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Insurance · head to head

InsurancePro vs Novidea

I

InsurancePro

Insurance

Agency management system for small US personal lines insurance agencies, now sold by Zywave

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: InsurancePro commercial lines handling is thin next to Applied Epic or AMS360, so an agency that grows into mid-market commercial accounts will usually have to migrate rather than upgrade, and agency management migrations routinely take six months and lose historic activity notes.; 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: InsurancePro covers Policy and client records, Novidea covers Native Salesforce architecture.
  • Prices and features above were last checked on 1 September 2026.

Where they differ

Only the attributes on which InsurancePro and Novidea actually diverge.

Attributes where InsurancePro and Novidea differ
AttributeInsuranceProNovidea
PlatformsWeb, Windows, iOS, AndroidWeb, iOS, Android, API

Identical on both: starting price (On request), pricing model (quote), 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 InsurancePro

  • Policy and client records
  • TurboRater integration
  • Commission tracking
  • ACORD forms and certificates
  • Automated task lists
  • Document storage
  • Reporting
  • Download processing

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.

InsurancePro

  • A five person personal lines agency already running TurboRater that wants a management system from the same vendor so quotes flow through without rekeyingnot Novidea
  • An agency leaving paper files and spreadsheets that needs ACORD forms and carrier download without an enterprise implementation projectnot Novidea
  • A start-up agency that cannot justify Applied Epic pricing but needs commission reconciliation from day onenot Novidea
  • An agency owner who wants one supplier relationship covering rating, management and forms rather than stitching three vendors togethernot Novidea

Novidea

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

Where each one falls short

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

InsurancePro

  • Commercial lines handling is thin next to Applied Epic or AMS360, so an agency that grows into mid-market commercial accounts will usually have to migrate rather than upgrade, and agency management migrations routinely take six months and lose historic activity notes.
  • TurboRater is a separate purchase, so the integration that is the main reason to buy InsurancePro is only available if you pay for both products, which changes the total cost comparison against systems that include no rater at all.
  • Pricing is not published anywhere, so agencies cannot benchmark before entering a sales conversation and the quote varies with agency size and negotiation.
  • Since the Zywave acquisition the product sits inside a portfolio whose strategic focus is benefits and commercial content, which raises a real question about how much engineering investment a small personal lines AMS will attract over the next few years.
  • Carrier download coverage depends on IVANS connections that the agency must arrange with each carrier, so a new agency can spend weeks chasing download authorisations before the automation the system promises actually works.

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

InsurancePro

On request
  • InsurancePro$undefined/year
    • Agency management system
    • TurboRater integration sold separately
    • Carrier download

Novidea

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

Which should you pick?

Choose InsurancePro if

  • You need policy and client records.
  • You work on Web, Windows, iOS, Android.
  • You also want turborater integration.
InsurancePro 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 InsurancePro or Novidea better?
Neither clearly leads. InsurancePro 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, InsurancePro or Novidea?
InsurancePro starts at On request and Novidea at On request.
Does InsurancePro or Novidea run on more platforms?
InsurancePro runs on Web, Windows, iOS, Android. Novidea runs on Web, iOS, Android, API.
What is InsurancePro best used for?
InsurancePro is most often used for a five person personal lines agency already running turborater that wants a management system from the same vendor so quotes flow through without rekeying, an agency leaving paper files and spreadsheets that needs acord forms and carrier download without an enterprise implementation project, a start-up agency that cannot justify applied epic pricing but needs commission reconciliation from day one, an agency owner who wants one supplier relationship covering rating, management and forms rather than stitching three vendors together. Of those, a five person personal lines agency already running turborater that wants a management system from the same vendor so quotes flow through without rekeying and an agency leaving paper files and spreadsheets that needs acord forms and carrier download without an enterprise implementation project are not what Novidea is typically brought in for.
What can InsurancePro do that Novidea cannot?
InsurancePro covers Policy and client records, TurboRater integration, Commission tracking, ACORD forms and certificates. Novidea covers Native Salesforce architecture, Placement and submission tracking, Multi-currency and multi-entity, Commission and revenue management.

Answered from the vendors’ own pages

InsurancePro: Is InsurancePro still sold under its own name?

Yes. It is now a Zywave product, sold on the TurboRater site as InsurancePro, but it retains its own name and its own product page.

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.

InsurancePro: Do I need TurboRater to use InsurancePro?

No, but without it you lose the quote-to-management data flow that is the main commercial argument for choosing this system over a rival.

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.

InsurancePro: Can it handle commercial lines?

It can record commercial policies and produce commercial ACORD forms, but agencies writing substantial commercial books generally find the workflow and reporting insufficient.

Novidea: What does it replace?

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

InsurancePro: What does it cost?

Zywave does not publish pricing. Expect a quote based on agency headcount and modules, with rating licensed separately.

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