Salesforce for Carriers, MGAs, and MGUs
Policy administration integration, distribution management, submissions workflows, and a 360-degree view of your customers. Built by a team that only does insurance.
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Policy Data Lives Somewhere Else
Your policy admin system has all the data, but your sales and service teams can't see it. They're toggling between systems or asking IT for reports.
Agent Appointments Are Manual
Appointing agents through NIPR takes time and follow-up. License verification, state compliance, and renewal tracking all done by hand.
Submissions Scattered Everywhere
Submissions come in via email, portals, and phone calls. Underwriters chase down missing information. Nothing is standardized.
No Single View of the Customer
Policies in one system, claims in another, service requests somewhere else. Nobody has the full picture when a customer calls.
Customer Communications Are One-Off
Renewal reminders, policy updates, and marketing emails are manual. No automation, no personalization, no tracking of what was sent.
Distribution Network is a Black Box
Which agents are producing? Which agencies need attention? You're pulling data from multiple sources to answer basic questions.
What We Build for Carriers
These aren't theoretical features. We've built and deployed these solutions for carriers and MGAs managing complex distribution networks and policy portfolios.
Policy Admin Integration
Connect your policy administration system to Salesforce. Policy details, endorsements, and renewal dates visible to sales and service teams without switching systems.
- ✓ Real-time policy data sync
- ✓ Endorsement and change tracking
- ✓ Renewal date visibility
- ✓ Premium and billing information
Distribution Management
Track your entire agent and agency network. Production by agent, agency tiers, territory assignments, and appointment status all in one place.
- ✓ Agent and agency hierarchy
- ✓ Production tracking and reporting
- ✓ Territory management
- ✓ Appointment status tracking
Submissions Workflow
Standardize how submissions come in and move through underwriting. Agents submit through a portal, underwriters work from a queue, and nothing falls through the cracks.
- ✓ Agent submission portal
- ✓ Underwriting workbench
- ✓ Document collection workflows
- ✓ Quote and bind tracking
360-Degree Customer View
Policies, claims, billing, and service history all visible in one place. When a customer calls, your team has the full picture immediately.
- ✓ Unified customer profile
- ✓ Claims history integration
- ✓ Billing and payment status
- ✓ Service request tracking
Marketing Cloud Integration
Automated renewal reminders, policy updates, and targeted communications. Personalized emails based on policy type, renewal date, and customer segment.
- ✓ Automated renewal campaigns
- ✓ Policy update notifications
- ✓ Segment-based marketing
- ✓ Engagement tracking
NIPR Integration
Automate license verification and track agent compliance. Pull license data directly from NIPR to verify appointments and monitor renewal status.
- ✓ Automated license verification
- ✓ State compliance tracking
- ✓ Renewal date monitoring
- ✓ Appointment status alerts
Systems We Connect
Policy Admin
Guidewire, Duck Creek, SFI
MuleSoft
API-led integration
NIPR
License verification
Marketing Cloud
Customer communications
Turn Data Into Agent Performance
Your policy admin, CRM, and commission systems hold valuable signals. We bring that data together to generate agent scores that help your distribution team focus their energy where it matters.
Identify which middle-tier agents have the potential to become top producers. See who's trending up, who needs support, and who's at risk of leaving. Stop guessing and start prioritizing.
- ✓ Aggregate data from policy admin, commissions, and CRM
- ✓ Score agents based on production trends and engagement
- ✓ Identify high-potential agents for development programs
- ✓ Surface at-risk agents before they leave
- ✓ Give your distribution team actionable dashboards
What Changes
We Only Do Insurance + Salesforce
HipTen works exclusively with insurance organizations. Carriers, MGAs, MGUs, FMOs, brokerages, and agencies. We understand policy administration systems, distribution networks, submissions workflows, and the compliance requirements you deal with. This isn't a side project for us.
Let's Talk About Your Business
We'll walk through your current systems and processes, and show you how we've solved similar problems for other carriers and MGAs. No pitch deck, just a conversation.
Contact Us