Overview
HIPTEN is a Salesforce implementation partner that works exclusively with insurance organizations. The company specializes in Salesforce Financial Services Cloud, Marketing Cloud, and related integrations for carriers, MGAs, FMOs, brokerages, and agencies. With 75+ completed insurance implementations and an all-Salesforce-certified technical team, HIPTEN serves as a specialized partner for insurance firms seeking to transform operations, automate workflows, and improve distribution management.
Founded in 2015 and pivoting to an insurance-exclusive focus in 2017, HIPTEN has carved out a niche as one of the few Salesforce partners with deep domain expertise in insurance. All technical staff are certified Salesforce professionals -- admins, developers, and architects -- who understand both the platform and insurance-specific requirements.
The company offers two primary service tracks: project delivery (new implementations, integrations, and major enhancements) and managed services (ongoing Salesforce administration and support). This allows insurance organizations to leverage Salesforce without needing to build internal Salesforce expertise.
Products & Services
Project Delivery
New Salesforce implementations, system integrations, and major enhancements tailored for insurance organizations. Covers configuration of Salesforce Financial Services Cloud for carriers and agencies, Marketing Cloud setup for insurance marketing and engagement, and custom development for insurance-specific workflows.
Key Features
- Salesforce Financial Services Cloud implementation for insurance carriers, MGAs, and agencies
- Salesforce Marketing Cloud setup and optimization for insurance marketing
- System integrations with insurance platforms and core systems
- Custom configuration for insurance-specific workflows and compliance requirements
Target Users: Insurance carriers, MGAs, FMOs, agencies, and brokerages
Managed Services
Ongoing Salesforce administration, enhancements, and user support -- without requiring clients to hire full-time internal Salesforce staff. Provides continuous system maintenance, configuration changes, and optimization as insurance business needs evolve.
Key Features
- Ongoing Salesforce administration and configuration management
- Enhancement development and deployment
- User support and training
- System health monitoring and optimization
Target Users: Insurance organizations requiring continuous Salesforce support
At a Glance
- Founded
- 2015
- Headquarters
- Jacksonville, Florida, USA
- Employees
- 1-10
- Funding
- Bootstrapped
Category & Focus
- Category
- Distribution & Sales
- Subcategories
- CRM Implementation Agency Management Distribution Technology Workflow Automation
- Insurance Verticals
- P&C Commercial P&C Personal Life & Annuity Health Workers Compensation
- Target Customers
- Carriers, MGAs/MGUs, Agents/Agencies, Brokers
Links
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Last updated: 2026-05-12