Novidea API
Novidea is a born-in-the-cloud, Salesforce-based insurance distribution management platform for brokers, MGAs, and coverholders, spanning the full lifecycle from quote and bind through policy management, claims, billing, and accounting. An unofficial API lets you programmatically pull policies, clients, claims, premium and accounting records, and documents—and push updates like new quotes, endorsements, claim notices, and payments back into Novidea.
What is Novidea?
Novidea is a born-in-the-cloud, data-driven insurance management platform built on Salesforce for insurance brokers, MGAs, and coverholders. It digitalizes the entire insurance distribution lifecycle—from quote and bind through policy issuance, premium processing, claims, and financial accounting—integrating front, middle, and back office operations across more than 20 countries.
Core product areas include:
- Front Office (customer-facing quote, bind, and upsell workflows)
- Middle Office (workflow management, automation, and processing)
- Back Office (premium processing, financial accounting, and administration)
- Actionable Intelligence (analytics, reporting, and dashboards)
- Document Generation (policy documents and correspondence)
- Customer Portals (client self-service access)
Common data entities:
- Clients, Prospects, Insureds, Contacts
- Quotes, Submissions, Policies, Endorsements, Renewals
- Claims, FNOL records, Loss details
- Premiums, Invoices, Payments, Commissions, Accounting entries
- Documents, Correspondence, Attachments
- Carriers, Markets, Coverholders, Producers
The Novidea Integration Challenge
Brokers, MGAs, and coverholders run mission-critical distribution workloads on Novidea daily, but turning its portal- and Salesforce-driven workflows into reliable API-driven automation is non-trivial:
- Salesforce platform layer: Novidea is built on Salesforce, so data lives behind org-specific objects, permission sets, and security models that differ by tenant
- Per-broker customization: Product definitions, workflows, accounting rules, and forms are tailored per organization—generic integrations break across tenants
- Open API framework variability: The à la carte API surface differs by the modules and capabilities each customer has enabled
- Authentication complexity: SSO and MFA are common in broker environments and complicate headless automation
- Multi-market spread: London Market, MGA, and retail broker configurations carry different object models, IDs, and lifecycle states
- Accounting and premium handling: Premium processing, commissions, and financial entries require precise reconciliation and audit-trail handling
- Document workflows: Policy documents, claim correspondence, and generated forms need careful upload/download and template handling
How Supergood Creates Novidea APIs
Supergood reverse-engineers authenticated browser flows and Novidea's open API framework to deliver a resilient API layer for your Novidea tenant—across front, middle, and back office modules.
- Handles Salesforce SSO, username/password, and MFA (SMS, email, TOTP) securely
- Maintains session continuity with automated refresh and change detection
- Normalizes responses across Clients, Policies, Claims, Billing, and Accounting so you integrate once and rely on consistent objects
- Aligns with broker-specific product definitions, custom fields, and entitlements to ensure compliant access
Use Novidea with AI agents: Novidea MCP Server →
Getting Started
- Schedule Integration Assessment
Book a 30-minute session to confirm your modules, markets, and authentication model.
- Supergood Generates and Validates Your API
We deliver a production-ready Novidea adapter tailored to your organization's configuration and entitlements.
- Deploy with Monitoring
Go live with continuous monitoring and automatic adjustments as Novidea evolves.
API Endpoints
Authentication
/authenticateAuthenticate to a Novidea tenant using Salesforce SSO, username/password, or MFA and obtain a session token for downstream calls.
Policies
/policiesList policies with filters for client, carrier, line of business, status, and effective date range.
Policies
/create_quoteCreate a new quote or submission and bind a policy against the broker's configured product definition.
Claims
/claimsRetrieve claims, FNOL records, and loss details with status and assignment filters.
Claims
/file_claimFile a First Notice of Loss against an existing policy with loss details, parties, and supporting documents.
Billing
/accountingPull premiums, invoices, payments, commissions, and accounting entries across direct and agency bill arrangements.
Use Cases
Sync client and policy data into your warehouse
- Pull clients, policies, endorsements, and renewals from front and middle office into a single warehouse - Stream new business and renewal events to downstream BI and reporting tools - Reconcile client, insured, and contact records across markets for a unified customer 360
Automate quote, bind, and renewal workflows
- Push submissions and quotes into Novidea and pull bound policies back for downstream systems - Trigger carrier and market placements without portal clicks - Route declines, referrals, and renewals to producers automatically
Reconcile premiums, accounting, and commissions
- Sync invoices, payments, and accounting entries from back office into general ledger and AR systems - Match producer commissions and chargebacks against compensation arrangements - Surface delinquent accounts and pending cancellations to retention workflows
Stream claims and FNOL events downstream
- Pull claims, FNOL records, and loss details into fraud and customer-experience tools - File First Notice of Loss programmatically against existing policies - Notify carriers, insureds, and producers of claim status changes
Technical Specifications
Authentication
Salesforce SSO, username/password, and MFA (SMS, email, TOTP) handled in a managed session
Connectivity
Authenticated browser flows plus Novidea's open API framework surfaced where exposed by the tenant
Response format
Normalized JSON across Clients, Policies, Claims, Billing, and Accounting objects
Rate limits
Adaptive throttling tuned to your Salesforce org to avoid platform-side API limits
Session management
Automatic session refresh, MFA replay handling, and credential rotation
Data freshness
Near real-time pulls for policies, claims, and accounting with optional scheduled batch syncs
Security
Encrypted credential vault, scoped access tokens, SOC 2-aligned controls, and audit logging
Webhooks
Event-style callbacks for new business, endorsement, FNOL, claim status, and accounting changes
Latency
Sub-second reads on cached entities; multi-second writes when posting through quote and accounting workflows
Throughput
Horizontally scaled workers sized to multi-market broker and MGA volume
Reliability
Retry, backoff, and idempotency keys for quotes, endorsements, and accounting transactions
Adaptation
Continuous monitoring of Novidea releases and broker-specific configuration drift
Frequently asked questions
Yes. Supergood authenticates through Salesforce SSO and your Novidea org's permission model, then normalizes the underlying objects so you integrate against consistent Clients, Policies, Claims, and Accounting entities.
No. Supergood works against your existing authenticated sessions and whatever API surface your tenant exposes. Where the à la carte open API is enabled we use it; where it isn't, we work against the same authenticated surfaces.
Yes. Quote-and-bind, policy management, claims, premium processing, and financial accounting are exposed through the same normalized API surface, so front, middle, and back office data sits together.
Each tenant is profiled against its configured product definitions, accounting rules, and forms. Supergood preserves organization-specific fields, lifecycle states, and entitlements rather than forcing a generic schema.
Yes. Supergood adapts to London Market, MGA, and retail broker configurations, mapping their distinct object models and lifecycle states into one consistent API.