, refresh token). You add the credentials once, when the AI asks for them, and it tells you where to create them in Momentum if you need help.
04How it works
How it works in DataMind.
-
Pick NowCerts.
Open Lake, pick NowCerts in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the NowCerts API docs.
-
Answer a few questions.
The AI reads the NowCerts documentation, then asks which credentials you will use, which data to sync (for example insureds and policies), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then NowCerts data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
05Related
More like NowCerts.
- Applied EpicInsurance agency management
Vertafore AMS360Insurance agency management
AgencyZoomInsurance agency management
Amadeus Enterprise APIsTravel booking
AppFolio Property ManagerProperty management
athenahealthEHR & practice management
Autodesk Construction CloudConstruction management
Blackboard LearnLearning management