NowCerts

NowCerts (rebranded to Momentum AMP, but the API is still served from api.nowcerts.com) is a cloud insurance agency management system (AMS) for independent agencies. It exposes a documented REST API that lets agencies and their integration partners import, update, and retrieve their own book of business - insureds and prospects, policies and coverages, carriers and underwriters, endorsements and commissions, tasks and workflow, drivers, vehicles, properties, claims, certificates of insurance, notes, SMS, and payments. The API is token-authenticated and reachable by any NowCerts agency whose account has the "API Integration" agent role assigned; API integrations are gated to the Professional tier and above. Endpoints are documented on the public ASP.NET Web API help page at api.nowcerts.com/Help and are widely used through Zapier and partner integrations.

5 APIs 0 Features
InsuranceInsurtechAgency Management SystemAMSPoliciesInsuredsCertificates of InsuranceREST

APIs

NowCerts Insureds API

Create, update, search, and retrieve insureds and prospects, including custom fields, contacts, tags, notes, tasks, claims, and the policies associated with each insured. Backed...

NowCerts Policies API

Insert and partially update policies, search the book of business by policy number, carrier, line of business, and dates, and read policy detail, coverages, status types, driver...

NowCerts Carriers API

Retrieve the carrier and underwriter reference data used across the agency - the insurance carriers a policy can be written with and the underwriters and lines of business that ...

NowCerts Endorsements API

Read policy endorsement records and their financial detail - agency commissions, receivables, payables, and financing - and insert a policy tied to an endorsement id. Backed by ...

NowCerts Tasks API

Insert and update tasks and task work groups, and read task, to-do, and task category lists that drive agency workflow. Backed by confirmed endpoints such as /api/TasksWork/Inse...

Collections

NowCerts API

OPEN

Pricing Plans

Nowcerts Plans Pricing

4 plans

PLANS

Rate Limits

Nowcerts Rate Limits

3 limits

RATE LIMITS

FinOps

Nowcerts Finops

FINOPS

Resources

🔗
DomainSecurity
DomainSecurity
🔑
Authentication
Authentication
🔗
LinkedIn
LinkedIn
🔗
Website
Website
🔗
Documentation
Documentation
🔗
Plans
Plans
🔗
RateLimits
RateLimits
🔗
FinOps
FinOps

