Novidea takes the robust capabilities of Salesforce and tailors them into an AMS and CRM that's tuned for the insurance industry. With XILO's integration, form data collected from clients flows directly into Novidea, bringing Salesforce's power to your fingertips. Additionally, we offer the unique ability to extract data from Novidea back into XILO Forms, allowing for easy interaction with other systems, including raters.
Linking Novidea with XILO is straightforward. You'll need to provide your Salesforce credentials into our secure system. Then, our dedicated Customer Success Manager will set the wheels in motion for a two-way integration. This will let you push data to, or pull data from, your Salesforce org with precision and ease.