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Insurance · head to head

Novidea vs SailPoint

Novidea logo

Novidea

Insurance

Broker and MGA management platform built natively on Salesforce

From
On request
Rated
-
Full reviewWebsite
SailPoint logo

SailPoint

Insurance

Identity governance for insurance operations

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.; SailPoint no published pricing available, custom quotes required for all customers
  • They diverge on capability: Novidea covers Native Salesforce architecture, SailPoint covers Identity governance.
  • Prices and features above were last checked on 31 August 2026.

Where they differ

Only the attributes on which Novidea and SailPoint actually diverge.

Attributes where Novidea and SailPoint differ
AttributeNovideaSailPoint
Pricing modelquotesubscription
PlatformsWeb, iOS, Android, APIWeb, On-premise
FoundedUnknown2005

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 Novidea

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

Only in SailPoint

  • Identity governance
  • Access management
  • Compliance automation
  • Risk analytics
  • Reporting
  • Audit trails
  • API access
  • Integration support

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

SailPoint

  • Access controlnot Novidea
  • Compliance managementnot 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.

SailPoint

  • No published pricing available, custom quotes required for all customers
  • All pricing inquiries require booking a demo or contacting sales

Pricing, plan by plan

Novidea

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

SailPoint

On request
  • Enterprise$undefined/month
    • Identity governance
    • Access management
    • Compliance monitoring

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 SailPoint if

  • You need identity governance.
  • You work on Web, On-premise.
  • You also want access management.
SailPoint review

Questions people ask

Is Novidea or SailPoint better?
Neither clearly leads. Novidea starts at On request and SailPoint at On request, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Novidea or SailPoint?
Novidea starts at On request and SailPoint at On request.
Does Novidea or SailPoint run on more platforms?
Novidea runs on Web, iOS, Android, API. SailPoint runs on Web, On-premise.
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 SailPoint is typically brought in for.
What can Novidea do that SailPoint cannot?
Novidea covers Native Salesforce architecture, Placement and submission tracking, Multi-currency and multi-entity, Commission and revenue management. SailPoint covers Identity governance, Access management, Compliance automation, Risk analytics.

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.

SailPoint: How much does SailPoint cost?

SailPoint does not publish pricing online. The company uses a custom quote model where potential customers must book a demo or contact sales to discuss pricing based on their specific enterprise requirements and scale.

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.

SailPoint: How does SailPoint pricing work?

SailPoint pricing is customized for each customer based on their specific needs, user count, and enterprise requirements. Book a demo with their sales team to receive a pricing quote.

Source
Novidea: What does it replace?

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

SailPoint: Does SailPoint offer a free trial?

No free trial is mentioned on SailPoint's website. Customers must book a demo with the sales team to evaluate the platform and discuss pricing.

Source
SailPoint: What factors affect SailPoint pricing?

SailPoint pricing varies based on customer scale, specific identity management needs, integration requirements, and enterprise deployment options. Contact the sales team for a customized quote.

Source
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