Everything in a single platform
Novidea drives efficiency across every stage of the policy lifecycle, from enquiry and quotation through to policy, financial management, and claims with a reporting suite — all through our customer-centric and intuitive platform. This empowers you to manage and grow your business with a comprehensive 360-degree view of all your data.
- Lead management
- Cross sell & upsell
- Revenue reporting
- KYC checks
Front & Back Offices
- Submission / quote preparation
- Document creation
- Self-service, including Q&B
- Submission to trading platforms
Policy Management &
- Post-bind policy admin
- Endorsements & MTAs
- Claims management renewals
- Financial accounting
- Rate engine maintenance
360˚ View of Your Insurance Portfolio
- In-built reporting tool
- Drill-down dashboards
- Automated customer intelligence insights
Optimise operational 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, prioritising the most viable and valuable business opportunities.
Always connected – wherever you are
With a fully cloud-based insurance management 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. Stay agile and connected at all times, leading to better-informed decisions while closing deals.
Turn data into actionable
By bringing your customer data out of silos and into one place, Novidea makes it easy to extract data-driven insights that empower colleagues across your broking, technical operations, and management teams. 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.
Seamless global operations
With multilingual functionality and real-time currency conversion, Novidea works seamlessly across multiple territories and markets. This means that you operate locally and report globally to HQ, while staying compliant with all international regulations.
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.
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 zero downtime, so that you can focus on supporting your customers and driving growth.