Automate Agent Licensing & Compliance in Salesforce
Enter an NPN. Get instant license verification, carrier appointments, and automatic daily updates. No more manual license report requests or spreadsheet tracking.
Schedule a DemoAgent Onboarding Is Painful
For carriers and MGAs contracting with agents, verifying licenses and maintaining compliance takes too much manual effort.
Manual License Requests
Someone has to request license reports from NIPR, download PDFs, and manually enter the data into your systems.
Stale License Data
License statuses change. Appointments expire. By the time you check, an agent may no longer be authorized to sell.
Slow Agent Onboarding
New agents wait days while compliance verifies their licenses manually. Productivity suffers and agents get frustrated.
Compliance Risk
Expired licenses slip through. Missing appointments go unnoticed. You find out when regulators do.
Spreadsheet Chaos
License data lives in spreadsheets that are outdated before they are finished. No single source of truth.
No Expiration Alerts
Licenses expire without warning. Nobody tracks renewal dates systematically, so things fall through the cracks.
One NPN. Complete License Data.
Our NIPR integration connects directly to the National Insurance Producer Registry. Enter an NPN and Salesforce handles the rest.
Enter NPN
On any Contact, Account, or Lead
NIPR API
Automatic lookup & sync
Salesforce
Securely stored licenses, appointments, LOAs
How It Works
Enter an NPN once. The integration validates, downloads, and keeps everything current automatically.
Instant Validation
NPN is verified against NIPR in real-time. Invalid numbers are flagged immediately.
License Download
All state licenses, lines of authority, and effective dates populate automatically.
Appointment Sync
Carrier appointments are pulled in, so you know exactly who the agent can write business with.
Daily Updates
Each day, NIPR data refreshes. License changes, new appointments, expirations - all captured automatically.
What Changes for Your Team
Replace manual processes with automation. Get accurate data without the busywork.
Faster Agent Onboarding
Agents go from applied to verified in hours, not weeks. License data populates the moment you enter their NPN.
Stay Compliant
Expired licenses are flagged automatically. Set up Salesforce alerts before renewals are due.
Curated Carrier Lists
Show agents only the carriers they can actually sell for based on their licenses and lines of authority. No guesswork.
Single Source of Truth
One Producer record holds all license data, linked to every Contact or Account that shares that NPN.
Bulk Import Ready
Onboarding 500 agents? Import them all at once. The system handles duplicates and processes NPNs in batches.
SSN Protection
Only the last 4 digits of an agent's SSN display by default. Full SSN access requires explicit permission.
Manual vs. Automated
See what changes when NIPR data flows directly into Salesforce.
What Gets Synced
Producer data from NIPR, organized in Salesforce objects.
Producer
NPN, name, type, SSN
Licenses
State, class, status, dates
Lines of Authority
Products authorized to sell
Carrier Appointments
Active carrier relationships
Contact Info
Address, phone
All sensitive data is protected by Salesforce's enterprise security model, including encryption, field-level permissions, and audit trails.
We Know Insurance + Salesforce
HipTen works exclusively with insurance organizations. Carriers, MGAs, brokerages, agencies. We understand your data, your workflows, and the systems you rely on. NIPR integrations are part of what we do.
Ready to Automate License Management?
Let's talk about your agent onboarding process. We'll show you how the integration works and scope what it takes to connect NIPR to your Salesforce.
Schedule a Consultation