Salesforce Implementation Partner

Salesforce, built the way insurance needs it

We implement Salesforce exclusively for insurance organizations. Carriers, MGAs, FMOs, brokerages, and agencies. That's all we do.

0
Insurance clients
50%
Insurance focused
2026
Founded
Why HipTen

Insurance is not one of our verticals, it's our sole focus.

Most Salesforce partners do a bit of everything. We do one thing.

Insurance only

We don't do retail, manufacturing, or banking. 100% of our work is insurance. We know your terminology, workflows, and systems.

75+ implementations

From first Salesforce implementation to complex integrations with policy admin systems, we've done it. The patterns are familiar.

Certified team

All technical staff are certified Salesforce professionals. Admins, developers, and architects who understand the platform.

Client Feedback

Don't take our word for it.

Real feedback from the insurance professionals we work with.

Common Requests

The projects we get asked about most.

If any of these sound familiar, we've solved it before.

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

Self-service portals for agents and policyholders, built on Salesforce Experience Cloud.

Marketing Automation

Marketing Cloud or Pardot for client communications, renewals, and cross-sell campaigns.

Security Audit

Review your Salesforce security settings, user permissions, and data access to spot risks before auditors do.

Client Success Stories

Real outcomes, anonymous clients.

We work in financial services, where client data is highly sensitive. Our clients prefer to stay anonymous. Get in touch if you'd like to hear more about any of these projects.

Carrier

Workers Comp Carrier Automates Agent Licensing

A workers compensation 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.

Salesforce AgentSync S2S Integration
Agency

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.

Sales Cloud Veruna AMS Service Cloud Experience Cloud
Agency

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 growth from a small team to a large-scale operation.

Salesforce AgentSync Sunfire Five9
FMO

National FMO Transitions from Legacy System to Salesforce FSC

A national FMO needed to move off a home-built legacy system. We migrated them to Salesforce Financial Services Cloud and built a TitanWeb agent portal integrated with AgentSync.

Financial Services Cloud Experience Cloud AgentSync TitanWeb
FMO

FMO Cuts Commission Processing from 4 Hours to 45 Minutes

An FMO was spending 4 hours per carrier processing commissions in AgencyBloc. We moved them to Salesforce FSC, built an agent onboarding portal, and automated commission calculations.

Financial Services Cloud TitanWeb NIPR Integration MuleSoft
Broker

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.

Sales Cloud AMS360 MuleSoft
Get in touch

Ready to talk?

Tell us about your organization and what you're trying to accomplish. We'll have a real conversation, not a sales pitch.