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.
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.
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.
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’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.
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.
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.
Save tons of time by automating the quoting process while providing your clients with insurance quotes from multiple companies within seconds.
All your documents are in one place, accessible to anyone. At any time. From any device.
CRM, Insurance Accounting and Agency Management working hand in hand in hand, seamlessly all in one place.
