Novidea

The data-driven insurance management platform.

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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)

Insurance Agency Management MGA/MGU Operations Insurance Brokerage Management End-to-end Insurance Lifecycle Management

✅ 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

Applied Epic Vertafore AMS360 AgencyBloc

By being built on Salesforce, Novidea offers a more robust and extensible CRM and platform experience compared to many traditional agency management systems.

💻 Platforms

Web API

🔌 Integrations

Salesforce

🛟 Support Options

  • ✓ Email Support
  • ✓ Phone Support
  • ✓ Dedicated Support (All Tiers tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ ISO 27001 ✓ SSO

💰 Pricing

Contact for pricing
Visit Novidea Website →