Softwr

Insurance · head to head

Better Agency vs Novidea

B

Better Agency

Insurance

Agency management for digital-first agencies

From
$199/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: Better Agency better Agency's own vendor domain is betteragency.io, not betteragency.com as listed in the catalogue; betteragency.com is an unrelated web design firm (archived pricing captured at 4 April 2025); 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: Better Agency 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 Better Agency and Novidea actually diverge.

Attributes where Better Agency and Novidea differ
AttributeBetter AgencyNovidea
Starting price$199/monthOn request
Pricing modelsubscriptionquote
PlatformsWeb, Ios, AndroidWeb, iOS, Android, API
Founded2018Unknown

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 Better Agency

  • Policy management
  • Client portal
  • Workflow automation
  • Reporting
  • Document management
  • Mobile app
  • API access
  • Integration library

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.

Better Agency

  • Automationnot Novidea
  • Customer engagementnot Novidea

Novidea

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

Where each one falls short

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

Better Agency

  • Better Agency's own vendor domain is betteragency.io, not betteragency.com as listed in the catalogue; betteragency.com is an unrelated web design firm (archived pricing captured at 4 April 2025)
  • Base plan is $149 USD monthly and includes only 3 users; each additional user costs $35 USD per month on top (archived pricing page, 4 April 2025)
  • Paying annually is required to get a 10 percent discount off the monthly rate, with no other discount tier published (archived pricing page, 4 April 2025)

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

Better Agency

$199/month
  • Starter$199/month
    • Policy management
    • Client portal
    • Automation

Novidea

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

Which should you pick?

Choose Better Agency if

  • You need policy management.
  • You work on Web, Ios, Android.
  • You also want client portal.
Better Agency 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 Better Agency or Novidea better?
Neither clearly leads. Better Agency starts at $199/month and Novidea at On request, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Better Agency or Novidea?
Better Agency starts at $199/month and Novidea at On request.
Does Better Agency or Novidea run on more platforms?
Better Agency runs on Web, Ios, Android. Novidea runs on Web, iOS, Android, API.
What is Better Agency best used for?
Better Agency is most often used for automation, customer engagement. Of those, automation and customer engagement are not what Novidea is typically brought in for.
What can Better Agency do that Novidea cannot?
Better Agency covers Policy management, Client portal, Workflow automation, 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

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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