Salesforce, built the way insurance needs it
We implement Salesforce exclusively for insurance organizations. Carriers, MGAs, FMOs, brokerages, and agencies. That's all we do.
Insurance is not one of our verticals, it's our sole focus.
Most Salesforce partners do a bit of everything. We do one thing.
Insurance only
We don't do retail, manufacturing, or banking. 100% of our work is insurance. We know your terminology, workflows, and systems.
75+ implementations
From first Salesforce implementation to complex integrations with policy admin systems, we've done it. The patterns are familiar.
Certified team
All technical staff are certified Salesforce professionals. Admins, developers, and architects who understand the platform.
Built for every part of the distribution chain.
Each segment has unique challenges. We've built solutions for all of them.
Carriers, MGAs & MGUs
Policy administration integration, distribution management, submissions workflows, and a 360-degree view of your customers.
- ✓ Policy admin system integration
- ✓ Agent and agency management
- ✓ Submissions and underwriting
- ✓ NIPR license verification
FMOs, IMOs & NMOs
Agent contracting, commission processing, carrier integrations, and self-service portals for your downline.
- ✓ Agent contracting portal
- ✓ Commission processing
- ✓ Hierarchy management
- ✓ Agent self-service
Agencies & Brokerages
Your AMS wasn't built for sales. We connect Salesforce to Applied Epic or AMS360 so you get a real pipeline and marketing automation.
- ✓ AMS integration
- ✓ Sales pipeline management
- ✓ Renewal workflows
- ✓ Client portal
Don't take our word for it.
Real feedback from the insurance professionals we work with.
The VP of Sales is ecstatic about the recent Salesforce changes. He has been trying for 10 years to understand who is contributing to the top of the funnel, which campaign is attributed to each sale. Finally solved!
The execution level of HipTen has been excellent. There hasn't been a qualm on there.
You're saying all the right things. That's exactly the partner that I would like to have in this process.
I cannot say anything remotely negative about HipTen. They have been incredible this entire process.
Anytime people ask me how I know something about Salesforce, I tell them my mentor at HipTen taught me everything. That is my verbatim response.
A Salesforce implementation of our dreams. I can't wait. Now I'm excited.
We enjoy working with HipTen. I feel like you guys understand our business model very well.
These guys are doing a great job. They understand it. They know how to do it. They are very committed and driven towards building this thing and getting it right.
I think we have a good partner to work on this stuff with.
It went really, really well. They were excited about all the changes. My onboarding staff loved it and then the RSMs loved it too.
I don't necessarily think that we could have done it as cleanly without the immense amount of attention to detail that you brought to this project.
This team really does this for a living. That's not what the other provider does for a living. So are we sure that's who we want to go with for our particular use case?
My biggest claim to fame when it comes to anything around Salesforce is that I found Laurence, and I will die on that hill.
We really appreciate you guys. You did a great job. We are really happy with the end result.
Can we just keep Keegan forever, please? She is amazing to work with.
You and your team always get stuff done. That's why I'm slightly hesitant to hand things over to other people because not everybody has a sense of urgency around certain things.
I think you guys have done an awesome job on it. And I think that we're at like 99% certainty that everything goes well.
The Salesforce activity model they designed is now helping inform how we need to rethink workflows across our broader organization.
If you go back to the start of all this... we hit it, man. It was a home run. And everybody was just begging to start working with HipTen. I want everything we do together to go just as well.
I literally could not have done that without all of your guidance and all of the effort that you guys put in.
This process will allow us to scale further than operationally we actually can, which is good.
I think honestly our business partners on this project are great. They're there, they're engaged, they're involved. I don't ever remember a time that we were sitting around waiting for them to complete something for us.
Couldn't be happier to have a chance to still be working with y'all.
I feel much more comfortable with you guys taking a project and building it from the ground up than fixing someone that clearly has no idea what we do.
When you talk stories, features, user acceptance, sprint planning, that's a language I do speak. What I felt like I was getting from the other provider is 'we're going to do all of it and basically bill you accordingly.' That doesn't work for me.
You did a good job of tracking everything. From a weekly status, it was very easy to follow and manage and walk through.
No, everything has been great. Everybody has been lovely and attentive and has resolved things in a timely manner and been very communicative.
Everyone that I've talked to about you all has spoken really highly.
You and the team have done an awesome job, and I think it's going to be super beneficial to our team.
I've been surprised. We've only soft launched the service portal and I'm hearing the feedback like every other day.
You see the bones of what we need, and I think that your team can build it out nicely. It's impressive and smooth.
Two ways to engage.
Whether you need a full implementation or ongoing support, we have a model that fits.
New implementations and integrations
Defined scope, transparent progress, clear requirements. We run projects with the discipline that insurance organizations expect.
See our process Managed ServicesOngoing Salesforce support, no hires required
We handle administration, enhancements, and user support so your team can stay focused on insurance, not the platform.
See what's includedThe projects we get asked about most.
If any of these sound familiar, we've solved it before.
First Salesforce Implementation
You've decided on Salesforce but need a partner who understands insurance to get it right the first time.
Fix a Broken Implementation
Your current Salesforce setup isn't working. Low adoption, messy data, or workflows that don't match how you actually operate.
Integration with Core Systems
Connect Salesforce to your policy admin system, AMS, phone system, or other insurance platforms.
Agent or Customer Portal
Self-service portals for agents and policyholders, built on Salesforce Experience Cloud.
Marketing Automation
Marketing Cloud or Pardot for client communications, renewals, and cross-sell campaigns.
Security Audit
Review your Salesforce security settings, user permissions, and data access to spot risks before auditors do.
Real outcomes, anonymous clients.
We work in financial services, where client data is highly sensitive. Our clients prefer to stay anonymous. Get in touch if you'd like to hear more about any of these projects.
Workers Comp Carrier Automates Agent Licensing
A workers compensation carrier needed to streamline their agent licensure process. We built a Salesforce-to-Salesforce integration with AgentSync to automate agent records synchronization and eliminate manual data entry across systems.
Trucking Insurance Agency Achieves 600% Growth
A specialist insurance agency focused on the trucking industry needed better operational visibility. We customized Salesforce Sales Cloud and integrated it with their Veruna AMS for a complete view of their business.
Medicare Agency Scales Call Center from 20 to 200+ Agents
A Medicare Advantage-focused company needed to scale their call center operations rapidly. We implemented Salesforce with multiple integrations to support growth from a small team to a large-scale operation.
National FMO Transitions from Legacy System to Salesforce FSC
A national FMO needed to move off a home-built legacy system. We migrated them to Salesforce Financial Services Cloud and built a TitanWeb agent portal integrated with AgentSync.
FMO Cuts Commission Processing from 4 Hours to 45 Minutes
An FMO was spending 4 hours per carrier processing commissions in AgencyBloc. We moved them to Salesforce FSC, built an agent onboarding portal, and automated commission calculations.
Top 100 Broker Migrates from TechCanary to Sales Cloud
A Top 100 broker needed to get off TechCanary before their renewal deadline. We migrated them to Sales Cloud and connected it to AMS360 via MuleSoft in time.
Ready to talk?
Tell us about your organization and what you're trying to accomplish. We'll have a real conversation, not a sales pitch.