Insurance Salesforce Consultants

Elevating Insurance experiences with Salesforce

Overview

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!

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.

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,

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Insurance Salesforce Consultants

Overview

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