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Insurance Agency Software Comparison

JenesisNow vs. Novidea

At a glance

At a glance

JenesisNow

Best for

Best for independent insurance agencies that want carrier downloads, commissions, accounting and a client portal in one cloud system.

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 JenesisNow Novidea
API Not stated Open API framework; document generation through Docomotion Connect REST APIs
Hosting Cloud-based; the vendor states data is stored on US servers Cloud, built on the Salesforce platform
Clients and policies Client and policy records in one system, with policy documents, certificates, photos, licences and contracts kept as media files per client, and a library of blank and pre-filled ACORD forms 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 are named for carrier downloads; life, health and benefits are not mentioned 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 Integrations with third-party comparative raters, named as PL Rater and ITC TurboRater, for comparing personal lines quotes across carriers; agencies in North Carolina also get a built-in comparative rater with direct access to named carriers. The vendor states that a product on this page carries additional charges outside the standard monthly fee 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 Downloads of personal and commercial lines policy data, renewals, endorsements and commissions, with IVANS, Ebix and Brovada named as carrier data integrations; the number of carriers is not stated 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 Renewal reminders that can be filtered by status and effective date, and import of customer and prospect lists from a CSV file 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 Commission Manager for tracking commissions, setting user and company commission percentages and receiving commission downloads, plus accounting tools with invoicing, receipts and a QuickBooks export 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 Client portal where insured customers view coverages, policy documents, certificates of insurance and payment history, and print and share documents, plus e-signature for applications, receipts and statements of no loss 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 Agency-wide and location-specific user permissions, a separate permission for access to policy-level commission values, and a note and agency log entry whenever the company, term or term date of a policy is changed 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 Customizable reports for production, renewals, source of business, CSR efficiency and lines of business, with dashboards Over 500 ready-made report templates, custom reports from any data field, and role-specific dashboards with permission-based access
Integrations and API Integrations with PL Rating, TurboRater, QuickBooks, IVANS, Ebix, DocuSign, Formstack Sign, RingCentral, Twilio, Zapier and others; a public API is not mentioned on the vendor site 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 Email helpdesk, Phone Not stated
Integrations more entries PL Rating, TurboRater, QuickBooks, IVANS, Ebix, Brovada, DocuSign, Formstack Sign, RingCentral, Twilio, Zapier, Imperial PFS 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 JenesisNow Cloud-based; the vendor states data is stored on US servers Novidea Cloud, built on the Salesforce platform
  • Clients and policies JenesisNow Client and policy records in one system, with policy documents, certificates, photos, licences and contracts kept as media files per client, and a library of blank and pre-filled ACORD forms 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 JenesisNow Personal and commercial lines are named for carrier downloads; life, health and benefits are not mentioned 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 JenesisNow Integrations with third-party comparative raters, named as PL Rater and ITC TurboRater, for comparing personal lines quotes across carriers; agencies in North Carolina also get a built-in comparative rater with direct access to named carriers. The vendor states that a product on this page carries additional charges outside the standard monthly fee 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 JenesisNow Downloads of personal and commercial lines policy data, renewals, endorsements and commissions, with IVANS, Ebix and Brovada named as carrier data integrations; the number of carriers is not stated 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

JenesisNow

Strengths

  • Carrier downloads for personal and commercial lines through IVANS and Ebix
  • Commission Manager with user and company commission percentages
  • Client portal with policy documents, certificates and payment history
  • Built-in comparative rater for agencies in North Carolina

Limitations

  • No prices published; the vendor asks for a demo request
  • Some integrated products are charged outside the standard monthly fee
  • The vendor site mentions no public API

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

What users say

Review Scores · opens after launch

JenesisNow

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

JenesisNow https://www.jenesissoftware.com/ · checked against the official source on 2026-11-08

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.