Claude + NowCerts: Connect Your Agency's Book
NowCerts has no Claude connector, but its Web API lets an agency connect with its own login. How to bring insureds, policies and renewals into Claude.
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NowCerts has no Claude connector, but its Web API lets an agency connect with its own login. How to bring insureds, policies and renewals into Claude.
Automate NowCerts lead follow-up, renewals, certificate requests, document collection, client updates, and daily agency briefs with Carly.