Softwr

Insurance · head to head

Novidea vs Salesforce Service Cloud

Novidea logo

Novidea

Insurance

Broker and MGA management platform built natively on Salesforce

From
On request
Rated
-
Full reviewWebsite
Salesforce Service Cloud logo

Salesforce Service Cloud

Customer Support

Customer service software that powers loyalty

From
$25/month
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.; Salesforce Service Cloud the vendor's own pricing page as captured by the Internet Archive on 29 December 2021 listed four Service Cloud tiers billed annually per user per month in USD: $25, $75, $150 (Enterprise, marked most popular), and $300; add-ons such as Omni-Channel Supervisor cost an additional $75 per user per month and Google Apps/Outlook integration an additional $25 per user per month on lower tiers
  • They diverge on capability: Novidea covers Native Salesforce architecture, Salesforce Service Cloud covers Case management.
  • Prices and features above were last checked on 31 August 2026.

Where they differ

Only the attributes on which Novidea and Salesforce Service Cloud actually diverge.

Attributes where Novidea and Salesforce Service Cloud differ
AttributeNovideaSalesforce Service Cloud
Starting priceOn request$25/month
Pricing modelquotesubscription
PlatformsWeb, iOS, Android, APIWeb, Ios, Android
CategoryInsuranceCustomer Support
FoundedUnknown1999

Identical on both: free tier (No), user rating (Not yet rated).

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
  • Client and broker portals

Only in Salesforce Service Cloud

  • Case management
  • Omnichannel routing
  • AI-powered bots
  • Field service
  • Self-service
  • Salesforce CRM
  • Slack
  • MuleSoft

Both cover

  • Analytics

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

Salesforce Service Cloud

  • Enterprise customer servicenot Novidea
  • Field servicenot Novidea
  • Self-service portalsnot Novidea
  • AI-powered supportnot 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.

Salesforce Service Cloud

  • The vendor's own pricing page as captured by the Internet Archive on 29 December 2021 listed four Service Cloud tiers billed annually per user per month in USD: $25, $75, $150 (Enterprise, marked most popular), and $300; add-ons such as Omni-Channel Supervisor cost an additional $75 per user per month and Google Apps/Outlook integration an additional $25 per user per month on lower tiers

Pricing, plan by plan

Novidea

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

Salesforce Service Cloud

$25/month
  • Essentials$25/month
    • Case management
    • Knowledge base
    • Web & email support
  • Professional$80/month
    • CTI
    • Omni-channel routing
    • Custom reports
  • Enterprise$165/month
    • Web API
    • Einstein AI
    • Workflow automation
  • Unlimited$330/month
    • 24/7 support
    • Configuration services
    • Premier success

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 Salesforce Service Cloud if

  • You need case management.
  • You work on Web, Ios, Android.
  • You also want omnichannel routing.
Salesforce Service Cloud review

Questions people ask

Is Novidea or Salesforce Service Cloud better?
Neither clearly leads. Novidea starts at On request and Salesforce Service Cloud at $25/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Novidea or Salesforce Service Cloud?
Novidea starts at On request and Salesforce Service Cloud at $25/month.
Does Novidea or Salesforce Service Cloud run on more platforms?
Novidea runs on Web, iOS, Android, API. Salesforce Service Cloud runs on Web, Ios, Android.
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 Salesforce Service Cloud is typically brought in for.
What can Novidea do that Salesforce Service Cloud cannot?
Novidea covers Native Salesforce architecture, Placement and submission tracking, Multi-currency and multi-entity, Commission and revenue management. Salesforce Service Cloud covers Case management, Omnichannel routing, AI-powered bots, Field service. Both handle 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.

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.

Share

Related pages

More on Novidea

More on Salesforce Service Cloud

Keep looking

Other head to heads