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Insurance · head to head

Novidea vs Shift Technology

Novidea logo

Novidea

Insurance

Broker and MGA management platform built natively on Salesforce

From
On request
Rated
-
Full reviewWebsite
Shift Technology logo

Shift Technology

Insurance

AI-native fraud detection for insurance

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.; Shift Technology pricing not published on vendor website, requires demo request and quotation
  • They diverge on capability: Novidea covers Native Salesforce architecture, Shift Technology covers Fraud detection.
  • Prices and features above were last checked on 31 August 2026.

Where they differ

Only the attributes on which Novidea and Shift Technology actually diverge.

Attributes where Novidea and Shift Technology differ
AttributeNovideaShift Technology
Pricing modelquotesubscription
PlatformsWeb, iOS, Android, APIWeb, Api
FoundedUnknown2014

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 Shift Technology

  • Fraud detection
  • Claims automation
  • Document intelligence
  • Network analysis
  • Real-time scoring
  • Investigation workbench
  • Predictive analytics
  • Machine learning models

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

Shift Technology

  • Fraud detectionnot Novidea
  • Claims automationnot Novidea
  • SIU operationsnot Novidea
  • Subrogationnot Novidea
  • Underwriting risknot 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.

Shift Technology

  • Pricing not published on vendor website, requires demo request and quotation
  • No self-service onboarding; dedicated sales consultation mandatory
  • Solution requires on-premises deployment or custom SaaS configuration

Pricing, plan by plan

Novidea

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

Shift Technology

On request
  • Fraud Detection$undefined/year
    • Claims fraud detection
    • Network analysis
    • Real-time scoring
  • Claims Automation$undefined/year
    • Document analysis
    • Automated extraction
    • Workflow automation
  • Enterprise Suite$undefined/year
    • All modules
    • Custom models
    • Global deployment

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 Shift Technology if

  • You need fraud detection.
  • You work on Web, Api.
  • You also want claims automation.
Shift Technology review

Questions people ask

Is Novidea or Shift Technology better?
Neither clearly leads. Novidea starts at On request and Shift Technology at On request, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Novidea or Shift Technology?
Novidea starts at On request and Shift Technology at On request.
Does Novidea or Shift Technology run on more platforms?
Novidea runs on Web, iOS, Android, API. Shift Technology runs on Web, Api.
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 Shift Technology is typically brought in for.
What can Novidea do that Shift Technology cannot?
Novidea covers Native Salesforce architecture, Placement and submission tracking, Multi-currency and multi-entity, Commission and revenue management. Shift Technology covers Fraud detection, Claims automation, Document intelligence, Network analysis.

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.

Shift Technology: How much does Shift Technology cost?

Shift Technology does not publish pricing on its website. The vendor requires a demo request and direct sales contact for custom quotations tailored to deployment scope and use cases. Pricing is quote-based and depends on specific implementation needs.

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.

Shift Technology: What is Shift Technology's licensing model?

Shift Technology operates on a custom licensing model rather than standardized tiers. Pricing and licensing are determined through consultation with the vendor based on the number of users, data volume, and specific insurance processes being automated.

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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