THE ONLY INSURANCE AMS BUILT FOR THE FUTURE OF INSURANCE

Novidea has reinvented agency management to help you grow and future proof your business. Built on Salesforce, Novidea’s Insurance Agency Management System (AMS) is the most intelligent cloud-native, data-driven platform for agencies, wholesalers, and MGAs.

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TRANSFORM YOUR AGENCY AND SAY GOODBYE TO YOUR LEGACY SYSTEM

Legacy insurance Agency Management Systems might help you give quotes and process claims, but to compete in today’s insurance landscape, you’re going to need something smarter. All in a single platform, Novidea gives you automated, cloud-based tools to manage every aspect of your business and real-time analytics to make smart decisions. With open APIs and a low code/no code environment, you have control of building out the insurance ecosystem you desire. Your team can have access to data anytime, anywhere, on any device.

TAKE ADVANTAGE OF SALESFORCE’S BIG TECHNOLOGY

Because Novidea is built to leverage Salesforce’s Big Technology, you’ll always be up to date with the latest, greatest, and most powerful management software. If you are, in fact, a Salesforce house, Novidea seamlessly integrates with that infrastructure to deliver a solution that is low cost, high powered, and universally flexible. The low-code, drag-and-drop functionality empowers you to integrate any number of apps to suit your business now, and as you open new lines of business in years to come.

NOVIDEA PLAYS A PART IN EVERY PART

Novidea drives efficiency across every stage of the policy lifecycle – from lead to quote to bind to claims. This empowers you to manage and grow your business with a comprehensive 360 degree view of all your data. Novidea is the only insurance management platform on the market which seamlessly connects your front, middle, and back offices.

Front Office

Novidea provides customer-facing capabilities built especially for your insurance business, customizable to fit your workflow.

Middle Office

Take leads to quote, with everything from supplemental forms to cross selling and upselling—all run on the cloud.

Back Office

Go from quote to bind. As you manage policies, accounting, claims, and more with our smart AMS, you’ll also be accumulating data that will help optimize your business.

FRONT OFFICE

Customer-Facing Capabilities

  • Activity Management
  • Task Management
  • Email Management
  • Automated Insurance Marketing
  • Campaigns & Lead Management

MIDDLE OFFICE

Lead To Quote

  • Submission ACORD
  • Supplemental Forms
  • Carrier Submission
  • Actionable Intelligence for Cross-Sell/Upsell

BACK OFFICE

Policy Management
& Business Optimization

  • Quote to Bind
  • Policy Management
  • Accounting
  • Claims
  • Agency Management
Data Analytics
360˚ View of Your Insurance Portfolio
  • In-built reporting tool
  • Drill-down dashboards
  • Automated customer intelligence insights

OPTIMIZE OPERATION EFFICIENCY WITH AUTOMATION

Novidea uses Salesforce’s workflow tools to automate time-consuming tasks, benchmark progress and move business more efficiently across the entire insurance lifecycle. Leverage automation and process workflows for referrals, peer reviews and approval of authority limits, bringing enhanced value to every phase of your funnel and policy journey.

Task management is easy and configurable to suit your needs and your team. And time management tools automatically capture hours spent on each customer, allowing you to quickly and easily determine where you should focus your resources, prioritizing the most viable and valuable business opportunities.

ALWAYS CONNECTED – WHEREVER YOU ARE

With a fully cloud-based insurance software platform, your teams can securely access all the information they need anytime and anywhere on any device. This includes customer data, contacts, files, analytics tools and more. This keeps you agile and connected at all times, leading better-informed decisions while closing deals.

USE 110% OF YOUR DATA TO EMPOWER YOUR TEAM

By bringing your customer data out of silos and into one place, Novidea makes it easy to extract data-driven insights that empower your team. Integrated analytical tools enable you to leverage key information to create cross-selling opportunities that feed your new business pipeline and generate increased returns.

A TRULY OPEN API FRAMEWORK SAVES TIME AND MONEY

Novidea’s open API architecture allows you to tailor your business to be more customer-focused and adaptable to market conditions. Add additional functionality, capabilities, and services as your business grows, resulting in improved business processes, less rekeying of data, better data accuracy and more control of what you share and when – all with zero hassle and no integration cost.

KEEP YOUR DATA SAFE

Built using Salesforce’s Big Technology, Novidea protects your data with one of the best security systems on the planet. Your business will benefit from comprehensive global compliance and security measures, including for SOC2, with sophisticated data breach protection via two-factor authentications and inactivity time-outs.

OVER-DELIVER WITHOUT THE OVERHEADS

Novidea’s cloud-based technology frees you from IT overheads, such as on-site hardware, maintenance costs, and support staff. What’s more, you automatically benefit from any platform updates. The result is a platform that evolves to keep you at the forefront of insurance tech with no hassle and 99.9% uptime, so you can focus on supporting your customers and driving growth.

THE POWER OF DEVELOPERS WITHOUT DEVELOPERS

Novidea enables you build out the insurance ecosystem you desire without an in-house team to develop from scratch. Saving time, money and aggravation, the low-code, drag-and-drop functionality empowers you to create advanced functions like rules, automations, “if-then” scenarios, customization of dashboards, page layouts, adding fields, and much more—all without ever needing to code.