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Broking evolved.

Insurance broker utilising Novidea's insurance broker software

With a single view across the entire customer lifecycle and all lines of business, brokers can now leverage data-driven intelligence to build stronger relationships, and drive growth.

Welcome to Novidea's insurance broker software.

It’s about your customers

Novidea is the leading software for insurance brokers, covering the entire distribution lifecycle, from lead generation to accounting and settlement.

As a single solution to optimize all processes and workloads, your teams will have the insight and intelligence they need to make smarter data-driven decisions and deliver a truly customer-centric service.

Why is this so important?

We live in an ‘on demand’ culture. As consumers, we have become accustomed to an instant and seamless experience. Anything less feels outdated, unprofessional, and untrustworthy.

Insurance is no different. Your leads and policyholders expect access, convenience, options, and responsiveness in the same way.

For many brokers this is a barrier to growth, as legacy IT systems simply cannot support the process optimization and functionality needed to deliver the service people now require.

It’s about your challenges

Where are your biggest cross-sell and upsell opportunities? Which clients are most profitable? How can your processes be more cost-efficient? Do your teams have the vital information they need on the move? What’s in your pipeline, and will you meet your targets?

With fragmented management information and scattered data in outdated insurance broker software, obtaining a clear picture of business health and opportunities is next to impossible. And as margins are squeezed, and regulations and competition intensify, your customers will still demand a more responsive service from you, their broker.

It’s about you

We have reinvented the traditional insurance broker platform to support your needs in today’s environment.

The result is a single, end-to-end solution, powered by Salesforce, that gives a unified view for managing the insurance distribution lifecycle and providing a consistent information flow between you and your customers.

By consolidating all functions and workflows across the customer journey and business lines, and by streamlining front- and back-office operations, you can drive growth through more insightful, data-driven, customer-centric services that increase bottom-line profitability and optimise every customer interaction.

Novidea's insurance broker software platform is not just about increasing efficiency and productivity, it’s about promoting service excellence and simplifying regulatory compliance. It’s about empowering your teams through actionable intelligence ‘on the move’ to enable them make better decisions and forge stronger relationships.

In short - it’s about your success.