Innovative MGA, Pathpoint, and Novidea Success Story

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Presented by

Eric Ayala

About this talk

Ralph Blust, President & Chief Revenue Officer of Pathpoint, describes how Novidea has been critical to their company's growth and success. Blust explains Pathpoint's mission to make it easier for insurance agents to place non-admitted commercial policies 24/7. He then discusses how Novidea provides them with a combined CRM and agency management system to capture the entire client relationship in one platform. Key benefits highlighted include: - Robust customization abilities - Powerful reporting from having CRM + AMS integrated - Task management for sales team efficiency - Scalability to support 20%+ monthly growth without limitations - A complete solution so no other vendor needed Blust emphasizes Novidea's simplicity, usability, and completeness as the key differentiators. He believes firms that don't use Novidea are hurting themselves. For Pathpoint, Novidea handles all accounting, sales, client management, and account management processes while their Pathpoint platform focuses specifically on underwriting engine and carrier API integration. Blust credits Novidea as instrumental in enabling Pathpoint's successful growth by providing efficiency, task management, and robustness to scale rapidly without constraints.
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Novidea is the creator of the only born-in-the-cloud, data-driven insurance platform that enables brokers, agents, and MGAs to modernize and manage the customer insurance journey end-to-end and drive growth across the entire insurance distribution lifecycle. The Novidea platform, built to leverage the power of Salesforce’s Big Technology, provides a complete ecosystem spanning every aspect of an insurance business. The platform’s AI technology provides a 360-degree view of the customer and all stakeholders, enabling full integration between customer-facing policy transactions and the middle and back office. Brokers, agencies, and MGAs extract more value from their customer and policy data with actionable intelligence from any device, anywhere. Novidea turns data into insight at the point of need, enabling better-informed decisions and delivering greater customer value through products and services tailored to individual needs. Novidea supports more than 100 customers, including agents, brokers, MGAs, and the London market, managing tens of millions of policies across 22 countries.