Marketing Cloud for Insurance
We implement all three Marketing Cloud platforms. Whether you need B2C journeys, B2B lead nurturing, or AI-powered campaigns, we've done it for insurance organizations like yours.
Talk to Us See the PlatformsThree Platforms. One Partner.
Salesforce Marketing Cloud is actually three different products. Each serves a different purpose. We implement all of them.
Marketing Cloud Engagement
The enterprise platform for high-volume consumer communications. Journey Builder, email, SMS, push notifications, and advertising.
- ✓ Journey Builder for policyholder journeys
- ✓ Email Studio for mass communications
- ✓ Mobile Studio for SMS and push
- ✓ Advertising Studio for retargeting
- ✓ Einstein AI for send time optimization
Marketing Cloud Account Engagement
Built for B2B lead generation and nurturing. Scoring, grading, and sales alignment. If you're marketing to brokers or commercial accounts, this is it.
- ✓ Lead scoring and grading
- ✓ Engagement Studio automation
- ✓ Sales Cloud integration
- ✓ ROI reporting and attribution
- ✓ Landing pages and forms
Marketing Cloud Growth & Advanced
The newest addition to the family. Built natively on Salesforce Data Cloud with AI at its core. Unified data, smarter segmentation, and simpler setup.
- ✓ Native Data Cloud integration
- ✓ Einstein AI segmentation
- ✓ Unified customer profiles
- ✓ Flow-based campaign builder
- ✓ Real-time personalization
Insurance Marketing Automation
These are the campaigns and automations we build for carriers, MGAs, brokerages, and agencies every day.
Renewal Campaigns
Automated touchpoints starting 90 days out. Keep policyholders engaged and reduce lapse rates without manual effort.
Onboarding Journeys
Welcome new policyholders with the right information at the right time. Set expectations and reduce early cancellations.
Producer Recruitment
Nurture prospective agents and brokers through appointment. Track engagement and prioritize outreach.
Cross-Sell & Upsell
Identify coverage gaps and recommend additional products. Increase wallet share with targeted offers.
Claims Communication
Keep claimants informed throughout the process. Automated status updates reduce inbound calls.
Quote Follow-Up
Prospects who don't buy immediately aren't lost. Automated follow-up converts more quotes to bound policies.
Marketing Cloud Is Powerful. Implementation Is Hard.
The platform can do almost anything. The challenge is getting it configured correctly for insurance workflows.
- Data architecture requires understanding both Salesforce and insurance operations.
- Journey logic needs to account for policy terms, renewal dates, and coverage types.
- Compliance requirements like TCPA and state-specific regulations must be built in.
- Integration with policy admin systems requires someone who's done it before.
- Generic implementations miss insurance-specific use cases entirely.
We've Configured This Before
We've built Marketing Cloud implementations for carriers, MGAs, TPAs, and agencies. We understand the difference between a policyholder journey and a producer journey. We know how to structure data for renewal campaigns. We've integrated with Applied Epic, Guidewire, Duck Creek, and dozens of other systems. This isn't our first time.
What We Deliver
Full-service Marketing Cloud implementation and optimization for insurance organizations.
New Implementations
Greenfield deployments of any Marketing Cloud product. Data architecture, integration, journey design, and training.
- ✓ Platform selection guidance
- ✓ Data model design
- ✓ Integration with core systems
- ✓ Initial campaign builds
Optimization & Fixes
Existing implementation not performing? We audit, identify issues, and fix them. No need to start over.
- ✓ Performance audits
- ✓ Deliverability improvements
- ✓ Journey optimization
- ✓ Data hygiene cleanup
Integration Services
Connect Marketing Cloud to your policy admin system, AMS, or custom applications. Bi-directional data sync.
- ✓ Sales Cloud connector setup
- ✓ Policy system integration
- ✓ Data Cloud configuration
- ✓ API development
Training & Support
Your team needs to own this long-term. We train marketers on the platform and provide ongoing support.
- ✓ Role-based training
- ✓ Documentation and playbooks
- ✓ Managed services options
- ✓ Ongoing advisory
Insurance + Salesforce. That's All We Do.
HipTen works exclusively with insurance organizations. Carriers, MGAs, TPAs, FMOs, brokerages, and agencies. We've implemented Marketing Cloud Engagement, Account Engagement, and Growth for insurance companies across the country. We understand policy lifecycles, producer relationships, and compliance requirements. This specialization means faster implementations and fewer mistakes.
Let's Talk Marketing Cloud
Whether you're evaluating platforms, starting fresh, or fixing an existing implementation, we can help. No sales pitch, just a conversation about what you're trying to accomplish.
Contact Us