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THIS IS WHERE BUSINESS BEGINS

THIS-IS-WHERE-BUSINESS-BEGINS

Novidea’s Front Office is where you win and retain customers, with targeted marketing, sales pipeline management, and enhanced customer service, right out of the box.

Novidea’s Front Office gives you everything you need to build your business in one insurance-specific solution. This includes automated marketing and sales management, backed by data-driven insights to drive upsell and cross-sell opportunities, in an intuitive and user-friendly package.

Effective quote to bind functionality is then supported by a secure portal for your customers, so you can provide an enhanced service at reduced admin cost. And, importantly, every aspect of the Front Office system works seamlessly with your Back Office, to deliver everything on a single, integrated broker platform.

A CRM TAILORED FOR INSURANCE

Built on Salesforce technology, Novidea’s Front Office includes a class-leading CRM that is designed specifically for insurance businesses, with all fields, terms, and workflows preconfigured and ready out of the box. This gives you faster integration at lower cost, requiring no additional and costly customisation.

EFFECTIVE PIPELINE MANAGEMENT

With Novidea, you get a powerful sales toolkit ready to optimise every stage of your prospect pipeline. Cloud-based technology means anyone in your organisation has instant access to all prospect information, including key data and analytics, and managers can easily assign and re-assign leads across your teams, no matter where they are, 24/7.

AUTOMATE YOUR MARKETING

Your growth depends on your ability to scale, automate, personalise, and quantify your marketing efforts. With Novidea, you can schedule targeted email campaigns that automatically engage prospects or policyholders at strategic moments in the customer journey and funnel them towards the next stage of your sales process.

DRIVE REVENUE THROUGH ACTIONABLE INTELLIGENCE

You work in a competitive market where you need to clearly differentiate your broker business. Using data-driven insights, you can not only increase your revenue but also enhance your service, by delivering targeted and tailored advice that enables you to cross-sell and upsell, based on your customers’ individual needs.

FASTER QUOTE AND BIND

Novidea’s quote and bind facility means that the submission, placement, and management of policies that would usually take days using traditional channels can now be completed in minutes from anywhere in the world, at any time. Customers can select the coverage they want, then submit the proposal for instantaneous underwriting, with no subsequent re-keying of data.

A SECURE CUSTOMER PORTAL

Today, customers expect more, as they are used to having access to portals in other sectors, such as online banking, that give them ease of control over their accounts. Novidea’s secure portal enables seamless self-service functionality, with simple accessibility for your customers to all their documentation and data. For you, this means you can offer an enhanced customer service at a reduced operational cost.