Best for
Best for Medicare, ACA, group benefits and life agencies, and for GAs, IMOs and FMOs that manage downline agents.
- Freelancers
- Small and mid-sized
- Enterprise
Insurance Agency Software Comparison
AgencyBloc vs. Novidea
At a glance
At a glance
Best for
Best for brokers, MGAs and coverholders with specialty or London Market business who want one Salesforce-based system from submission to accounting.
Cataleo does not name a winner. Both statements come from the vendors themselves.
Full Comparison
| Criterion | AgencyBloc | Novidea |
|---|---|---|
| Starting price | From $109 / user / month For the AMS+ Grow package. Accelerate is listed at $139 and Elevate at $169 per month; enterprise pricing for IMOs, FMOs, GAs and large agencies on request. Commissions+, Engage+ and Quote+ are separate solutions without a published price. | Not stated |
| Free trial | 7-day free trial | Not stated |
| API | Open API, plus a Zapier integration | Open API framework; document generation through Docomotion Connect REST APIs |
| Hosting | Cloud; the vendor states its solutions run on HIPAA-compliant AWS servers | Cloud, built on the Salesforce platform |
| Made in | United States (Des Moines, Iowa) | Not stated |
| Clients and policies | Individual and group health, life and ancillary policies, each linked to client, carrier and agent, with every policy of an individual, household or group on one screen, policy status from quoting to active to renewal, and documents, activities and communications attached to the policy | After binding, a policy is created automatically with its documents, and endorsements, mid-term adjustments, renewals and claims are handled in the same system; claims management covers reserves, movements and settlement, with each customer's claim history on a dashboard |
| Lines of business and markets | Health, benefits, senior and life: Medicare, individual and ACA health, group benefits, life and ancillary products, for retail agencies as well as uplines (GAs, IMOs, FMOs) that track downline agents and their business | Over 20 pre-built agency lines of business, with new lines added per customer, across P&C, specialty, retail and wholesale; the vendor addresses brokers, MGAs, coverholders and the London Market |
| Comparative rating and quoting | AMS+ connects to Medicare, ACA and benefits quoting and enrollment platforms such as SunFire, ConnectureDRX, Lead Advantage Pro, HealthSherpa and Employee Navigator. Quote+, a separate solution, shops small group medically underwritten, level-funded, community rated, ACA and ancillary quotes from multiple carriers and builds benefit proposals. | A built-in rating and rules engine prices risks from a panel, part of a complex risk can be placed with MGAs and binders, and the platform integrates with carrier platforms, pricing solutions and market and broker trading platforms |
| Carrier downloads and connectivity | Commissions+ imports carrier commission data for processing, and Quote+ fills carrier-specific forms and submits enrollment forms to multiple carriers at once | Submission to trading platforms and direct integration with carrier platforms; a risk can be placed across multiple markets with fees, premium terms, cover levels and declination reasons |
| Sales pipeline and renewals | Personalized lead dashboards and pipeline management, lead import and lead vendor integration, lead forms and automated lead workflows, with automated lead assignment and routing from the Accelerate package; renewal dates are tracked with automations that alert policyholders and agents of record | Lead management with assignment across teams, scheduled targeted email campaigns, a cross-sell and upsell module that suggests products based on similar customers, and renewal tracking with reminder alerts |
| Commissions and agency accounting | Commissions+ add-on: imports carrier data, builds rate tables and payee schedules, tracks bonuses, advances and overrides, generates agent statements, identifies missed carrier commissions and produces commission and financial reports | A dual-entry ledger for insurance transactions with currency conversion, cash matching and pre-built reports such as client money calculation, trial balance and account statements, plus premium collections, settlements, month-end close and general ledger integration; dashboards show brokers and agents their sales and commissions |
| Client portal and certificates | Not stated | A customer portal designed to match the firm's website, where clients see policies, renewals, claims, quotes and agent contact details and can request self-service changes such as endorsements, with the team notified of each request |
| Compliance records and audit trail | Scope of Appointment, ACA Consent to Contact and ACA Attestations are sent, signed and stored in AMS+ with the status of each document tracked; the Elevate package adds VoIP with call recording and storage, and signed forms, recordings, notes and correspondence are tied to each policy as an audit trail | Finalized premium and claims bordereaux can be rolled back with automated contract creation to keep an audit trail; built on Salesforce, with multi-factor authentication and Salesforce user privilege options, and the vendor cites Salesforce's SOC 1, SOC 2, SOC 3, ISO 27001, ISO 27017 and ISO 27018 certifications |
| Reports and exports | Real-time graphs and charts, pre-built industry reports on in-force policies, policy adds and terms, business growth and client churn, and a Custom Report builder whose reports can be saved and rerun | Over 500 ready-made report templates, custom reports from any data field, and role-specific dashboards with permission-based access |
| Integrations and API | Open API, Zapier integration, lead post vendor integration, Microsoft Outlook sync, Google Workspace and Gmail email integration and email forwarding | Open API framework and the Salesforce ecosystem for connecting other applications and trading partners, plus Docomotion document generation with a Microsoft Word add-in and REST APIs (Docomotion Connect) |
| AI features | stated Yes | No |
| Deployment | Cloud (SaaS) | Cloud (SaaS) |
| Onboarding | Documentation and knowledge base, Guided onboarding | Not stated |
| Company size | Freelancers, Small and mid-sized, Enterprise | Not stated |
| Integrations | more entries SunFire, ConnectureDRX, Lead Advantage Pro, HealthSherpa, SimplyEnroll, RetireFlo, Employee Navigator, Ease, Zapier, Microsoft Outlook, Gmail, NextGen Leads, AgentMethods | Salesforce, Microsoft Word |
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Row where the values differ The small markers point at the lower number, the longer list or the stated feature. They describe the data, they are not a verdict.
