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Head-to-head · Commercial Insurance Software

Novidea vs Applied Epic for Salesforce

  • Updated Sep 2026
  • Both researched from official sources
  • 4 checks side by side
Novidea #2 in Commercial Insurance Software —/10 Pricing on request ✓ 3 of 3 features Visit Novidea
Applied Epic for Salesforce #7 in Commercial Insurance Software —/10 Pricing on request ✓ 0 of 3 features Visit site

Novidea leads on 3 checks, Applied Epic for Salesforce on 0, and 1 is even. Who comes out ahead on the 4 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Most featuresNovidea · 3 of 3

Our editors rank Novidea at #2 and Applied Epic for Salesforce at #7 for commercial insurance software; Novidea and Applied Epic for Salesforce have no rubric score yet (facts researched, not yet scored), so the checks below decide.

Novidea offers policy administration; Applied Epic for Salesforce doesn't publish it. Novidea offers commercial rating; Applied Epic for Salesforce doesn't publish it. Novidea offers underwriting workflows; Applied Epic for Salesforce doesn't publish it.

Novidea is the better fit for commercial insurers and brokers needing end-to-end. Applied Epic for Salesforce is the better fit for insurance teams using Salesforce for sales and renewals.

  • Novidea fits best

    Commercial insurers and brokers needing end-to-end

  • Applied Epic for Salesforce fits best

    Insurance teams using Salesforce for sales and renewals

Advertiser disclosure: iTechGuides is reader-supported. We may earn a commission when you click some links. It never changes our verdict. How we rank.

Side by side

Feature Novidea —/10 Visit ↗ Applied Epic for Salesforce —/10 Visit ↗
At a glance
Editor score — —
Ranking #2 in Commercial Insurance Software #7 in Commercial Insurance Software
Best for Commercial insurers and brokers needing end-to-end Insurance teams using Salesforce for sales and renewals
Pricing model Paid Paid
Starting price Not published Not published
Free plan — Not published
Free trial — —
Deployment Cloud Cloud
Platforms Web Web
Support Docs Email, Phone, Community
Built for Small business, Mid-market, Enterprise Small business, Mid-market, Enterprise
Features Novidea 3/3 · Applied Epic for Salesforce 0/3
Policy administration ✓ (best) Not published
Commercial rating ✓ (best) Not published
Underwriting workflows ✓ (best) Not published
Specs
Distribution model Multi-channel Not published
Deployment Cloud Not published
Commercial lines Not published Not published
Our review
Pros
  • End-to-end administration from quoting through claims and billing
  • Combines underwriting, distribution, CRM and analytics in one cloud system
  • Supports brokers, MGAs and carriers from small to enterprise organizations
  • Synchronizes accounts, policies, activities, and attachments with Applied Epic
  • Automates renewal opportunity scheduling using configured criteria
  • Includes producer and manager dashboards with 50+ insurance reports
Cons
  • Cloud-only deployment excludes on-premise requirements
  • Pricing requires contacting sales rather than self-serve purchase
  • Web access only may not suit teams needing other client platforms
  • Pricing requires contacting Applied Systems
  • Designed for front-office workflows, not core policy administration or rating
  • Mobile apps and policyholder portals are separate Applied products
Our verdict

Novidea is a cloud-based insurance platform for brokers, managing general agents and carriers. It brings commercial policy administration, risk rating and quoting, underwriting workflows, broker and distribution management, billing and…

Read the review →

Applied Epic for Salesforce brings insurance-focused sales and marketing workflows into Salesforce and connects them with Applied Epic. Agencies and brokerages can use it to manage leads, accounts, contacts, opportunities, policies,…

Read the review →
  1. NovideaCommercial Insurance Software —Pricing on request
  2. Applied Epic for SalesforceCommercial Insurance Software —Pricing on request

Strengths and trade-offs

  • Novidea — where it wins

    • End-to-end administration from quoting through claims and billing
    • Combines underwriting, distribution, CRM and analytics in one cloud system
    • Supports brokers, MGAs and carriers from small to enterprise organizations

    Where it doesn't

    • Cloud-only deployment excludes on-premise requirements
    • Pricing requires contacting sales rather than self-serve purchase
    • Web access only may not suit teams needing other client platforms

  • Applied Epic for Salesforce — where it wins

    • Synchronizes accounts, policies, activities, and attachments with Applied Epic
    • Automates renewal opportunity scheduling using configured criteria
    • Includes producer and manager dashboards with 50+ insurance reports

    Where it doesn't

    • Pricing requires contacting Applied Systems
    • Designed for front-office workflows, not core policy administration or rating
    • Mobile apps and policyholder portals are separate Applied products
  • Novidea—/10 · Pricing on request

    Broad cloud suite for commercial insurance operations, with sales-led pricing.

    Visit NovideaFull verdict →
  • Applied Epic for Salesforce—/10 · Pricing on request

    A Salesforce-based insurance CRM for teams managing sales, service activity, and renewals.

    Visit siteFull verdict →

More comparisons

All commercial insurance software comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026