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Insurance · head to head

Embroker vs Novidea

Embroker logo

Embroker

Insurance

Enterprise insurance platform for teams

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

  • Each has a real cost: Embroker no pricing published on website; requires completing an application and underwriting process; 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: Embroker covers Benefits 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 Embroker and Novidea actually diverge.

Attributes where Embroker and Novidea differ
AttributeEmbrokerNovidea
Pricing modelsubscriptionquote
PlatformsWeb, Ios, AndroidWeb, iOS, Android, API
Founded2017Unknown

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 Embroker

  • Benefits management
  • Policy administration
  • Employee portal
  • Analytics and reporting
  • Claims management
  • Mobile app
  • Compliance tools
  • Integration support

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.

Embroker

  • Employee benefits managementnot Novidea

Novidea

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

Where each one falls short

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

Embroker

  • No pricing published on website; requires completing an application and underwriting process
  • Pricing varies by state and is subject to application approval

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

Embroker

On request
  • Professional$undefined/month
    • Benefits management
    • Policy administration
    • Employee portal

Novidea

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

Which should you pick?

Choose Embroker if

  • You need benefits management.
  • You work on Web, Ios, Android.
  • You also want policy administration.
Embroker 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 Embroker or Novidea better?
Neither clearly leads. Embroker 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, Embroker or Novidea?
Embroker starts at On request and Novidea at On request.
Does Embroker or Novidea run on more platforms?
Embroker runs on Web, Ios, Android. Novidea runs on Web, iOS, Android, API.
What is Embroker best used for?
Embroker is most often used for employee benefits management. Of those, employee benefits management is not what Novidea is typically brought in for.
What can Embroker do that Novidea cannot?
Embroker covers Benefits management, Policy administration, Employee portal, Analytics and 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

Embroker: How much does Embroker insurance cost?

Embroker does not publish pricing. The vendor emphasizes 'custom quotes in minutes' and positions themselves as offering 'transparent solutions.' Customers must click 'Get a Quote' to access the application portal. Services and pricing vary by state and are subject to application and underwriting requirements.

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.

Embroker: How can you request a quote from Embroker?

Click the 'Get a Quote' button to access their application portal, or contact Embroker at 1.844.436.2765 (Mon-Fri) or use their contact form.

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.

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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