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Insurance Agency Software Comparison

AgencyZoom vs. Novidea

At a glance

At a glance

AgencyZoom

Best for

Best for insurance agencies that already run a management system and want a pipeline and automated follow-up on top of it.

Novidea

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 AgencyZoom Novidea
Starting price From $99 / month Single Location Agency plan for Allstate agencies, billed monthly. Plans for independent and Farmers agencies start at $149 / month (Essential), or $119.20 / month billed annually. Every plan includes up to 7 users. Not stated
Free trial 14-day free trial on every plan; the first payment follows the end of the trial Not stated
Users Up to 7 users on every plan; more seats through the sales team Not stated
API API reference published at app.agencyzoom.com/openapi, plus Zapier Open API framework; document generation through Docomotion Connect REST APIs
Hosting Not stated Cloud, built on the Salesforce platform
Clients and policies Customer and policy information comes from a connected agency management system; the vendor states AgencyZoom works as an extension to the AMS and does not replace it 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 Each policy type is set up under one of three lines, Personal, Commercial or Life & Health, and grouped into policy categories such as auto or property; leads and customers can default to Personal or Commercial, and Life & Health leads have their own default pipeline. In accounts integrated with AMS360, policy types sync from AMS360 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 Rater integrations with PL Rating by Vertafore and Tarmika on the Essential, Growth and Pro plans for independent agencies 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 Carrier downloads reach AgencyZoom through the connected agency management system rather than directly; with AMS360, the synced Policy Origin field separates manually entered policies from carrier downloads, so onboarding and renewal workflows can run separately for each 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 Drag-and-drop lead pipeline that triggers automation as leads move, custom lead pipelines, lead source reports, and automated sequences from prospecting and onboarding through renewal and winback 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 Revenue tracking, and a comp calculator with chargebacks on the Allstate plans 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 A service center on the Pro plan, Google Reviews requested after every policy sold, and 2-way email and texting on the Growth and Pro plans 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 Not stated 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 Month-to-month producer analytics, daily sales goals, lead source and activity reports, and an activity tracker on the Pro plan Over 500 ready-made report templates, custom reports from any data field, and role-specific dashboards with permission-based access
Integrations and API API reference and Zapier, with integrations for AMS360, QQCatalyst, Xanatek, HawkSoft and Momentum (NowCerts), EZLynx Sales Center via Zapier, and communication tools such as RingCentral and Twilio; the pricing page notes that some AMS integrations may cost extra 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)
Deployment Cloud (SaaS) Cloud (SaaS)
Support Chat Not stated
Onboarding Documentation and knowledge base, Guided onboarding Not stated
Integrations more entries AMS360, QQCatalyst, Xanatek, HawkSoft, Momentum (NowCerts), EZLynx Sales Center, PL Rating, Tarmika, Zapier, Twilio, Gmail, Outlook, RingCentral, Canopy Connect, QuoteWizard, Google Reviews, ActiveCampaign Salesforce, Microsoft Word

Compare more tools

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

  • API AgencyZoom API reference published at app.agencyzoom.com/openapi, plus Zapier Novidea Open API framework; document generation through Docomotion Connect REST APIs
  • Clients and policies AgencyZoom Customer and policy information comes from a connected agency management system; the vendor states AgencyZoom works as an extension to the AMS and does not replace it 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 AgencyZoom Each policy type is set up under one of three lines, Personal, Commercial or Life & Health, and grouped into policy categories such as auto or property; leads and customers can default to Personal or Commercial, and Life & Health leads have their own default pipeline. In accounts integrated with AMS360, policy types sync from AMS360 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
  • Comparative rating and quoting AgencyZoom Rater integrations with PL Rating by Vertafore and Tarmika on the Essential, Growth and Pro plans for independent agencies Novidea 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 AgencyZoom Carrier downloads reach AgencyZoom through the connected agency management system rather than directly; with AMS360, the synced Policy Origin field separates manually entered policies from carrier downloads, so onboarding and renewal workflows can run separately for each Novidea 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

Every line is one datapoint from the table above, picked automatically. Nothing here is written text.

The trade-offs

Strengths and Limitations

AgencyZoom

Strengths

  • 14-day free trial on every plan, charged only after the trial ends
  • Published prices from $99 / month, with 20% off on annual billing for the independent and Farmers plans
  • Integrations with AMS360, QQCatalyst, Xanatek, HawkSoft and Momentum
  • Apps for iOS and Android

Limitations

  • Not an agency management system; policy data depends on a connected AMS
  • The pricing page notes that some AMS integrations may cost extra
  • Seats beyond seven are priced through the sales team

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

AgencyZoom

  • Essential $149 Per month, up to 7 users; $119.20 / month billed annually. For independent agencies: prospecting and onboarding automation, AMS, rater and Zapier integration. Farmers agencies get plans with the same names and prices and a different feature list.
  • Growth $199 Per month, up to 7 users; $159.20 / month billed annually. Adds renewal automation, Google Reviews and 2-way email and texting.
  • Pro $349 Per month, up to 7 users; $279.20 / month billed annually. Adds events automation, service center, click to call, AgencyHR and activity tracker.
  • Single Location Agency $99 Per month for Allstate agencies, up to 7 users. Lead management, comp calculator with chargebacks, renewal and winback automation, mobile app.
  • Multiple Location Agency $129 Per month for Allstate agencies, up to 7 users. Adds multiple location management.
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What users say

Review Scores · opens after launch

AgencyZoom

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

Before sending, the author has to confirm three things: that they have used the product themselves, that they work neither for the vendor nor for a competitor, and that nobody is paying them for the review. We also ask whether the vendor invited them to write it. That answer is required, either answer is accepted, and it stays with the review.

Every review is read by a person before it appears. An email address is required and is confirmed: we send a link to it, and a review does not reach us until the author opens that link, so a review has a sender who was reachable at least once rather than being anonymous. Where what somebody writes needs backing, we ask them for evidence that they used the product, and a review that does not get it is not published. We publish positive and negative reviews alike, we pay nothing and offer nothing for a review, and we accept none that was bought or incentivised.

What we cannot do is verify a purchase. There is no shop here and no account, so whether the author really used the tool rests on their own declaration, on whatever we ask them for, and on the plausibility of what they write. We say so rather than implying a check that does not exist.

A vendor cannot buy a review, and cannot have one removed or changed because they dislike it. We remove or edit a review only if it breaks our rules or the law, for example a false statement of fact. Paid placement has no effect on which reviews appear or on any score.

Read the full version on our methodology page

Where this comes from

Where this comes from

AgencyZoom https://www.agencyzoom.com/ · checked against the official source on 2026-11-05

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.