Salesforce for Insurance
We implement Salesforce exclusively for insurance organizations. Carriers, MGAs, FMOs, brokerages, and agencies. That's all we do.
Start a Conversation See How We HelpInsurance Only
We don't do retail, manufacturing or banking. 100% of our work is insurance. We know your terminology, workflows, and systems.
75+ Implementations
We've done this before. From first Salesforce implementation to complex integrations with policy admin systems.
Certified Team
All technical staff are certified Salesforce professionals. Admins, developers, and architects who understand the platform.
Who We Work With
We work with insurance organizations of all types. Each has unique challenges, and we've built solutions for all of them.
Carriers, MGAs, and MGUs
Policy administration integration, distribution management, submissions workflows, and a 360-degree view of your customers.
- ✓ Policy admin system integration
- ✓ Agent and agency management
- ✓ Submissions and underwriting
- ✓ NIPR license verification
FMOs, IMOs, and NMOs
Agent contracting, commission processing, carrier integrations, and self-service portals for your downline.
- ✓ Agent contracting portal
- ✓ Commission processing
- ✓ Hierarchy management
- ✓ Agent self-service
Agencies and Brokerages
Your AMS wasn't built for sales. We connect Salesforce to Applied Epic or AMS360 so you get a real pipeline and marketing automation.
- ✓ AMS integration
- ✓ Sales pipeline management
- ✓ Renewal workflows
- ✓ Client portal
How We Work
Whether you need a full implementation or ongoing support, we have a model that fits.
Projects
New implementations, integrations, and major enhancements. We run projects with clear requirements, transparent progress, and a defined scope.
See our processManaged Services
Ongoing Salesforce support without hiring full-time staff. We handle administration, enhancements, and user support so your team can focus on insurance.
See what's includedCommon Requests
These are the projects we get asked about most often. If any of these sound like your situation, we can help.
First Salesforce Implementation
You've decided on Salesforce but need a partner who understands insurance to get it right the first time.
Fix a Broken Implementation
Your current Salesforce setup isn't working. Low adoption, messy data, or workflows that don't match how you actually operate.
Integration with Core Systems
Connect Salesforce to your policy admin system, AMS, phone system, or other insurance platforms.
Agent or Customer Portal
Give your agents or policyholders a self-service portal built on Salesforce Experience Cloud.
Marketing Automation
Set up Marketing Cloud or Pardot to automate client communications, renewals, and cross-sell campaigns.
Security Audit
Review your Salesforce security settings, user permissions, and data access to identify risks before auditors do.
Client Success Stories
Our clients trust us with sensitive data, so we keep their names confidential. Here's what we've built.
Workers Comp Carrier Automates Agent Licensing
A workers compensation insurance carrier needed to streamline their agent licensure process. We built a Salesforce-to-Salesforce integration with AgentSync to automate agent records synchronization and eliminate manual data entry across systems.
- ✓ Eliminated manual data entry for agent records
- ✓ Automated creation of appointments and licenses
- ✓ Maintained data integrity across systems
Trucking Insurance Agency Achieves 600% Growth
A specialist insurance agency focused on the trucking industry needed better operational visibility. We customized Salesforce Sales Cloud and integrated it with their Veruna AMS for a complete view of their business.
- ✓ 600% business growth
- ✓ Complete operational visibility
- ✓ Improved service delivery via Salesforce Cases
- ✓ Enhanced customer satisfaction
Medicare Agency Scales Call Center from 20 to 200+ Agents
A Medicare Advantage-focused company needed to scale their call center operations rapidly. We implemented Salesforce with multiple integrations to support their growth from a small team to a large-scale operation.
- ✓ Scaled from 20 to over 200 agents
- ✓ Connected CRM to enrollment system Sunfire
- ✓ Streamlined agent licensing
- ✓ Automatically route calls to licensed agents
National FMO Transitions from Legacy System to Salesforce FSC
FMO needed to move away from their home built legacy system. We migrated them to Salesforce Financial Services Cloud and built a TitanWeb portal for their agents integrated with AgentSync.
- ✓ Complex agency hierarchy tracking
- ✓ Streamlined agency onboarding
- ✓ Self-service agent portal
- ✓ Automated contracting processes
FMO Cuts Commission Processing from 4 Hours to 45 Minutes
This FMO was spending 4 hours per carrier processing commissions in AgencyBloc. We moved them to Salesforce FSC, built an agent onboarding portal, and automated their commission calculations.
- ✓ Commission processing reduced from 4 hours to 45 minutes per carrier
- ✓ Automated commission calculations
- ✓ Self-service agent onboarding portal
Top 100 Broker Migrates from TechCanary to Sales Cloud
A Top 100 broker needed to get off TechCanary before their renewal deadline. We migrated them to Sales Cloud and connected it to AMS360 via MuleSoft in time.
- ✓ Successful migration before renewal deadline
- ✓ Connected Salesforce to AMS360
- ✓ Unified sales and policy data
We Only Do Insurance + Salesforce
HipTen works exclusively with insurance organizations. This isn't a side project or a vertical we're "exploring." It's all we do, and we've been doing it since 2017.
Ready to Talk?
Tell us about your organization and what you're trying to accomplish. We'll have a conversation about what's possible, not a sales pitch.
Contact Us