Moving from HubSpot to Salesforce? We Do This for Insurance Companies.
You've decided Salesforce is the right platform for your insurance operation. We handle the migration, the data, the integrations, and the configuration. Built by a team that only works with insurance.
Talk to Us See What's InvolvedWhy Insurance Companies Choose Salesforce
These are the reasons we hear most often from insurance organizations making the move. It's not about what's wrong with your current system. It's about what becomes possible.
The Industry Builds on Salesforce
Applied Epic connectors, Vertafore integrations, carrier management tools, NIPR license verification. The insurance AppExchange ecosystem exists on Salesforce, and Financial Services Cloud gives you a data model designed for policies, households, and coverage.
Built for Regulatory Scrutiny
Field-level encryption, audit trails, field history tracking, Shield Platform Encryption, and event monitoring. When a DOI examiner shows up, you can show exactly who accessed what, when, and what changed.
APIs and Custom Logic When You Need Them
REST, SOAP, Bulk, and Streaming APIs. Apex for custom business logic. Salesforce DX for CI/CD. Platform Events for real-time connections to your policy admin, rating engines, or anything else with an API.
Reporting That Actually Works for Insurance
Cross-object reporting across accounts, policies, and opportunities. Forecast by renewal date instead of close date. Dashboards that show book of business health, retention rates, and producer performance without exporting to Excel.
Scale Without Losing Control
Multi-entity management for holding companies. Role hierarchies and territory management for distribution teams. Sharing rules that keep data where it belongs. Experience Cloud portals for producers and policyholders.
Your Carriers and Partners Are Already There
Most carriers run Salesforce. Your integration partners build for it. The talent pool is deep, training programs are mature, and the platform isn't going anywhere. You're joining the standard, not betting on an outlier.
What the Move Gets You
This isn't about replacing something that's broken. It's about moving to a platform that was built for the complexity insurance operations actually have.
Insurance-Specific Data Model
Policies, claims, coverages, and households as native objects, not custom workarounds.
AppExchange Insurance Packages
Pre-built connectors for Applied Epic, Vertafore, NIPR, and carrier systems.
Field-Level Audit Trails
Track every change to every field. Show regulators exactly what happened and when.
Cross-Object Reporting
Report across accounts, policies, opportunities, and cases in a single view.
Custom Automation with Apex
Business logic that matches how insurance actually works, not what a template allows.
Producer and Policyholder Portals
Experience Cloud sites for self-service, submissions, and account management.
Enterprise API Layer
REST, SOAP, Bulk, and Streaming APIs that connect to anything.
Territory and Role Management
Structure data access by region, line of business, or entity.
We Only Do Insurance + Salesforce
HipTen works exclusively with insurance organizations. Carriers, MGAs, FMOs, brokerages, and agencies. We've migrated companies from HubSpot, Zoho, spreadsheets, and homegrown systems. We know what data matters, how to map it, and how to get your team productive on day one. This isn't a side project for us.
Ready to Make the Move?
We'll walk through your current HubSpot setup, talk through what matters for your migration, and show you how we've handled this for other insurance companies. No pitch deck, just a conversation.
Contact Us