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In-ProgressCross-vertical

Automate NowCerts with Caddi AI Agents

Built for professional services teams.

Yes, Caddi integrates with NowCerts. It runs the NowCerts steps your team does by hand today, and connects it to Vertafore, HawkSoft, and AgencyBloc. You show the workflow on a screenshare or describe it in chat, and change it in plain English as the work changes; Caddi builds it as verified code and runs it every time. No code, no IT ticket.

The differenceMost NowCerts integrations sync records between two apps and leave the steps in between to your team. Caddi runs the whole job across NowCerts and every tool it touches, including the screens with no API.

How to automate NowCerts

  1. Connect NowCerts to Caddi

    Allow

    1Sign in to NowCerts

    One click with your own NowCerts login. No API keys.

  2. Automate policy intake & COIs in NowCerts.

    Type it

    2Show or tell it

    Screenshare the job, or type it in chat. Change it any time.

  3. Running

    14 done1 for review

    3Watch it run

    Caddi does the work and flags anything unsure for review.

Integrations

NowCerts integrations

Connect NowCerts with any of the 200 other tools Caddi works with. Pick one to see what Caddi automates between them.

200 tools

The details

What Caddi does with NowCerts

Why teams automate NowCerts

NowCerts runs the agency's policies and certificates, but intake, COIs, and document filing around it still take manual work. Caddi AI Agents automate the loops around NowCerts so requests are handled without the manual chase.

Certificates and document requests are high-volume and repetitive. Caddi generates and files them and only surfaces what needs a person.

Loops Caddi runs against NowCerts

  • Policy intake & COIs

    Recommended pattern
    1. NowCerts
    2. Gmail

    Caddi turns inbound requests into NowCerts records and generates certificates of insurance on demand.

  • Document & renewal sync

    Recommended pattern
    1. NowCerts
    2. Google Drive

    Caddi files documents and prepares renewals against the right NowCerts record.

Where professional services teams use it

  • Inbound triage

    Watch NowCerts for new items, classify them, and route the right data to the right downstream system: CRM, matter system, or storage.

  • Cross-tool data sync

    Keep NowCerts in lockstep with your CRM, billing, or document system so the same record never has to be updated twice.

  • Document workflows

    Generate, send, and archive documents end-to-end using NowCerts alongside e-signature, cloud storage, and your system of record.

  • Notifications & approvals

    Send the right person the right NowCerts update by email, Slack, or Teams, and capture approvals back into the originating record.

Questions about automating NowCerts

Does Caddi have a real NowCerts integration?

Yes. Caddi runs verified code against NowCerts's official APIs (and uses a secure, audited browser session when an API isn't available). Every automation Caddi builds for NowCerts is reviewed before it runs in production.

Do I need engineering help to automate NowCerts with Caddi?

No. You demonstrate the workflow, clicking through NowCerts the way you normally would, and Caddi turns it into a verified, repeatable automation. No code, no IT ticket, no Zapier-style wiring.

Is my NowCerts data safe?

Caddi is SOC 2 attested. Our AI watches and builds the automation; once generated, it executes as deterministic code against NowCerts, the same steps on every run, and any model step inside a run is scoped, logged, and reviewable.

Can Caddi connect NowCerts to the rest of my stack?

That's the point. Most Caddi automations span 3-6 tools. For example: pulling data out of an email, updating NowCerts, filing a document in cloud storage, and posting a confirmation in Slack or Teams. Every tool on the integrations page is fair game.

How do I find what to automate in NowCerts?

Caddi Discover reads the activity in the tools you connect, read only, and ranks the repeated work worth automating with the evidence behind each finding. Unlike process mining, it does not stop at the insight: the person who does the work builds the automation in Caddi Automate, and Govern keeps every run and decision on the record.

Often automated alongside NowCerts

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See it on your stack

Ready to automate NowCerts?

Drop your work email and we'll show you Caddi running end-to-end against NowCerts and the rest of your stack.