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Insurance · head to head

InsuredMine vs Novidea

InsuredMine logo

InsuredMine

Insurance

Sales pipeline and client engagement layer that sits on top of an 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

  • Each has a real cost: InsuredMine integration depth varies by agency management system, so capability demonstrated on one platform may not exist on yours and must be tested against live data before purchase.; 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: InsuredMine covers Agency management system sync, Novidea covers Native Salesforce architecture.
  • Prices and features above were last checked on 31 August 2026.

Where they differ

Only the attributes on which InsuredMine and Novidea actually diverge.

Attributes where InsuredMine and Novidea differ
AttributeInsuredMineNovidea
PlatformsWeb, 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 InsuredMine

  • Agency management system sync
  • Sales pipelines
  • Automated campaigns
  • Client portal and mobile app
  • Renewal and X-date tracking
  • Producer analytics

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.

InsuredMine

  • An agency tracking new business pipeline and cross-sell that the agency management system does not report onnot Novidea
  • A commercial agency managing prospect expiry dates alongside the in-force booknot Novidea
  • An agency running renewal and birthday campaigns without exporting lists to a separate email toolnot Novidea
  • A principal who wants producer activity reporting the agency management system cannot producenot Novidea

Novidea

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

Where each one falls short

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

InsuredMine

  • Integration depth varies by agency management system, so capability demonstrated on one platform may not exist on yours and must be tested against live data before purchase.
  • It adds a second place where client data lives, and when the sync disagrees with the agency management system staff have to know which one to trust.
  • It cannot repair poor data hygiene in the underlying system; duplicate clients and missing expiry dates simply propagate into the pipeline.
  • Pricing is per user, so agencies with many part-time or service-only staff pay for seats that generate no pipeline activity.
  • It depends on continued integration access to systems built by Applied and Vertafore, both of whom sell competing sales and marketing modules, which is a strategic dependency outside the vendor control.

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

InsuredMine

On request
  • InsuredMine$undefined/year
    • Pipeline and CRM
    • Agency management system integration
    • Campaign automation

Novidea

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

Which should you pick?

Choose InsuredMine if

  • You need agency management system sync.
  • You work on Web, iOS, Android.
  • You also want sales pipelines.
InsuredMine 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 InsuredMine or Novidea better?
Neither clearly leads. InsuredMine 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, InsuredMine or Novidea?
InsuredMine starts at On request and Novidea at On request.
Does InsuredMine or Novidea run on more platforms?
InsuredMine runs on Web, iOS, Android. Novidea runs on Web, iOS, Android, API.
What is InsuredMine best used for?
InsuredMine is most often used for an agency tracking new business pipeline and cross-sell that the agency management system does not report on, a commercial agency managing prospect expiry dates alongside the in-force book, an agency running renewal and birthday campaigns without exporting lists to a separate email tool, a principal who wants producer activity reporting the agency management system cannot produce. Of those, an agency tracking new business pipeline and cross-sell that the agency management system does not report on and a commercial agency managing prospect expiry dates alongside the in-force book are not what Novidea is typically brought in for.
What can InsuredMine do that Novidea cannot?
InsuredMine covers Agency management system sync, Sales pipelines, Automated campaigns, Client portal and mobile app. Novidea covers Native Salesforce architecture, Placement and submission tracking, Multi-currency and multi-entity, Commission and revenue management.

Answered from the vendors’ own pages

InsuredMine: Does it replace our agency management system?

No, and it does not try to. Policy history and carrier download stay in the agency management system; InsuredMine adds the sales and engagement layer on top.

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.

InsuredMine: Which agency management systems does it work with best?

It connects to Applied Epic, AMS360, EZLynx and HawkSoft, but the depth of each connection differs. Insist on a trial against your own system before committing.

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.

InsuredMine: Is it worth it for a small agency?

If pipeline and renewal follow-up currently live in spreadsheets, usually yes. If your agency management system already reports adequately on those, the overlap is larger than the gain.

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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