We Build Titan Portals for Insurance Organizations
Agent onboarding, document collection, e-signatures, and self-service - all connected to Salesforce.
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Email Back and Forth
Chasing agents for documents via email. Attachments get lost. Versions get confused. Nothing is tracked properly.
Wet Signatures Required
Printing, signing, scanning, emailing. Carrier contracts and authorization forms take days instead of minutes.
Slow Agent Onboarding
New agents wait weeks to get contracted. Every delay is lost production and a frustrated recruit.
Double Data Entry
Staff re-type information from forms into Salesforce. Mistakes happen. Time gets wasted.
Staff Overhead
You need more people just to manage paperwork. Onboarding coordinators spend all day on manual tasks.
Poor Agent Experience
Agents deal with clunky processes, unclear status updates, and no self-service options. First impressions matter.
The Titan Platform
Titan runs natively on Salesforce. Forms, portals, documents, and e-signatures - all connected to your CRM data in real time.
TitanDocs
Generate documents from Salesforce data. Contracts, letters, and forms populated automatically.
- ✓ Merge Salesforce fields into templates
- ✓ PDF and Word output
- ✓ Bulk document generation
TitanWeb
Build agent and customer portals connected directly to Salesforce. Self-service without the development time.
- ✓ Agent onboarding portals
- ✓ Document upload & collection
- ✓ Self-service dashboards
- ✓ Multi-step workflows
TitanSign
E-signatures integrated with Salesforce. Carrier contracts, authorization forms, and agreements signed in minutes.
- ✓ Legally binding e-signatures
- ✓ Embedded in portal workflows
- ✓ Audit trail in Salesforce
Built for Insurance Workflows
Agent Onboarding
Collect personal information, background questions, banking details, and certifications through a guided portal experience.
E&O Certificate Collection
Agents upload their E&O certificates annually. Automatic reminders, validation, and storage in Salesforce.
Carrier Contract Signing
Agents review and e-sign carrier agreements. Authorization forms, compliance documents, and contracts - all tracked.
Agent Self-Service Portal
Agents check their contracting status, update information, view commission statements, and access resources.
Service Request Forms
Agents submit requests - address changes, commission inquiries, appointment questions - directly into Salesforce cases.
Passwordless Access
Agents don't need to remember passwords. They log in with a one-time code sent to their email - no credentials to manage.
W9 Generation & Signing
W9 forms are generated from portal data and signed electronically as part of the onboarding flow. No separate steps.
Combine with HipTen's NIPR Integration
When an agent enters their NPN in the portal, their state licenses are automatically downloaded from NIPR and stored in Salesforce. No manual lookups. No waiting for compliance to verify credentials.
Learn more about our NIPR integration →What Changes For Your Team
Real Results
Results from a HipTen Titan implementation for a personal lines carrier
We Know Insurance + Salesforce
HipTen works exclusively with insurance organizations. Carriers, MGAs, FMOs, brokerages, and agencies. We understand agent onboarding, contracting workflows, and the compliance requirements you deal with. Titan implementations are part of what we do.
Ready to Build Your Agent Portal?
Let's talk about your onboarding process. We'll map out how Titan can automate your workflows and connect everything to Salesforce.
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