Titan Portals for Insurance
Agent onboarding, document collection, e-signatures, and self-service, all connected to Salesforce.
Sound Familiar?
Email Back and Forth
Chasing agents for documents via email. Attachments get lost. Versions get confused. Nothing is tracked properly.
Wet Signatures Required
Printing, signing, scanning, emailing. Carrier contracts and authorization forms take days instead of minutes.
Slow Agent Onboarding
New agents wait weeks to get contracted. Every delay is lost production and a frustrated recruit.
Double Data Entry
Staff re-type information from forms into Salesforce. Mistakes happen. Time gets wasted.
Staff Overhead
You need more people just to manage paperwork. Onboarding coordinators spend all day on manual tasks.
Poor Agent Experience
Agents deal with clunky processes, unclear status updates, and no self-service options. First impressions matter.
The Titan Platform
Titan runs natively on Salesforce. Forms, portals, documents, and e-signatures, all connected to your CRM data in real time.
TitanDocs
- Merge Salesforce fields into templates
- PDF and Word output
- Bulk document generation
TitanWeb
- Agent onboarding portals
- Document upload & collection
- Self-service dashboards
- Multi-step workflows
TitanSign
- Legally binding e-signatures
- Embedded in portal workflows
- Audit trail in Salesforce
Built for Insurance Workflows
Agent Onboarding
Collect personal information, background questions, banking details, and certifications through a guided portal.
E&O Certificate Collection
Annual uploads with automatic reminders, validation, and Salesforce storage.
Carrier Contract Signing
Agents review and e-sign agreements, authorization forms, and compliance documents.
Agent Self-Service Portal
Status checks, information updates, commission statements, and resource access.
Service Request Forms
Agents submit requests (address changes, inquiries) directly into Salesforce cases.
Passwordless Access
One-time email codes replace traditional credentials.
W9 Generation & Signing
Forms auto-generated from portal data and electronically signed.
Combine with HipTen's NIPR Integration
When an agent enters their NPN in the portal, their state licenses are automatically downloaded from NIPR and stored in Salesforce. No manual lookups. No waiting for compliance to verify credentials.
Learn about our NIPR integrationWhat Changes For Your Team
Today
Before
With HipTen
After
Real Results
50%
Reduction in onboarding time
1000s
Agents onboarded in weeks
Results from a HipTen Titan implementation for a personal lines carrier.
We Know Insurance + Salesforce
HipTen works exclusively with insurance organizations. We understand agent onboarding, contracting workflows, and the compliance requirements you deal with.
0
Insurance clients served
50%
Insurance-focused
2026
Founded
Ready to build your agent portal?
We'll talk about your onboarding process and how Titan can automate your workflows and connect everything to Salesforce.