---
title: "How to Cancel NowCerts: Step-by-Step Guide + Data Export Checklist"
description: "Exactly how to cancel NowCerts, export your book, avoid early-termination fees, and migrate to a modern insurance CRM without losing data or momentum."
url: https://unlockedcrm.ai/blog/how-to-cancel-nowcerts
canonical: https://unlockedcrm.ai/blog/how-to-cancel-nowcerts
category: "Migration"
published: 2026-07-21
updated: 2026-07-21
author: "unLocked CRM Team"
source: unLocked CRM — AI CRM for insurance agents
---

# How to Cancel NowCerts: Step-by-Step Guide + Data Export Checklist

## TL;DR

To leave NowCerts: 1) export your book (self-serve export from the Insureds and Policies screens), 2) submit written cancellation (cancel from billing settings; access ends at period close), 3) migrate contacts, policies, notes, and tasks to a modern CRM. Full switch takes 3–7 days with the right playbook.

# How to Cancel NowCerts: Step-by-Step Guide

Agents leave NowCerts for the same three reasons: pricing keeps climbing, features live on separate modules, and modern AI tools (quoting, dialer, commission tracking) aren't included. Here is how to leave cleanly.

## Before You Cancel

**1. Confirm your contract type.** NowCerts runs on a month-to-month. Auto-renew clauses are the #1 reason agents get stuck for another year.

**2. Export everything.** self-serve export from the Insureds and Policies screens. Download:
- Contacts + custom fields
- Policies + renewal dates
- Notes and activity history
- Tasks and calendar events
- Documents (SOAs, applications, PDFs)
- Commission statements

**3. Save carrier login credentials** separately. Carrier appointments do not move with the CRM.

## Cancellation Steps

Follow the HowTo steps above. Get written confirmation of your end date.

## What to Watch For

- **Early-termination fees** — cancel from billing settings; access ends at period close
- **Data access cutoff** — access typically ends at term end, not immediately
- **Integration disconnects** — Zapier, phone, and email integrations should be moved before cutover
- **Carrier portal downloads** — NowCerts data pulled from carriers stays in the carrier portals, not lost

## The Migration Path

Most agents replacing NowCerts consolidate onto unLocked CRM because it covers what NowCerts either charges extra for or doesn't offer: native quoting across 8 product lines, commission tracking across 332 carriers, a built-in dialer, and AI tools.

See the [7-day switch playbook](/how-to-switch-to-unlocked) or the [NowCerts pricing breakdown](/blog/how-much-does-nowcerts-really-cost) for the cost side of the decision.

## Frequently Asked Questions

Answered above. If you're evaluating multiple replacements, start with the [insurance CRM pricing comparison](/blog/insurance-crm-pricing-comparison-2026).

## FAQ

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## Related

- https://unlockedcrm.ai/blog/how-much-does-nowcerts-really-cost
- https://unlockedcrm.ai/blog/insurance-crm-pricing-comparison-2026
- https://unlockedcrm.ai/blog/free-insurance-crm-what-you-actually-get
- https://unlockedcrm.ai/blog/cheapest-insurance-crm-2026

---

Source: [How to Cancel NowCerts: Step-by-Step Guide + Data Export Checklist](https://unlockedcrm.ai/blog/how-to-cancel-nowcerts) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/how-to-cancel-nowcerts.