NIPR Integration for Salesforce
Enter an NPN. Get instant license verification, carrier appointments, and automatic daily updates. No more manual license report requests or spreadsheet tracking.
Agent Onboarding Is Painful
Manual License Requests
Staff must request NIPR reports, download PDFs, and manually input data.
Stale License Data
License statuses and appointments change without systematic tracking.
Slow Agent Onboarding
Manual verification delays new agent productivity.
Compliance Risk
Expired licenses and missing appointments go undetected.
Spreadsheet Chaos
License data lacks centralization and currency.
No Expiration Alerts
Renewal dates aren't systematically monitored.
One NPN. Complete License Data.
Enter an NPN, the NIPR API handles automatic lookup and sync, and Salesforce stores it securely.
Enter NPN
Type the National Producer Number into Salesforce.
NIPR API
Automatic lookup and sync of license data.
Salesforce
Secure storage with daily updates.
How It Works
Instant Validation
Real-time NPN verification against NIPR.
License Download
State licenses, lines of authority, and dates populate automatically.
Appointment Sync
Carrier appointments pulled in automatically.
Daily Updates
NIPR data refreshes each day for changes and expirations.
What Changes for Your Team
Faster Agent Onboarding
Hours instead of weeks.
Automatic Expiration Flagging
Stay compliant without manual tracking.
Curated Carrier Lists
Based on actual authorizations.
Single Source of Truth
Everything lives in Salesforce.
Bulk Import
Load multiple producers at once.
SSN Protection
Last 4 digits displayed by default.
Before HipTen + NIPR vs. after.
|
Compare
| Manual workflow Without integration | Automated With HipTen + NIPR |
|---|---|---|
| License updates | Manual license downloads | Automatic license downloads |
| Data entry | Re-typing from PDFs | Automatic population |
| Frequency | Periodic updates | Daily updates |
| Tracking | Spreadsheets | Salesforce centralization |
| Appointments | Guessing at status | Instant appointment visibility |
| Expirations | Missed expirations | Automatic expiration alerts |
| Producer records | Duplicates everywhere | Single source of truth |
Manual workflow
Without integration
Automated
With HipTen + NIPR
License updates
Data entry
Frequency
Tracking
Appointments
Expirations
Producer records
Data Objects Synced
Producer
NPN, name, type, SSN (masked)
Licenses
State, class, status, effective and expiration dates
Lines of Authority
Products authorized for sale
Carrier Appointments
Active carrier relationships
Contact Info
Address, phone
We Know Insurance + Salesforce
0
Insurance clients served
50%
Insurance-focused
2026
Founded
Ready to automate license management?
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