Salesforce for Insurance Agencies and Brokers
Your AMS wasn't built for sales. We connect Salesforce to Applied Epic, AMS360, or your AMS so you get a real pipeline, marketing automation, and happy clients.
Talk to Us See How It WorksSound Familiar?
Your AMS Reports Are Useless
Applied Epic and AMS360 have reporting tools, but getting real insights on your pipeline, producer performance, or retention rates? Good luck with that.
No Real Sales Pipeline
Your AMS tracks policies, not opportunities. Producers work deals in spreadsheets, email, and their heads. You have no visibility until it closes or doesn't.
Renewals Sneak Up on You
Policies expire, renewal marketing starts late, and you're scrambling to get quotes back from carriers. There's no systematic process.
Client Communication Is Manual
Birthday emails, policy reminders, cross-sell campaigns. You know you should be doing this, but who has time to send them one by one?
Quotes Live in Email
You request quotes from carriers. They come back via email. They sit in inboxes. Nobody knows which markets have responded without asking around.
Hard to Attract New Producers
Young talent expects modern tools. They take one look at your AMS and wonder if they've time-traveled to 2005. It's hurting recruitment.
The AMS Problem
Applied Epic and AMS360 are great at what they do: policy administration. But they were built decades ago, and they weren't designed for modern sales and marketing.
- Limited customization. You adapt to the software, not the other way around.
- Reporting requires exports to Excel and manual manipulation.
- No real opportunity management or pipeline visibility.
- Integrations with modern tools? Difficult at best.
- The interface hasn't meaningfully changed in years.
Keep Your AMS. Add Salesforce.
We don't replace your AMS. We integrate Salesforce with it. Your AMS handles policy admin. Salesforce handles sales, marketing, service, and the client experience. Data flows both ways.
What We Build for Agencies
These aren't theoretical features. We've built and deployed these solutions for agencies and brokerages across the country.
Sales Pipeline Management
Track every opportunity from first contact to bound policy. See your pipeline by producer, line of business, or stage. Know what's closing this month.
- ✓ Opportunity tracking with stages
- ✓ Producer performance dashboards
- ✓ Quote tracking from carriers
- ✓ Proposal generation
Renewal Management
Automated workflows trigger 120 days before expiration. Market the policy to carriers, track quotes, and keep the client informed throughout.
- ✓ Automated renewal triggers
- ✓ Carrier submission tracking
- ✓ Quote comparison tools
- ✓ Client communication templates
Marketing Automation
Birthday emails, policy anniversaries, cross-sell campaigns, renewal reminders. Set them up once and let them run. Your clients feel the attention without the manual work.
- ✓ Drip campaigns for prospects
- ✓ Policy anniversary touchpoints
- ✓ Cross-sell recommendations
- ✓ Renewal reminder sequences
Client Portal
Your clients log in to view their policies, download certificates of insurance, report claims, and submit service requests. Fewer phone calls. Happier clients.
- ✓ Policy and coverage details
- ✓ COI generation on demand
- ✓ Claims reporting
- ✓ Service request submission
Meeting Notes & Activity Tracking
Log calls, meetings, and emails against the right account. Capture notes and action items. When a producer leaves, their relationships don't walk out the door.
- ✓ Call and meeting logging
- ✓ Email integration
- ✓ Task assignment and follow-ups
- ✓ Complete client history
Carrier Appetite Intelligence
Know which carriers will write which risks. When a producer enters opportunity details, surface the right markets to approach. Stop wasting time on carriers who won't quote.
- ✓ Carrier appetite database
- ✓ Risk-based market matching
- ✓ Submission history tracking
- ✓ Hit ratio by carrier
Integrations That Matter
Applied Epic
Bi-directional data sync
AMS360
WSAPI and OData integration
Marketing Cloud
Automated client communications
DocuSign
E-signatures for applications
What Changes
We Only Do Insurance + Salesforce
HipTen works exclusively with insurance organizations. Carriers, MGAs, FMOs, brokerages, and agencies. We understand the difference between an AMS and a CRM, why renewals matter more than new business, and the pain of working with decades-old software. This isn't a side project for us.
Let's Talk About Your Agency
We'll walk through your current setup and show you how we've helped other agencies modernize without replacing their AMS. No pitch deck, just a conversation.
Contact Us