Insurance technology has two distinct sides, distribution (agents, brokers, MGAs, carriers) and operations (underwriting, claims, policy administration). Both require deep configuration to do well, and most CRM implementations fail because they treat insurance like any other B2B business. It is not.
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Financial Services Accredited Partner, and a Salesforce Consulting Partner since 2017.
Full producer hierarchy modeling with overrides, splits, commission structures, licensing tracking, and the workflows for onboarding, transferring, and offboarding producers.
Integrated quote-to-bind workflows across multiple carriers and rating engines, with proper data validation, e-signature integration, and policy delivery.
Financial Services Cloud configured for insurance, policy data model, household and business unit modeling, claims integration, and renewal workflow automation.
Production AI agents handling submission intake, risk factor extraction, and underwriter routing, built to actually run in production with proper governance.
End-to-end claims workflow from FNOL through resolution, adjuster routing, payment integration, litigation tracking, and SLA management.
Claude-powered extraction and structuring of loss runs from multiple carrier formats into a clean underwriting-ready dataset.
The technology and process challenges that come up in nearly every engagement we run in this industry.
Agencies, sub-agencies, producer types, split commissions, override commissions, carrier-specific calculations. The hierarchy needs to be in the platform, not in a spreadsheet.
When brokers and agents need to submit, quote, bind, and issue policies across multiple carriers and rating engines, the integration work is significant, and often poorly done.
Producer licensing by state, by line of business, with expiry tracking and renewal workflows is the kind of operational work that breaks every five years if not built properly.
Every carrier API is different. Maintaining stable integration across 5+ carriers takes intentional architecture, not glue code.
Claims involve multi-party workflows, FNOL intake, adjuster assignment, payment processing, and litigation tracking, most CRM implementations leave claims as an afterthought.
Underwriting decisions depend on clean loss-run data that arrives in dozens of formats. Cleaning and structuring it is unglamorous, critical work.
Compliance is not a separate workstream, it is embedded in every workflow we deliver. The major frameworks we work within:
Tracking producer licenses by state, line of business, and renewal cycle, with active enforcement built into workflow.
Documentation of sales practices, complaint handling, and replacement transactions that holds up to market conduct exam.
State-specific surplus lines tax calculations and stamping office filings automated within the policy lifecycle.
PHI handling, audit logging, and minimum necessary access controls for any health insurance workflows.
Information security program evidence, vendor diligence, and customer information protection workflows.
Producer compensation tax reporting and broker 1099 generation tied directly to commission systems.
Each category represents a deep specialization with dedicated playbooks, accelerators, and experienced consultants.
Agency hierarchy modeling, commission systems, producer portals, and licensing infrastructure.
Submission intake, triage, underwriter productivity tools, and rating engine integrations.
End-to-end claims platforms covering FNOL, adjustment, payment, and litigation tracking.
Salesforce-to-PAS integration patterns for unified customer 360 across the policy lifecycle.
Document AI for submissions and claims, underwriting triage, fraud detection support, and customer service automation.
Our team carries hands-on experience across the systems your firm already runs. Integration is rarely the bottleneck.
From short diagnostics to fractional leadership, every engagement model is designed around the client's stage and needs.
Insurance-specific diagnostic engagements assessing CRM, distribution, claims, and underwriting workflows.
Defined projects covering FSC Insurance, producer portals, claims platforms, or specific integrations.
Ongoing platform administration, enhancement, and support for production insurance systems.
Senior insurance domain + technology leadership for carriers, MGAs, and agencies between full-time CTO hires.
Engagements are measured by movement on the numbers that matter. These are the directions of travel we commit to.
Working patterns we reuse across engagements, refined through our Salesforce and AI client work since 2017.
A structured approach to designing producer-agency-sub-agency hierarchy in Salesforce that survives M&A, splits, and commission disputes.
A reference architecture for connecting raters, carrier APIs, and bind workflows that compresses submission cycles dramatically.
Our framework for FNOL, triage, assignment, payment, and litigation tracking, built for carriers, TPAs, and large agencies.
A repeatable process and toolset for ingesting messy carrier loss-runs and producing clean, underwriting-grade data.
The Salesforce products and services we use most with insurance clients. Salesforce consulting overview →
Consultant-level analysis from the consultants delivering the work.
How insurance agencies and brokers use Salesforce for households, policies, renewals, producer routing, consent and agency system integration, and what belongs in phase one.
Read the full post →Implementation, integration, configuration, and managed services across the full Salesforce platform, from Sales and Service Cloud to Agentforce and Data Cloud.
Learn more →As a Gong services partner, we implement, integrate, and optimize Gong so revenue teams actually adopt it.
Learn more →Strategy and production AI, from use-case selection and governance to deployed agents on the platforms you already run.
Learn more →The systems, data, and rituals that make sales, marketing, and customer success operate as one revenue engine.
Learn more →Financial Services Cloud is the usual foundation, since it includes insurance-oriented objects for policies, claims and producers. Service Cloud handles policyholder inquiries and claims intake, and Experience Cloud supports producer or policyholder portals. Smaller agencies sometimes do well on Sales Cloud alone. An insurance agency we worked with replaced spreadsheets with Sales Cloud and a private sharing model so agents could not see one another's clients, which mattered more to them than any specialized feature.
The policy administration system is almost always the anchor integration, followed by rating engines, carrier portals or APIs, agency management systems and claims platforms. The design choice that matters most is deciding which system owns policy status, premium and renewal dates, because split ownership gives service reps conflicting answers. We favor a clear system of record for each data element and a middleware layer that can absorb a carrier changing its interface.
Treat policyholder information as regulated financial data, since GLBA privacy and safeguarding expectations generally apply to insurers, and health lines may bring HIPAA into scope. In practice that means role-based access, field-level restrictions and audit history. Producer licensing is a separate concern: tracking appointments and license status by state inside the CRM helps stop business from being written by someone not authorized for that line. Your compliance team should validate the specific requirements.
Yes, particularly for reading and routing the documents that slow both functions down. AI can pull key details from submissions, applications and first notice of loss reports, flag what is missing, and route the file to the right underwriter or adjuster. We keep coverage and claim decisions with licensed people and log what the AI extracted, so an examiner or auditor can see how each file moved and who made the call.
A Salesforce Health Check reviews your org and gives you a ranked list of what to fix first, with effort estimates. It is the right starting point before an optimization project, a new cloud or an AI initiative.
Which U.S. metros depend most on this industry? See the ranking in our U.S. Salesforce market report, built from Census and BEA data.
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