Our project process.
We run implementation projects with clear requirements, transparent progress, and open communication throughout. Here's how we work with insurance organizations.
We're the Conductor
A Salesforce project is like an orchestra. You've got a lot of players: your team, Salesforce, your AMS or policy admin system, integration vendors, phone systems. Somebody needs to make sure everyone comes in at the right time. That's us.
We act as the conductor, keeping everyone in sync. You get one point of contact who manages the whole project. And when it all comes together? The audience applauds the orchestra, not the conductor. We're here to make you look good.
One Point of Contact
We coordinate with all vendors and stakeholders so you don't have to chase people down.
Your Team
Salesforce
AMS/Policy Admin
Integration Vendors
Phone System
IT Team
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.
The Development Lifecycle
Every feature goes through the same process. No shortcuts, no surprises. Here's how we build.
Requirements & User Stories
We determine exactly what you need and write user stories that describe the functionality. You approve each one before we start building.
Build in Dev Sandbox
Our team builds the functionality in a development sandbox. This is a safe environment where we can work without affecting your live system.
Peer Review
The project lead reviews the build before releasing it to UAT. A second set of eyes helps catch issues early.
User Testing in UAT
Your team tests the functionality in a UAT sandbox. Real users validate that it works the way you need it to before it goes live.
Deploy to Production
After you approve, we deploy to production and complete any training for your team. The feature is now live.
Repeat the Cycle
We move to the next set of user stories and start the cycle again. Continuous delivery keeps the project moving forward.
Full Project Transparency
You'll always know where your project stands. No black boxes, no waiting until the end to see if it worked.
Weekly Status Reports
Every week you get a report showing project health, remaining budget, completed tasks, hours logged, risks, and any change requests. No guessing.
Regular Check-Ins
Weekly project meetings via video conference. We review progress, demo functionality, and discuss any blockers or decisions that need your input.
Shared Documentation
All project documents live in a shared Google Drive. User stories, meeting notes, and decision logs are always accessible to your team.
Change Control
Scope changes happen. We document them, assess the impact on timeline and budget, and get your approval before any out-of-scope work begins.
What's Included
Every project comes with these elements.
Dedicated Project Manager
One person owns your project from kickoff to go-live.
User Story Documentation
Every requirement documented and approved before building.
Dev & UAT Sandboxes
Separate environments for building and testing.
Weekly Reports
Project health, budget, tasks, and risks delivered weekly.
End-User Training
Your team is trained before go-live.
Project Portal
Track progress, review user stories, and submit feedback.
AI Meeting Notes
Every meeting recorded and transcribed automatically.
Certified Professionals
Salesforce-certified consultants and developers.
Scheduled Meetings
Regular cadence of project meetings and demos.
We Only Do Insurance + Salesforce
HipTen works exclusively with insurance organizations. Carriers, MGAs, TPAs, FMOs, brokerages, and agencies. We've run hundreds of projects and we know what works. This isn't a side project for us.
Ready to start a project?
Tell us what you're trying to accomplish and we'll put together a plan. No commitment, just a conversation about what's possible.