Setting Up Your Better Agency Account
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      3. Setting Up Your Better Agency Account

      How to Access Your NowCerts Account

      You can open a contact or policy in NowCerts instantly once your integration with Better Agency is complete. Follow these steps to get started:

      Step 1: Ensure Your Integration is Complete

      1. Look for the "Forward Arrow" icon in Better Agency.
        • If the icon is clickable, your integration is set up and ready to use!

      💡 Pro Tip: If you experience issues opening a contact, try using a contact that has basic information (like a name, email, or phone number). Some contacts with incomplete details may not sync properly.

      Step 2: Set Up Your Account for the First Time

      1. The first time you attempt to open a contact or policy in NowCerts, you will be prompted to set up your NowCerts user account.
      2. Follow the setup instructions, and you’ll only need to do this step once.

      Step 3: Start Using Your NowCerts Account

      1. Look for NowCerts Buttons and options throughout your Better Agency account.
      2. These buttons will allow you to quickly jump to related NowCerts contacts or policies for seamless access.

      With your NowCerts integration complete, managing contacts and policies is faster and more efficient than ever!