Prefill your forms from Novidea AMS data. Update your Novidea records with form data.

What you need


Novidea is a cloud-based insurance platform built on Salesforce, designed to support the entire insurance lifecycle from distribution to service and renewal. It provides a comprehensive suite of tools for insurance brokers, agents, and other professionals to manage their operations more effectively. Novidea leverages advanced technology to deliver data-driven insights and streamline insurance processes.


  1. End-to-End Management: Novidea supports all stages of the insurance process, including sales, policy management, customer relationship management (CRM), billing, claims management, and renewals.
  2. Data-Driven Insights: The platform includes powerful analytics and business intelligence tools that utilize real-time data to provide actionable insights, helping agencies make informed decisions.
  3. Cloud-Based: Being built on the Salesforce platform, it offers the reliability, scalability, and security of cloud technology, allowing users to access the system from anywhere at any time.
  4. Customization and Integration: Novidea can be customized to meet specific business needs and integrates seamlessly with other systems, enhancing functionality and flexibility.
  5. Automated Workflows: The system automates many routine tasks, reducing manual effort and minimizing errors, which helps increase operational efficiency.


  1. Enhanced Efficiency: Automation and streamlined workflows significantly reduce manual tasks, allowing staff to focus on more strategic activities.
  2. Improved Client Service: Instant access to comprehensive client data and histories enables better, faster service delivery and increases client satisfaction.
  3. Scalability: Novidea is suitable for insurance businesses of all sizes and can easily scale as a business grows, thanks to its cloud-based nature.
  4. Global Accessibility: As a cloud solution, it can be accessed globally, facilitating remote work and operations across different regions.
  5. Data Security and Compliance: Novidea ensures high levels of data security and compliance with industry standards, critical for maintaining trust and adhering to regulations.

Novidea is particularly popular among insurance firms that prioritize data-driven decision-making and require a flexible, scalable solution to manage diverse and complex insurance processes. It's also valued for its robust analytics capabilities, which provide deep insights into every aspect of the insurance business, driving efficiency and growth.

How to set up

Navigate to the Feathery form that you want to connect to Novidea. Click on the Integrations tab.

Open the Novidea integration and authenticate your Novidea account.

Choose what Feathery fields to map to Novidea record properties for prefilling and creating/updating.

Click Connect. Your integration is now live and ready to go!

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the

"When inside of" nested selector


This is a H6

This is a Link

  • This is a list item
  • This is another list item here
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