Salesforce for FMOs, IMOs, and NMOs

Agent contracting, commission processing, carrier integrations, and self-service portals. We've done this before.

Talk to Us See How It Works

Sound Familiar?

Weeks to Contract an Agent

New recruits wait forever for paperwork. Every delay is lost production and a frustrated agent who might go somewhere else.

Commission Statements Are a Nightmare

Every carrier sends data differently. Your team spends days reconciling files, matching producers, and fixing errors.

Hierarchy Headaches

Tracking who reports to whom, commission splits, and override structures across thousands of agents. Spreadsheets can't handle it.

Agents Calling for Status Updates

Your team fields calls all day. "Where's my contract?" "Did you get my E&O?" "What's my commission?" They can't see anything themselves.

Carrier Data Scattered Everywhere

Aetna in one system, Humana in another, United in a spreadsheet. No single view of your book of business.

Manual License Verification

Compliance staff manually check NIPR for every agent's licenses. It takes forever and things slip through the cracks.

What We Build for FMOs

These aren't theoretical features. We've built and deployed these solutions for FMOs managing thousands of agents.

Agent Contracting Portal

Agents complete onboarding through a self-service portal. Personal info, banking, E&O uploads, carrier selections, and e-signatures. Everything flows into Salesforce automatically.

  • ✓ Multi-step guided workflows
  • ✓ Document uploads with validation
  • ✓ E-signatures for carrier contracts
  • ✓ Status tracking for agents

Commission Processing

Carrier commission files imported automatically via MuleSoft. Statements processed, matched to producers, and distributed through your hierarchy. Errors flagged for review.

  • ✓ Automated carrier file imports
  • ✓ Producer matching and validation
  • ✓ Hierarchy-based distribution
  • ✓ Exception handling workflows

Hierarchy Management

Complex downline structures tracked properly. See any agent's upline and downline, active contracts, and production. Roll-ups calculated automatically.

  • ✓ Multi-level hierarchy tracking
  • ✓ Contract status by carrier
  • ✓ Production roll-ups
  • ✓ Override calculations

Agent Self-Service Portal

Agents log in to check contract status, view commission statements, update their information, and submit service requests. Fewer phone calls to your team.

  • ✓ Contract status dashboard
  • ✓ Commission statement access
  • ✓ Service request submission
  • ✓ Passwordless login

Carrier and Industry Integrations

NIPR

Automatic license verification

MuleSoft

Carrier data integration

Sunfire

Medicare quoting and enrollment

Marketing Cloud

Agent and lead communications

What Changes

Before
After
✕ Weeks to onboard agents
✓ Days to onboard agents
✕ Manual commission reconciliation
✓ Automated carrier imports
✕ Agents call for status updates
✓ Agents check portal themselves
✕ Spreadsheet hierarchies
✓ Real-time hierarchy tracking
✕ Manual NIPR lookups
✓ Automatic license verification
✕ Data in multiple systems
✓ Single source of truth in Salesforce
0
Insurance clients
50%
Insurance-focused
2026
Founded

We Only Do Insurance + Salesforce

HipTen works exclusively with insurance organizations. Carriers, MGAs, FMOs, brokerages, and agencies. We understand agent hierarchies, commission structures, contracting workflows, and the compliance requirements you deal with. This isn't a side project for us.

Let's Talk About Your FMO

We'll walk through your current processes and show you how we've solved similar problems for other FMOs. No pitch deck, just a conversation.

Contact Us