Financial Services Cloud for Insurance
The industry-specific Salesforce platform built for financial services. We've implemented FSC for carriers, MGAs, FMOs, brokerages, and agencies across the country.
Contact Us Explore FeaturesWhat is Financial Services Cloud?
Financial Services Cloud (FSC) is Salesforce built specifically for insurance. Instead of starting with a blank CRM and customizing everything yourself, FSC comes with the building blocks already in place: households, policies, and the relationships between them.
Household Model
Policy Tracking
Action Plans
Rollup Summaries
Key FSC Capabilities
Financial Services Cloud comes packed with features that matter for insurance operations. Here's what you get out of the box.
Action Plans
Define step-by-step workflows for onboarding, renewals, claims, or any process. Tasks auto-generate and assign to the right people at the right time.
Rollup Summaries
Aggregate data at the household, account, or any relationship level. See total premium, policy count, or any metric rolled up automatically.
Relationship Management
Model complex relationships between individuals, households, accounts, and organizations. Track who's connected to whom and how.
Interaction Summaries
Capture and track every client touchpoint. Log calls, meetings, and emails with structured data that's searchable and reportable.
Financial Accounts
Track policies, coverage, and financial products with purpose-built objects. Link them to the right contacts and accounts automatically.
Document Tracking
Manage documents with compliance in mind. Track what's been sent, received, and signed. Know what's missing at a glance.
Compliant Data Sharing
Control who sees what with enterprise-grade sharing rules. Meet regulatory requirements while keeping teams productive.
Analytics & Dashboards
Pre-built reports and dashboards designed for insurance. See book of business, pipeline, retention, and production at a glance.
Milestones
Track key events in the customer lifecycle. From prospect to onboarding to long-term client, see where each organization stands and what's coming next.
FSC for Every Insurance Organization
We've implemented Financial Services Cloud across the insurance industry. Here's how different organizations use it.
Carriers, MGAs & MGUs
Track appointed agents and agencies with FSC's relationship model. Use Action Plans for onboarding workflows. Roll up production and premium at the agency and regional level. Manage distribution relationships at scale.
FMOs, IMOs & NMOs
Model complex agent hierarchies and commission structures. Track contracting status across carriers. Use rollups to calculate overrides and production bonuses. Give agents portal access to their own data.
Agencies & Brokerages
Manage client households and their policies in one place. Track renewals with Action Plans that trigger at the right time. See total premium per household. Log every interaction for compliance and continuity.
TPAs & Service Organizations
Handle claims and service requests with case management built on FSC. Track documents and compliance requirements. Use interaction summaries to maintain complete client history.
Why FSC Over Sales Cloud?
Purpose-Built Data Model
FSC's objects and relationships are designed for financial services. You're not forcing insurance concepts into generic CRM fields.
Household-Centric View
Insurance is about households, not just individuals. FSC makes it easy to see the full picture and cross-sell appropriately.
Compliance Ready
Built-in features for data sharing, audit trails, and document management help you meet regulatory requirements.
We Only Do Insurance + Salesforce
HipTen works exclusively with insurance organizations. We understand FSC's capabilities and limitations, and we know how to make it work for carriers, MGAs, FMOs, brokerages, and agencies. This isn't a side project for us.
Ready to Implement FSC?
Whether you're starting fresh or migrating from Sales Cloud, we'll help you get Financial Services Cloud configured for your insurance operations.
Contact Us