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Insurance · head to head

HawkSoft vs Novidea

HawkSoft logo

HawkSoft

Insurance

Agency management made simple

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: HawkSoft no pricing published on website; customers must contact sales; 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: HawkSoft 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 HawkSoft and Novidea actually diverge.

Attributes where HawkSoft and Novidea differ
AttributeHawkSoftNovidea
Starting price$199/monthOn request
Pricing modelsubscriptionquote
PlatformsWindows, WebWeb, iOS, Android, API
Founded1995Unknown

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 HawkSoft

  • Policy management
  • Client database
  • Document management
  • Integrated accounting
  • Commission tracking
  • Email integration
  • Task management
  • Reporting

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.

HawkSoft

  • Agency managementnot Novidea
  • Policy servicingnot Novidea
  • Client managementnot Novidea
  • Accountingnot Novidea
  • Commission trackingnot Novidea

Novidea

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

Where each one falls short

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

HawkSoft

  • No pricing published on website; customers must contact sales

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

HawkSoft

$199/month
  • HawkSoft CMS$199/month
    • Policy management
    • Client management
    • Document storage
  • HawkSoft Plus$349/month
    • All CMS features
    • Integrated accounting
    • Commission tracking

Novidea

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

Which should you pick?

Choose HawkSoft if

  • You need policy management.
  • You work on Windows, Web.
  • You also want client database.
HawkSoft 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 HawkSoft or Novidea better?
Neither clearly leads. HawkSoft 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, HawkSoft or Novidea?
HawkSoft starts at $199/month and Novidea at On request.
Does HawkSoft or Novidea run on more platforms?
HawkSoft runs on Windows, Web. Novidea runs on Web, iOS, Android, API.
What is HawkSoft best used for?
HawkSoft is most often used for agency management, policy servicing, client management, accounting. Of those, agency management and policy servicing are not what Novidea is typically brought in for.
What can HawkSoft do that Novidea cannot?
HawkSoft covers Policy management, Client database, Document management, Integrated accounting. Novidea covers Native Salesforce architecture, Placement and submission tracking, Multi-currency and multi-entity, Commission and revenue management.

Answered from the vendors’ own pages

HawkSoft: How much does HawkSoft cost?

HawkSoft does not publish pricing on its website. Prospective customers must contact the sales team at (866) 884-4680 (Option 4) or [email protected] to obtain a quote.

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.

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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