Novideavs
Applied Epic
Applied Epic: Deeper United States carrier connectivity and download, which is the reason most American agencies cannot leave it
Novidea
Broker and MGA management platform built natively on Salesforce
As of 31 August 2026, Novidea's pricing is not published; the vendor quotes on request. An insurance distribution platform for brokers, MGAs and wholesalers that runs entirely on Salesforce. Softwr lists it under Insurance. Novidea is available on Web, iOS, Android, API.
Overview
What Novidea does
Novidea is a management system for insurance distributors: retail brokers, wholesale brokers, managing general agents and coverholders. It handles the client and risk record, submissions and placement, policy and endorsement administration, commission and revenue tracking, credit control and management reporting. It is used for commercial and speciality business, including Lloyd's market placements, and is sold internationally rather than into a single national market. Its defining characteristic is architectural. Novidea is built as a native Salesforce application rather than a standalone system with a Salesforce connector, so the client record, the reporting layer, the workflow engine and the permission model are the Salesforce ones. For a broker that already runs Salesforce this removes an entire integration and gives the executive team a single reporting surface across pipeline and in-force book. The cost side is the part vendors gloss over: you licence Salesforce seats separately from Novidea seats, and for a broker with a hundred users that second line item is material and recurring. Model it before comparing headline prices with a standalone system. Buyers are typically international or speciality brokers who found that national agency management systems do not handle multi-currency, multi-entity or non-admitted placements well, and who want analytics over the book rather than a policy filing cabinet. The trade-off against an incumbent agency system in the United States is carrier connectivity: Novidea is not built around American personal lines carrier download, so an agency whose economics depend on automated download from dozens of carriers is looking at the wrong product.
What people use it 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
Related searches
The honest half
Where it falls short
Concrete and checkable, so you can decide whether any of them matter to you. This is the half of a review a vendor will not write about 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.
Cross-shopped
What people choose instead of Novidea
Each pairing was judged by two reviewers asking whether a buyer would genuinely weigh the two against each other. The ones that failed were deleted rather than published.
- NovideavsVertafore AMS360
Vertafore AMS360: Established agency management with strong American carrier download and a large user base
- NovideavsAgencyBloc
AgencyBloc: Better fit for benefits and life agencies with simpler commercial requirements
Pricing
What Novidea costs
Taken from the vendor's own pricing page. Prices move, so check before you buy.
Novidea Platform
On request
- Broker management on Salesforce
- Placement and revenue tracking
- Analytics dashboards
- Salesforce licences purchased separately
Capabilities
Features
Native Salesforce architecture
Client, policy and revenue records live as Salesforce objects with standard reporting and automation
Placement and submission tracking
Market submissions, quotes and binder status managed through the pipeline
Multi-currency and multi-entity
Books written across territories, currencies and legal entities in one instance
Commission and revenue management
Brokerage, fees, instalments and receivables tracked against each placement
Analytics
Dashboards over pipeline, retention, revenue and carrier concentration
Client and broker portals
Self-service access to documents and policy data built on the same platform
Answered, with sources
Questions people ask
Each answer names the page it came from, so you can check it rather than take our word for it.
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.
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.
What does it replace?
The broker management system and usually a separate CRM, plus the spreadsheets used for commission and receivables tracking.
Keep looking
Where to go from Novidea
- Novidea alternativesEvery product people weigh against it
- Novidea pricingPlans, floors and what the tiers exclude
- Novidea badgesWhich rules it meets, and the figure behind each
- All Insurance softwareThe full category
- Best Insurance softwareThe shortlist, and how it was cut
Best Insurance software for
Compare Novidea with
- Applied Epic
- Vertafore AMS360
- AgencyBloc
- Bolt Solutions
- Five Sigma
- INSTANDA
- Verisk
- Origami Risk
- Better Agency
- Bold Penguin
- InsurancePro
- Pie Insurance
- PolicyGenius
- Policyholders
- Root Insurance
- Semsee
- Indio
- QQCatalyst
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Softwr does not host reviews and shows no star rating for Novidea, because a rating we did not collect is not ours to publish. What is here is the pricing and platform detail from the vendor’s own pages, limitations we could state concretely, and alternatives a reviewer confirmed people weigh against it. Tell us if any of it is wrong.
More on Novidea
Novidea alternatives
What people switch to, and what they give up
Novidea pricing
Every tier, and where the cost actually lands
Compare Novidea
Put it head to head with anything we hold
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