Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
Insurance Salesforce Consultants
Elevating Insurance experiences with Salesforce
- Industry Competencies
- Financial Services
- Product Competencies
- Agentforce SalesPlatform
- Certified PeoplePeople employed by the consultant who hold Salesforce certifications that align to competencies
- 9
- CertificationsThe number of certifications held by people at this organization that align to competencies
- 21
HipTen is a Salesforce Consulting Firm dedicated to helping insurance firms better use Salesforce. We work with Carriers, FMOs, MGAs, Agencies, Brokers and Insuretechs. Insurance is different and we know what works and gets results!
Description
Types of Customers: Carriers, FMOs, MGAs, Agencies, Brokers and InsureTechs Insurance Lines: We have worked with them all including P&C, Benefits, Auto, Home,Medicare, Life etc. Our Solutions: - Integration of Policy Admin or Agency Management Systems - Agent & Agency onboarding experiences - Sales pipeline management & renewals - Customer Service & Portals - Policy cyclelife management - Commission reconciliations - Document generation (e.g. PDFs, Forms, Contracts etc) - NIPR Integration (Licenses, Carrier Appointments) - Call Centers & Routing calls to licensed agents - Marketing automation (e.g. emails, drip campaigns, landing pages etc) Product Knowledge: Financial Services Cloud (FSC), Sales & Service, Marketing Cloud, Vlocity, Experience Cloud, Veruna, Agentsync, Vertafore AMS360, Applied Epic, NowCerts, DuckCreek,
Highlights
HipTen is the #1 Salesforce Implementation Partner focused exclusively on Insurance. We know Salesforce, we know insurance, and we know how to help you transform your business using Salesforce CRM for insurance.
We help you navigate the complex world of insurance technology. From strategic planning and initial deployment to integrations and improvements, our team works with you to build a Salesforce for insurance solution that delivers the results you want.
When you choose HipTen, you get a team full of Salesforce experts & insurance nerds. Carriers, FMOs, Brokers, Agencies, MGU/MGAs, InsureTech – we love it all and understand how to use Salesforce to meet the unique needs of each type of business.
Provider Details
We are HipTen a Salesforce Partner focused exclusively on the insurance industry. We don't do anything else, only Insurance and Salesforce! We understand the unique challenges faced by insurance organizations attempting to go through digital transformations. - Are you struggling with user adoption? - Worried some team members will struggle to adapt to the new system? - Don't have people on staff who understand technology? - Working with very old legacy systems? Our solutions are designed help your team leverage the powerful Salesforce platform to supercharge sales, service and analytics while tightly integrating with your existing legacy systems and processes. We work with all types of insurance firms such as Commercial, Personal, Specialty, and Benefits lines. You should talk to us if you are an Agency, Broker, Carrier, MGA, MGU, or InsureTech. We have customers throughout the USA and Canada.
Geographic Focus
United States • Canada • Egypt • Serbia • Thailand
Languages
English