Sources

Raw ↑ 
opencollection: 1.0.0
info:
  name: NowCerts API
  version: 2.1.5
request:
  auth:
    type: bearer
    token: '{{bearerToken}}'
items:
- info:
    name: Authentication
    type: folder
  items:
  - info:
      name: Get bearer token.
      type: http
    http:
      method: POST
      url: https://api.nowcerts.com/token
      auth:
        type: none
      body:
        type: urlencoded
        data: grant_type=password&username=&password=
    docs: Exchange agency user credentials for a bearer token. The user must have the 'API Integration' agent role.
  - info:
      name: Heartbeat.
      type: http
    http:
      method: GET
      url: https://api.nowcerts.com/api/heartbeat
      auth:
        type: none
    docs: Lightweight API availability check.
- info:
    name: Insureds
    type: folder
  items:
  - info:
      name: Insert or update an insured/prospect.
      type: http
    http:
      method: POST
      url: https://api.nowcerts.com/api/Insured/Insert
      body:
        type: json
        data: '{}'
    docs: Create or update an insured or prospect, including custom fields.
  - info:
      name: List insured detail.
      type: http
    http:
      method: GET
      url: https://api.nowcerts.com/api/InsuredDetailList
      params:
      - name: $top
        value: '50'
        type: query
        description: Maximum records to return.
    docs: List insured/prospect master data. Supports OData-style query options.
  - info:
      name: Search customers.
      type: http
    http:
      method: GET
      url: https://api.nowcerts.com/api/Customers/GetCustomers
      params:
      - name: searchText
        value: acme
        type: query
        description: Free-text search term.
    docs: Multi-field insured/prospect search.
- info:
    name: Policies
    type: folder
  items:
  - info:
      name: Insert or update a policy.
      type: http
    http:
      method: POST
      url: https://api.nowcerts.com/api/Policy/Insert
      body:
        type: json
        data: '{}'
    docs: Create or update a policy for an insured.
  - info:
      name: Partially update a policy.
      type: http
    http:
      method: PATCH
      url: https://api.nowcerts.com/api/Policy/PartialUpdate
      body:
        type: json
        data: '{}'
    docs: Apply a partial update to an existing policy.
  - info:
      name: Find policies.
      type: http
    http:
      method: GET
      url: https://api.nowcerts.com/api/Policy/FindPolicies
      params:
      - name: policyNumber
        value: POL-1001
        type: query
        description: Policy number to search.
    docs: Search policies by number, carrier, line of business, and dates.
  - info:
      name: List policy detail.
      type: http
    http:
      method: GET
      url: https://api.nowcerts.com/api/PolicyDetailList
      params:
      - name: $top
        value: '50'
        type: query
        description: Maximum records to return.
    docs: List policy master data.
  - info:
      name: Get policy coverages.
      type: http
    http:
      method: GET
      url: https://api.nowcerts.com/api/Policy/Coverages
      params:
      - name: policyId
        value: ''
        type: query
        description: The policy id.
    docs: Get coverage detail for a policy.
  - info:
      name: Get policy status types.
      type: http
    http:
      method: GET
      url: https://api.nowcerts.com/api/Policy/StatusTypes
    docs: List the enumeration of policy status types.
- info:
    name: Carriers
    type: folder
  items:
  - info:
      name: List carriers.
      type: http
    http:
      method: GET
      url: https://api.nowcerts.com/api/CarrierDetailList
    docs: List insurance carriers configured for the agency.
  - info:
      name: List underwriters.
      type: http
    http:
      method: GET
      url: https://api.nowcerts.com/api/UnderwriterDetailList
    docs: List underwriters associated with carriers.
  - info:
      name: List lines of business.
      type: http
    http:
      method: GET
      url: https://api.nowcerts.com/api/LineOfBusinessList
    docs: List lines of business (LOB) master data.
- info:
    name: Endorsements
    type: folder
  items:
  - info:
      name: Insert a policy with endorsement id.
      type: http
    http:
      method: POST
      url: https://api.nowcerts.com/api/Policy/InsertWithEndorementId
      body:
        type: json
        data: '{}'
    docs: Create or update a policy referencing an existing endorsement id.
  - info:
      name: List policy endorsements.
      type: http
    http:
      method: GET
      url: https://api.nowcerts.com/api/PolicyEndorsementDetailList
      params:
      - name: $top
        value: '50'
        type: query
        description: Maximum records to return.
    docs: List policy endorsement records.
  - info:
      name: List endorsement agency commissions.
      type: http
    http:
      method: GET
      url: https://api.nowcerts.com/api/PolicyEndorsementAgencyCommissionDetailList
    docs: List agency commission detail for policy endorsements.
- info:
    name: Tasks
    type: folder
  items:
  - info:
      name: Insert or update a task.
      type: http
    http:
      method: POST
      url: https://api.nowcerts.com/api/TasksWork/InsertUpdate
      body:
        type: json
        data: '{}'
    docs: Create or update a task and its work group.
  - info:
      name: List tasks.
      type: http
    http:
      method: GET
      url: https://api.nowcerts.com/api/TasksList
      params:
      - name: $top
        value: '50'
        type: query
        description: Maximum records to return.
    docs: List task records.
  - info:
      name: List task work groups.
      type: http
    http:
      method: GET
      url: https://api.nowcerts.com/api/TasksWorkGroupList
    docs: List task work group records.
  - info:
      name: List to-do items.
      type: http
    http:
      method: GET
      url: https://api.nowcerts.com/api/ToDoList
    docs: List to-do items for the agency workflow.