Helping insurance firms like you elevate your entire customer experience by leveraging the power of Salesforce CRM

A Workers Compensation insurance carrier sought to streamline its agent licensure processes and partnered with HipTen to achieve this. Through Salesforce-to-Salesforce integration with AgentSync, HipTen automated and synchronized agent records, eliminating the need for manual data entry. The results included automated creation of appointments, agent licenses, and records, all while maintaining data integrity, leading to a more efficient and accurate agent licensure process

A specialist insurance agency catering to the trucking industry sought the expertise of HipTen to overcome challenges in customizing Salesforce Sales Cloud. HipTen's intervention streamlined integration with Veruna AMS, resolving delays and cost overruns. The result was a remarkable 600% growth in business, with complete visibility into operations and improved service delivery facilitated by Salesforce Cases, ensuring customer satisfaction and efficiency.

A Medicare Advantage-focused company sought to enhance its call center operations and partnered with HipTen to achieve this goal. Leveraging Salesforce and strategic integrations with AgentSync, Sunfire, Five9, Balto, Rightway, Workato, and CCC, HipTen enabled the call center to efficiently scale from 20 to over 200 agents. The results included automated customer data capture through Sunfire integration, streamlined agent licensing processes, and improved customer onboarding procedures, all contributing to a more efficient and compliant call center operation.

A prominent insurance brokerage sought HipTen's expertise to enhance its marketing operations. With Salesforce products like Sales Cloud, Pardot, and Salesforce Engage, HipTen enabled the company to quantify marketing impact, gain real-time insights, and streamline lead generation. This ongoing partnership has empowered the brokerage with data-driven decision-making capabilities, ultimately enhancing its marketing performance in the competitive insurance industry.

A company specializing in employee benefits and risk management services enlisted HipTen's expertise to address their commission forecasting needs. HipTen designed a tailor-made Salesforce solution that automates the prediction of carrier commissions associated with various benefit policies. This custom solution has significantly improved the company's financial transparency and revenue tracking capabilities, ensuring a more streamlined and efficient operation.

A Medicare Advantage-focused company sought to enhance its call center operations and partnered with HipTen to achieve this goal. Leveraging Salesforce and strategic integrations with AgentSync, Sunfire, Five9, Balto, Rightway, Workato, and CCC, HipTen enabled the call center to efficiently scale from 20 to over 200 agents. The results included automated customer data capture through Sunfire integration, streamlined agent licensing processes, and improved customer onboarding procedures, all contributing to a more efficient and compliant call center operation.

A specialist insurance agency catering to the trucking industry sought the expertise of HipTen to overcome challenges in customizing Salesforce Sales Cloud. HipTen's intervention streamlined integration with Veruna AMS, resolving delays and cost overruns. The result was a remarkable 600% growth in business, with complete visibility into operations and improved service delivery facilitated by Salesforce Cases, ensuring customer satisfaction and efficiency

HipTen has been in the process of transitioning the team of one of the nation’s largest medicare focused national field marketing organizations (FMOs) off of an internally developed AMS to a more modern and scalable tech stack, which includes Salesforce and AgenctSync. HipTen leveraged Salesforce’s FSC data model to track the FMO’s complex agency hierarchy requirements, including an agency’s current and previous uplines and downlines. Experience Cloud, coupled with AgentSync, is used to streamline and expedite the agency’s onboarding and contracting processes.

A Workers Compensation insurance carrier sought to streamline its agent licensure processes and partnered with HipTen to achieve this. Through Salesforce-to-Salesforce integration with AgentSync, HipTen automated and synchronized agent records, eliminating the need for manual data entry. The results included automated creation of appointments, agent licenses, and records, all while maintaining data integrity, leading to a more efficient and accurate agent licensure process.

An insurance carrier specializing in Life and Medicare Supplement Insurance partnered with HipTen to accelerate its distribution channel growth. HipTen's expertise streamlined agent onboarding and integrated legacy systems seamlessly with AgentSync. The results were transformative, including the redesign and automation of onboarding processes, the creation of a user-friendly self-service portal for distribution partners, and the establishment of a solid foundation for future growth and expansion.