Your Salesforce team on demand.
Ongoing Salesforce support without hiring full-time staff. We handle administration, enhancements, and user support so your team can focus on selling insurance.
An Extension of Your Team
Most insurance organizations don't need a full-time Salesforce admin. But they still need someone who knows the platform, understands insurance workflows, and can make changes without breaking things. That's where we come in.
No Hiring Required
Insurance Expertise
Predictable Costs
Faster Response
Certified Admins
Always Available
Dedicated Resources
A team that knows your system and your business, not a rotating cast of strangers.
Happiness Guarantee
30-Day Money-Back Guarantee
We stand behind our work. If you're not completely satisfied within the first 30 days of working with our team, we'll give you a full refund. No questions asked.
How Requests Get Handled
Submit a request and we take it from there. Simple process, fast turnaround.
Submit Request
Email us or log a ticket in our portal. Describe what you need and we'll take it from there.
Triage & Estimate
We review the request, clarify any questions, and let you know the effort involved.
Build & Peer Review
Our team builds the solution in a sandbox. A second set of eyes reviews before releasing to UAT.
Your Team Tests
You test the changes in UAT to make sure everything works the way you expect.
Deploy to Production
After you approve, we deploy to production. You get notified when it's live.
Confirm & Close
We verify everything is working in production and close out the request.
Stay in the Loop
You'll always know what's happening with your Salesforce system. No black boxes, no surprises.
Monthly Status Reports
Every month you get a summary of completed requests, hours used, upcoming Salesforce releases, and recommendations for your system.
Direct Access
Email, Slack, Teams, or live meetings. Reach us the way that works for you. No call centers, no ticket queues that go nowhere.
Response Time SLAs
Critical issues get same-day response. Standard requests get acknowledged within one business day. You won't be left waiting.
Request Tracking
Every request is logged and tracked. You can see status updates anytime in our client portal.
What's Included
Everything you need to keep Salesforce running smoothly.
System Administration
Custom Development
User Support
Reports & Dashboards
Release Management
Security Reviews
Integration Support
Documentation
Data Imports
Common Requests We Handle
Here's a sample of what clients ask us to do every month.
New User Onboarding
"We hired three new producers. Can you set them up with the right profiles, queues, and territories?"
Report Building
"I need a report showing all policies expiring in the next 90 days grouped by producer."
Workflow Automation
"When a claim reaches $50K, I want the account manager and VP to get notified automatically."
Integration Troubleshooting
"Our policy data sync stopped working last night. Can you figure out what happened?"
Custom Fields
"We need to track carrier appetite by state. Can you add that to our carrier records?"
Training Support
"Our CSRs are struggling with the renewal process. Can you do a refresher session?"
We Only Do Insurance + Salesforce
HipTen works exclusively with insurance organizations. Carriers, MGAs, TPAs, FMOs, brokerages, and agencies. We understand your workflows, your compliance requirements, and your terminology. This isn't a side gig for us.
Ready for ongoing support?
Tell us about your Salesforce environment and we'll put together a managed services plan that fits your needs and budget.