The short version
Key Differences
- Hosting AgencyBloc Cloud; the vendor states its solutions run on HIPAA-compliant AWS servers Novidea Cloud, built on the Salesforce platform
- AI features AgencyBloc Yes Novidea No
- API AgencyBloc Open API, plus a Zapier integration Novidea Open API framework; document generation through Docomotion Connect REST APIs
- Clients and policies AgencyBloc Individual and group health, life and ancillary policies, each linked to client, carrier and agent, with every policy of an individual, household or group on one screen, policy status from quoting to active to renewal, and documents, activities and communications attached to the policy Novidea After binding, a policy is created automatically with its documents, and endorsements, mid-term adjustments, renewals and claims are handled in the same system; claims management covers reserves, movements and settlement, with each customer's claim history on a dashboard
- Lines of business and markets AgencyBloc Health, benefits, senior and life: Medicare, individual and ACA health, group benefits, life and ancillary products, for retail agencies as well as uplines (GAs, IMOs, FMOs) that track downline agents and their business Novidea Over 20 pre-built agency lines of business, with new lines added per customer, across P&C, specialty, retail and wholesale; the vendor addresses brokers, MGAs, coverholders and the London Market
Every line is one datapoint from the table above, picked automatically. Nothing here is written text.
The trade-offs
Strengths and Limitations
AgencyBloc
Strengths
- Published package prices, from $109 per user per month for AMS+ Grow
- Scope of Appointment, ACA consent and attestation forms sent, signed and stored inside the system
- Uplines such as GAs, IMOs and FMOs can track downline agents, policies and commissions
- 7-day free trial
Limitations
- Commissions+, Engage+ and Quote+ are separate solutions without a published price
- Built for health, benefits, senior and life lines; property and casualty is not among the lines the vendor names
- Several AgencyBloc Intelligence features are labelled alpha or beta
- VoIP and call recording only in the top Elevate package
Novidea
Strengths
- Front, middle and back office in one system, with data passed from quote to back office without rekeying, as the vendor states
- Built-in rating and rules engine plus submission to trading platforms
- Over 500 ready-made report templates
- London Market documents such as MRCs and coverslips through Docomotion
Limitations
- No prices are published on the vendor site
- The certifications named on the security page are those of Salesforce, the platform it runs on
- The vendor site describes no free trial or self-serve signup
Plans
Pricing
AgencyBloc
- AMS+ Grow $109 Per user per month. Health, senior and benefits CRM, basic servicing and lead workflows, SOA and ACA compliance forms, email marketing and quoting and enrollment integrations.
- AMS+ Accelerate $139 Per month as listed. Adds premium workflows, automated lead assignment and routing, Rx Collect and RetireFlo intake.
- AMS+ Elevate $169 Per month as listed. Adds integrated VoIP, call queues for leads and call recording.
- Enterprise Not stated Custom pricing and packages for IMOs, FMOs, GAs and large agencies, on request.
Novidea
Price on Request
Visit siteWhat users say
Review Scores · opens after launch
AgencyBloc
- Ease of use
- Not rated yet
- User interface
- Not rated yet
- Onboarding
- Not rated yet
- Support and service
- Not rated yet
- Value for money
- Not rated yet
- Features
- Not rated yet
No reviews yet. Nothing has been published here yet, and no score is shown. How a review is checked before it appears is described below.
Novidea
- Ease of use
- Not rated yet
- User interface
- Not rated yet
- Onboarding
- Not rated yet
- Support and service
- Not rated yet
- Value for money
- Not rated yet
- Features
- Not rated yet
No reviews yet. Nothing has been published here yet, and no score is shown. How a review is checked before it appears is described below.
How we check reviews
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Where this comes from
Where this comes from
AgencyBloc https://www.agencybloc.com/ · checked against the official source on 2026-11-06
Novidea https://novidea.com/ · checked against the official source on 2026-11-10
This table lists factual criteria taken from information the vendors publish themselves. For how we put it together, see the methodology.