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Insurance · head to head

AgencyZoom vs Novidea

AgencyZoom logo

AgencyZoom

Insurance

Unified agency management and brokerage platform

From
$99/month
Rated
-
Full reviewWebsite
Novidea logo

Novidea

Insurance

Broker and MGA management platform built natively on Salesforce

From
On request
Rated
-
Full reviewWebsite

The short version

  • Each has a real cost: AgencyZoom starts at $149 a month for independent agencies, rising to $349 for the Pro tier; Novidea salesforce licences are a separate recurring cost on top of the Novidea subscription, and for a broker with many occasional users that second bill changes the comparison against standalone systems entirely.
  • They diverge on capability: AgencyZoom covers Policy management, Novidea covers Native Salesforce architecture.
  • Prices and features above were last checked on 31 August 2026.

Where they differ

Only the attributes on which AgencyZoom and Novidea actually diverge.

Attributes where AgencyZoom and Novidea differ
AttributeAgencyZoomNovidea
Starting price$99/monthOn request
Pricing modelsubscriptionquote
PlatformsWeb, Ios, AndroidWeb, iOS, Android, API
Founded2009Unknown

Identical on both: free tier (No), user rating (Not yet rated), category (Insurance).

What each one covers

Drawn from each product's published feature list. An absence here means we hold no record of it - not that the product lacks it.

Only in AgencyZoom

  • Policy management
  • Integrated accounting
  • Client management
  • Reporting
  • Document management
  • Carrier downloads
  • Client portal
  • Mobile app

Only in Novidea

  • Native Salesforce architecture
  • Placement and submission tracking
  • Multi-currency and multi-entity
  • Commission and revenue management
  • Analytics
  • Client and broker portals

What people use each for

The jobs each tool is most often brought in to do.

AgencyZoom

  • Lead management and prospecting for insurance agenciesnot Novidea
  • Automated follow-up and winback campaignsnot Novidea
  • Producer goal tracking and commission calculationnot Novidea
  • Collecting Google reviews from policyholdersnot Novidea
  • Multi-location management for captive agency groupsnot Novidea

Novidea

  • An international broker consolidating offices that each run a different local agency systemnot AgencyZoom
  • A speciality wholesaler placing non-admitted and Lloyd's business that national agency systems handle poorlynot AgencyZoom
  • An MGA that needs binder, bordereaux and commission tracking in the same place as the client recordnot AgencyZoom
  • A broker group that already standardised on Salesforce and does not want a second client databasenot AgencyZoom

Where each one falls short

Documented limitations, not opinions. Every one is a constraint you would hit in normal use.

AgencyZoom

  • Starts at $149 a month for independent agencies, rising to $349 for the Pro tier
  • All plans include up to 7 user seats and extra seats require contacting sales
  • Zapier, Google Reviews and two-way email and texting need the Growth tier at $199 a month
  • AgencyHR, the service centre and events automation are Pro only
  • Integrating with an agency management system may cost extra depending on the system

Novidea

  • Salesforce licences are a separate recurring cost on top of the Novidea subscription, and for a broker with many occasional users that second bill changes the comparison against standalone systems entirely.
  • It is not built around United States personal lines carrier download, so an agency whose daily work depends on automated policy download from dozens of carriers will find the connectivity thin.
  • Because it inherits Salesforce, it also inherits Salesforce administration; you need someone who knows the platform, and that skill is priced by the Salesforce market rather than the insurance market.
  • Implementations involve mapping an existing book with its history into Salesforce objects, and brokers consistently underestimate how much data cleansing that exposes.
  • Salesforce platform changes and release cycles are outside the vendor control, so an upgrade that alters behaviour you depend on arrives on someone else calendar.

Pricing, plan by plan

AgencyZoom

$99/month
  • Essential$149/month
    • Up to 7 seats
    • 14-day free trial
    • Most limited offering
  • Growth$199/month
    • Up to 7 seats
    • 14-day free trial
    • Excludes events automation and service center
  • Pro$349/month
    • Up to 7 seats
    • 14-day free trial
    • Full feature set

Novidea

On request
  • Novidea Platform$undefined/year
    • Broker management on Salesforce
    • Placement and revenue tracking
    • Analytics dashboards

Which should you pick?

Choose AgencyZoom if

  • You need policy management.
  • You work on Web, Ios, Android.
  • You also want integrated accounting.
AgencyZoom review

Choose Novidea if

  • You need native salesforce architecture.
  • You work on Web, iOS, Android, API.
  • You also want placement and submission tracking.
Novidea review

Questions people ask

Is AgencyZoom or Novidea better?
Neither clearly leads. AgencyZoom starts at $99/month and Novidea at On request, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, AgencyZoom or Novidea?
AgencyZoom starts at $99/month and Novidea at On request.
Does AgencyZoom or Novidea run on more platforms?
AgencyZoom runs on Web, Ios, Android. Novidea runs on Web, iOS, Android, API.
What is AgencyZoom best used for?
AgencyZoom is most often used for lead management and prospecting for insurance agencies, automated follow-up and winback campaigns, producer goal tracking and commission calculation, collecting google reviews from policyholders. Of those, lead management and prospecting for insurance agencies and automated follow-up and winback campaigns are not what Novidea is typically brought in for.
What can AgencyZoom do that Novidea cannot?
AgencyZoom covers Policy management, Integrated accounting, Client management, Reporting. Novidea covers Native Salesforce architecture, Placement and submission tracking, Multi-currency and multi-entity, Commission and revenue management.

Answered from the vendors’ own pages

AgencyZoom: What is the maximum number of team seats included in AgencyZoom plans?

All AgencyZoom plans (Essential at $149/month, Growth at $199/month, and Pro at $349/month) include up to 7 seats for team members. Additional seats beyond 7 require contacting the sales team.

Source
Novidea: Do we need to buy Salesforce as well?

Yes. Novidea runs on Salesforce and the underlying platform licences are purchased separately. Include them in every cost comparison.

AgencyZoom: Can I pay AgencyZoom annually for a discount?

Yes. AgencyZoom offers a 20 percent discount when billing annually instead of month-to-month across all plans (Essential, Growth, and Pro). Month-to-month cancellation is available on all tiers.

Source
Novidea: Is it suitable for a United States retail agency?

Only if your book is commercial or speciality. If you depend on personal lines carrier download, an established agency management system is the better fit.

AgencyZoom: How long is the free trial for AgencyZoom?

AgencyZoom offers a 14-day free trial on all three plan tiers (Essential, Growth, and Pro). The trial includes full platform access to evaluate features before committing to a paid subscription.

Source
Novidea: What does it replace?

The broker management system and usually a separate CRM, plus the spreadsheets used for commission and receivables tracking.

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