SunFire to Salesforce
Stop the double entry. Get real-time enrollment data flowing directly into your CRM.
Sound Familiar?
Double Data Entry
Information entered twice: once in SunFire, again in Salesforce, wasting time and creating errors.
No Visibility Into Enrollments
You find out about completed enrollments hours or days later. By then, the follow-up window has passed.
Manual Follow-Up
Staff must remember to check saved applications. Items slip through the cracks.
Tracking Agent Performance
Requires logging into multiple systems and stitching data together manually.
Data Entry Mistakes
Human re-typing causes wrong phone numbers, misspelled names, incorrect plan details.
Slow Enrollment Process
Agents toggle between systems, copy-paste information, losing momentum during calls.
How It Works
We connect SunFire directly to your Salesforce instance. When something happens in SunFire, Salesforce knows about it immediately.
Push Leads to SunFire
Salesforce leads automatically populate in SunFire without re-typing contact information.
Enrollment Data Flows Back
Plan details, effective dates, and confirmations appear in Salesforce within seconds.
Track Saved Sessions
Unfinished applications trigger automatic follow-up tasks in Salesforce.
Plan Proposals Logged
Email plan comparisons get recorded. Users see the complete picture.
Before and After
Today
Before
With HipTen
After
We Know Insurance + Salesforce
HipTen works exclusively with insurance organizations. Carriers, MGAs, brokerages, agencies. We understand your data, your workflows, and the systems you rely on. SunFire integrations are part of what we do.
0
Insurance clients served
50%
Insurance-focused
2026
Founded
Ready to connect your systems?
We'll map out how SunFire data should flow into your Salesforce and build the integration.