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Insurance · head to head

Novidea vs Openly

Novidea logo

Novidea

Insurance

Broker and MGA management platform built natively on Salesforce

From
On request
Rated
-
Full reviewWebsite
Openly logo

Openly

Insurance

Customizable homeowners insurance sold only through independent agents

From
On request
Rated
-
Full reviewWebsite

The short version

  • Each has a real cost: 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.; Openly available in only 24 states as of August 2026, with Nevada still listed as coming soon
  • Prices and features above were last checked on 31 August 2026.

Where they differ

Only the attributes on which Novidea and Openly actually diverge.

Attributes where Novidea and Openly differ
AttributeNovideaOpenly
PlatformsWeb, iOS, Android, APIWeb

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 Novidea

  • Native Salesforce architecture
  • Placement and submission tracking
  • Multi-currency and multi-entity
  • Commission and revenue management
  • Analytics
  • Client and broker portals

Only in Openly

Nothing recorded that Novidea does not also cover.

What people use each for

The jobs each tool is most often brought in to do.

Novidea

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

Openly

  • Getting home insurance quotes with guaranteed replacement cost coveragenot Novidea
  • Customizing homeowners insurance policies with specific coverage limitsnot Novidea
  • Filing and managing property damage claims through digital workflowsnot Novidea
  • Accessing insurance coverage across multiple US states through independent agentsnot Novidea

Where each one falls short

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

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.

Openly

  • Available in only 24 states as of August 2026, with Nevada still listed as coming soon
  • Policies are not sold directly to consumers; coverage must be obtained through an independent agent, as of August 2026

Pricing, plan by plan

Novidea

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

Openly

On request

No published plan breakdown. See the Openly review.

Which should you pick?

Choose Novidea if

  • You need native salesforce architecture.
  • You work on Web, iOS, Android, API.
  • You also want placement and submission tracking.
Novidea review

Choose Openly if

Nothing in the data separates Openly from Novidea on the points above - pick on price and on how each one feels to use.

Openly review

Questions people ask

Is Novidea or Openly better?
Neither clearly leads. Novidea starts at On request and Openly at On request, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Novidea or Openly?
Novidea starts at On request and Openly at On request.
Does Novidea or Openly run on more platforms?
Novidea runs on Web, iOS, Android, API. Openly runs on Web.
What is Novidea best used for?
Novidea is most often used for an international broker consolidating offices that each run a different local agency system, a speciality wholesaler placing non-admitted and lloyd's business that national agency systems handle poorly, an mga that needs binder, bordereaux and commission tracking in the same place as the client record, a broker group that already standardised on salesforce and does not want a second client database. Of those, an international broker consolidating offices that each run a different local agency system and a speciality wholesaler placing non-admitted and lloyd's business that national agency systems handle poorly are not what Openly is typically brought in for.
What can Novidea do that Openly cannot?
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.

Openly: How much does Openly cost?

Openly does not publish pricing on its website. The company operates through independent agency partners who provide customized quotes. To obtain coverage pricing, customers must contact a local independent agent or request a quote through mylifeprotected.com/openly.

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.

Openly: What is Openly's pricing model?

Openly uses a partnership model rather than direct sales. Insurance policies are sold through independent agency partners, with pricing determined on a case-by-case basis through customized quotes.

Source
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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