Novidea
The data-driven insurance management platform.
Overview
Novidea provides a cloud-native, data-driven insurance management system built on Salesforce. Using an open API architecture, Novidea's software platform enables brokers, agents, MGAs, and carriers to manage the customer insurance journey end-to-end and drive growth across the entire insurance distribution lifecycle. It provides a complete ecosystem spanning every aspect of an insurance business, from front-office customer transactions to middle and back-office processing.
✨ Key Features
- Policy Administration
- Customer Relationship Management (CRM)
- Billing & Invoicing
- Claims Management
- Real-time Business Intelligence
- Open API Architecture
- Built on Salesforce Platform
🎯 Key Differentiators
- Built on the Salesforce platform
- Strong data and analytics capabilities
- Unified view of the customer and insurance lifecycle
Unique Value: Novidea's data-driven platform, built on Salesforce, provides brokers and MGAs with the insights and tools they need to grow their business and better serve their clients.
🎯 Use Cases (4)
✅ Best For
- Used by top brokers, agents, and enterprises globally, including WTW, Marsh, and Gallagher.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Organizations not wanting to be part of the Salesforce ecosystem.
🏆 Alternatives
By being built on Salesforce, Novidea offers a more robust and extensible CRM and platform experience compared to many traditional agency management systems.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (All Tiers tier)
🔒 Compliance & Security
💰 Pricing
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