HawkSoft vs. Novidea

At a glance

Best for

Best for independent agencies working on Windows PCs that want their own management system and pick rating and marketing tools separately.

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	HawkSoft	Novidea
Users	Priced by concurrent users, with no limit on total user profiles	Not stated
API	Two-way API integrations with listed partner products	Open API framework; document generation through Docomotion Connect REST APIs
Hosting	HawkSoft 6: Windows application, data in HawkSoft Cloud on Microsoft Azure; agencies on HawkSoft 5 with a local server are not required to migrate	Cloud, built on the Salesforce platform
Clients and policies	Personal and commercial lines policy management, with documents stored at policy level, retention alerts and uprate alerts that flag premium increases before renewal	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	Personal and commercial lines in the management system; the rater integrations cover personal lines, mostly auto and home	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	HawkSoft Rater shares policy data with ten third-party personal lines raters: two-way with ACS, Evolution, ITC TurboRater, PL Rating and QuoteRush, one-way with AccuAgency and EZLynx	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 are part of the workflow tools, with a carrier downloads portal, documentation for carrier reps and book rolls for carriers; HawkLink for Chrome autofills carrier websites	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	Lead management categories show where clients sit in the sales funnel, with cross-sell and upsell reports, retention alerts and batch email, letters and text messages	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	Trust accounting and commission tracking in HawkSoft, commission statements imported from Excel or CSV, and operating accounting in QuickBooks; Managed Accounting is a paid service	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	Self-service Certificates portal where insureds create certificates and manage certificate holders, signing in with email and a verification code, plus an Insured Mobile App and e-signature	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	A self-documenting Action Menu logs client interactions, which the vendor ties to reducing E&O risk, with automatic data backup and retention	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	Agency Intelligence suite with KPI dashboards: close ratio by producer, policies per client, commissions by carrier, retention and book of business, with batch email sent from a report	Over 500 ready-made report templates, custom reports from any data field, and role-specific dashboards with permission-based access
Integrations and API	Two-way API integrations with partners such as AgencyZoom, Agency Revolution, InsuredMine and Gaya, plus QuickBooks; HawkSoft states that enabling an integration carries no additional fee	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	Phone, Email helpdesk, Chat	Not stated
Onboarding	Documentation and knowledge base, Video tutorials, Guided onboarding, Live online demos and webinars	Not stated
Integrations	more entries QuickBooks, AgencyZoom, Agency Revolution, InsuredMine, Gaya, Canopy Connect, RingCentral, ACS, Evolution by Capital Software, ITC TurboRater, PL Rating, QuoteRush, AccuAgency, EZLynx	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

Hosting HawkSoft HawkSoft 6: Windows application, data in HawkSoft Cloud on Microsoft Azure; agencies on HawkSoft 5 with a local server are not required to migrate Novidea Cloud, built on the Salesforce platform
API HawkSoft Two-way API integrations with listed partner products Novidea Open API framework; document generation through Docomotion Connect REST APIs
Clients and policies HawkSoft Personal and commercial lines policy management, with documents stored at policy level, retention alerts and uprate alerts that flag premium increases before renewal 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 HawkSoft Personal and commercial lines in the management system; the rater integrations cover personal lines, mostly auto and home 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 HawkSoft HawkSoft Rater shares policy data with ten third-party personal lines raters: two-way with ACS, Evolution, ITC TurboRater, PL Rating and QuoteRush, one-way with AccuAgency and EZLynx 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

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

The trade-offs

Strengths and Limitations

HawkSoft

Strengths

Two-way API integrations with partners including AgencyZoom, InsuredMine and Gaya
Browser-based Agent Portal, which HawkSoft states is included in the subscription at no additional cost
Self-service Certificates for a flat $49 per agency per month, with no per-certificate fees
Cancellation with 30 days of notice, and the vendor states it charges nothing to take your data

Limitations

Base and per-user prices are not published
A Windows application; macOS needs a Windows virtual machine or a third-party hosting service
Rating runs through third-party raters, one-way only with EZLynx and AccuAgency

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

HawkSoft

HawkSoft subscription Not stated Monthly base fee for the first user plus a fee per additional concurrent user; amounts not published.
Self-service Certificates $49 Add-on, flat fee per agency per month, no per-certificate fees.

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Novidea

Price on Request

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What users say

Review Scores · opens after launch

HawkSoft

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

HawkSoft https://hawksoft.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.