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Insurance · head to head

Applied Epic vs Novidea

Applied Epic logo

Applied Epic

Insurance

The most connected agency management system

From
On request
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

  • They diverge on capability: Applied Epic 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 Applied Epic and Novidea actually diverge.

Attributes where Applied Epic and Novidea differ
AttributeApplied EpicNovidea
Pricing modelsubscriptionquote
PlatformsWeb, Windows, Ios, AndroidWeb, iOS, Android, API
Founded1983Unknown

Identical on both: starting price (On request), 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 Applied Epic

  • Policy management
  • Client management
  • Commission tracking
  • Document management
  • Real-time carrier downloads
  • Workflow automation
  • Accounting integration
  • Mobile access

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.

Applied Epic

  • Agency managementnot Novidea
  • Policy administrationnot Novidea
  • Commission managementnot Novidea
  • Client servicingnot Novidea
  • Carrier connectivitynot Novidea

Novidea

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

Where each one falls short

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

Applied Epic

Nothing recorded yet. See the Applied Epic review.

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

Applied Epic

On request
  • Applied Epic$undefined/month
    • Policy management
    • Commission tracking
    • Client portal
  • Enterprise$undefined/month
    • Everything in Standard
    • Advanced analytics
    • Custom integrations

Novidea

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

Which should you pick?

Choose Applied Epic if

  • You need policy management.
  • You work on Web, Windows, Ios, Android.
  • You also want client management.
Applied Epic 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 Applied Epic or Novidea better?
Neither clearly leads. Applied Epic starts at On request and Novidea at On request, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Applied Epic or Novidea?
Applied Epic starts at On request and Novidea at On request.
Does Applied Epic or Novidea run on more platforms?
Applied Epic runs on Web, Windows, Ios, Android. Novidea runs on Web, iOS, Android, API.
What is Applied Epic best used for?
Applied Epic is most often used for agency management, policy administration, commission management, client servicing. Of those, agency management and policy administration are not what Novidea is typically brought in for.
What can Applied Epic do that Novidea cannot?
Applied Epic covers Policy management, Client management, Commission tracking, Document management. Novidea covers Native Salesforce architecture, Placement and submission tracking, Multi-currency and multi-entity, Commission and revenue management.

Answered from the vendors’ own pages

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.

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.

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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