Softwr

Insurance · head to head

Novidea vs Vertafore AMS360

Novidea logo

Novidea

Insurance

Broker and MGA management platform built natively on Salesforce

From
On request
Rated
-
Full reviewWebsite
Vertafore AMS360 logo

Vertafore AMS360

Insurance

Modern agency management for growing agencies

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.; Vertafore AMS360 no pricing is published, and the product page states no rate, tier or cost driver
  • They diverge on capability: Novidea covers Native Salesforce architecture, Vertafore AMS360 covers Policy management.
  • Prices and features above were last checked on 31 August 2026.

Where they differ

Only the attributes on which Novidea and Vertafore AMS360 actually diverge.

Attributes where Novidea and Vertafore AMS360 differ
AttributeNovideaVertafore AMS360
Pricing modelquotesubscription
PlatformsWeb, iOS, Android, APIWeb, Windows, Ios, Android
FoundedUnknown1969

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 Vertafore AMS360

  • Policy management
  • Integrated accounting
  • Real-time carrier downloads
  • Document management
  • Workflow automation
  • Business intelligence
  • Commission management
  • Client portal

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 Vertafore AMS360
  • A speciality wholesaler placing non-admitted and Lloyd's business that national agency systems handle poorlynot Vertafore AMS360
  • An MGA that needs binder, bordereaux and commission tracking in the same place as the client recordnot Vertafore AMS360
  • A broker group that already standardised on Salesforce and does not want a second client databasenot Vertafore AMS360

Vertafore AMS360

  • Agency management for insurance brokers, covering policies and clientsnot Novidea
  • Tracking commissions, renewals and accounting for an insurance agencynot 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.

Vertafore AMS360

  • No pricing is published, and the product page states no rate, tier or cost driver
  • The only route to a figure is a phone call or contact form

Pricing, plan by plan

Novidea

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

Vertafore AMS360

On request
  • AMS360$undefined/month
    • Policy management
    • Integrated accounting
    • Real-time downloads
  • AMS360 Plus$undefined/month
    • All AMS360 features
    • Advanced analytics
    • API access

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 Vertafore AMS360 if

  • You need policy management.
  • You work on Web, Windows, Ios, Android.
  • You also want integrated accounting.
Vertafore AMS360 review

Questions people ask

Is Novidea or Vertafore AMS360 better?
Neither clearly leads. Novidea starts at On request and Vertafore AMS360 at On request, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Novidea or Vertafore AMS360?
Novidea starts at On request and Vertafore AMS360 at On request.
Does Novidea or Vertafore AMS360 run on more platforms?
Novidea runs on Web, iOS, Android, API. Vertafore AMS360 runs on Web, Windows, 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 Vertafore AMS360 is typically brought in for.
What can Novidea do that Vertafore AMS360 cannot?
Novidea covers Native Salesforce architecture, Placement and submission tracking, Multi-currency and multi-entity, Commission and revenue management. Vertafore AMS360 covers Policy management, Integrated accounting, Real-time carrier downloads, Document 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.

Vertafore AMS360: How much does AMS360 cost?

AMS360 pricing is not published online. To obtain pricing information, contact Vertafore directly at 1-800-444-4813 or use the Request Info form on their website.

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.

Vertafore AMS360: What results can agencies expect from AMS360?

According to Vertafore, agencies using AMS360 have seen up to 26% revenue growth without adding employees.

Source
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 Vertafore AMS360

Keep looking

Other head to heads