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Agency in a box

IT CAN DO EVERYTHING EXCEPT
TAKE OUT THE GARBAGE, FOR NOW.

agency-in-a-box

Other AMS can help you give quotes and process claims, but you need more to run a competitive insurance business in today’s landscape. Only the Novidea SMART AMS gives you automated, cloud-based tools for every aspect of your agency, from marketing to accounting. It’s all in one place, and all curated specifically for insurance agencies. The Novidea Smart AMS is insurtech that supports your entire business.

 

Our SMART AMS is all of these, in one easy-to-use system.

Artificial Intelligence SMS Engine

CONNECT
INSTANTLY

Communicate with your customers instantaneously with in-platform texting from Mogli. Directly from the platform, you can text personal messages, AI-driven surveys, time-to-renew auto chats and much more.

Customer Portal

Stay open
24/7

Customers today expect instant gratification and with Novidea, they get it. Your branded customer portal lets customers easily pay bills, check coverage, and get their questions answered any time, from any device. From payment histories to info about travel insurance, customers know your doors are always open.

Analytics and Reporting

Unlock
your data

Analytical power is limitless with Novidea. Every member of your agency can access data, extract AI-driven insights, create reports and uncover new opportunities. From retention rates to income predictions to sales-by-producer, answers are at your fingertips on any device.

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E-Payments

Get paid
faster

Integrated e-payments from ePayPolicy let you instantly create and send invoices and make it simple for customers to pay immediately online via credit or debit card.

Novidea CRM

NURTURE EVERY
RELATIONSHIP

Novidea’s Salesforce-based CRM capabilities give everyone at your business a single view to manage the entire customer relationship. Every email, every phone call, every payment, renewal, up-sell opportunity or task, Novidea ensures everyone is working in harmony to grow and retain business.

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Digital Marketing

MARKET
LIKE A PRO

Launch social campaigns, nurture prospects via email, keep your blog fresh with content, and create an interactive website in minutes. With Novidea, all the automated marketing power of Hubspot is built right into your Smart AMS.

E-Signatures

GET IT SIGNED,
KEEP IT SAFE

Built-in e-signature capabilities take client convenience right to the dotted line. In one click, you can send any document for signature, then store it securely and retrieve it as needed.

Rating Engine

QUOTES IN
SECONDS

Save tons of time by automating the quoting process while providing your clients with insurance quotes from multiple companies within seconds.

Email Integration & Document Management

DOCUMENTS AT
YOUR FINGERTIPS

All your documents are in one place, accessible to anyone. At any time. From any device.

Integrated Accounting

ACCOUNTING NOW
ACCOUNTED FOR

CRM, Insurance Accounting and Agency Management working hand in hand in hand, seamlessly all in one place.

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