HipTen

What HipTen does

HipTen is a boutique Salesforce implementation consultancy founded in 2017 by Laurence Taylor and headquartered in Jacksonville, Florida. The firm operates with 1-10 employees as a private LLC and reports 75+ completed Salesforce implementations. Its positioning is defined by exclusive vertical focus: 100% of engagement work is for insurance organizations, spanning carriers, MGAs/MGUs, FMOs/IMOs/NMOs, and agencies/brokerages. This narrow specialization is the company's central strategic posture and the basis of its go-to-market.

The service portfolio combines project-based implementation work (Financial Services Cloud Implementation, Marketing Cloud, Veruna customization, Titan Portal Development, HubSpot-to-Salesforce Migration, Security Audit Services, and Agent/Customer Portal Development) with recurring Managed Services for ongoing support. Revenue mechanics rest on a mix of one-time implementation fees and retainer-style managed services contracts. The firm maintains an extensive partner ecosystem across the insurance technology stack, including Veruna, Titan, AgentSync, Applied Epic, AMS360, NIPR, MuleSoft, Sunfire, EasySend, PipeLaunch, Workato, Nowcerts, and Five9, which functions as both a delivery accelerator and a lead-generation channel.

The business model is that of a specialized professional services firm: domain expertise is the primary product, partnerships are the distribution channel, and the small team structure limits scalability absent automation, tooling investment, or headcount expansion. No funding rounds, acquisitions, or material leadership changes have been disclosed, and the firm has not publicly articulated AI/ML capability development.

Name

HipTen

Legal name

HipTen LLC

Website

https://hipten.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

1–10 employees

Short description

HipTen is a Jacksonville, Florida-based boutique consultancy (1-10 employees, founded 2017) that delivers Salesforce implementations and managed services exclusively to insurance organizations across carriers, MGAs, FMOs, and agencies, with 75+ completed engagements.

Ownership category

akta.pro rank

Headquarters

HQ city

Jacksonville

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Others

Revenue model

1. Project Delivery Services: New Salesforce implementations and integrations with defined scope, transparent progress, and clear requirements. Projects include first-time implementations, broken implementation fixes, core system integrations, and portal development.
2. Managed Services: Ongoing Salesforce support including administration, enhancements, and user support. Provides continuous platform management so clients can focus on insurance operations without hiring internal Salesforce staff.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

HipTen is a Salesforce implementation partner that delivers end-to-end Salesforce consulting exclusively for insurance organizations. Its offerings include project-based implementations and integrations (Financial Services Cloud, Marketing Cloud, Sales Cloud, Experience Cloud) and ongoing managed services for administration, enhancements, and user support, with deep specialization in policy admin integrations, agent licensing verification, commission processing, and distribution management.

Product overview

HipTen is a Salesforce implementation partner that works exclusively with insurance organizations. The company offers a portfolio of professional services rather than a standalone software product. Core offerings include Project Delivery (new Salesforce implementations and integrations) and Managed Services (ongoing support). The company specializes in Financial Services Cloud and Marketing Cloud implementations, along with specialized integrations with insurance platforms including AMS360, Applied Epic, Veruna, NIPR, AgentSync, Sunfire, and TitanWeb. Additional services cover Veruna customization, Titan portal development, HubSpot to Salesforce migrations, security audits, and custom portal development. All services are tailored exclusively for insurance carriers, MGAs, FMOs, brokerages, and agencies.

Differentiator

Problem solved

Functional benefit

Products and services

• Project Delivery New Salesforce implementations and integrations delivered for insurance organizations under a defined scope, with transparent progress tracking and clear requirements. Covers first-time Salesforce rollouts, remediation of broken implementations, core system integrations, and portal development projects.
• Managed Services Ongoing Salesforce administration, enhancements, and user support delivered on a managed-services basis so insurance organizations do not need to hire internal Salesforce administrators or developers.
• Financial Services Cloud Implementation Implementation of Salesforce Financial Services Cloud configured with insurance-specific data models covering policies, claims, households, and coverage for insurance carriers, MGAs, FMOs, brokerages, and agencies.
• Marketing Cloud Implementation Implementation of Salesforce Marketing Cloud configured for insurance client communications, renewal campaigns, and cross-sell initiatives.
• Veruna Customization and Consulting Custom configuration and consulting services for Veruna (Amplo) agency management system, including Sales Cloud integration, automated renewal engine, client portal, proposal generation, data import tools, and commission calculator.
• Titan Portal Development Implementation and customization of the Titan platform (TitanDocs, TitanWeb, TitanSign) on Salesforce to build agent onboarding portals, document generation, e-signature workflows, and self-service portals for insurance organizations.
• HubSpot to Salesforce Migration Migration services that move insurance organizations from HubSpot CRM to Salesforce, including data migration, integrations, and Salesforce configuration.
• Security Audit Services Review of Salesforce security settings, user permissions, and data access controls to identify risks ahead of regulatory audits for insurance clients.
• Agent and Customer Portal Development Self-service portals for insurance agents and policyholders built on Salesforce Experience Cloud, integrating document collection, e-signatures, and licensing verification.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration19 records

Feature6 records

Partnerships

Eight partnerships are on record, tiered core.

• Veruna (Amplo)coreImplementation/ SI/ Consulting Partner · 24 July 2020HipTen is an implementation partner for Veruna, a Salesforce-native agency management system. They specialize in extending Veruna with Sales Cloud integration, automated renewal engines, client portals, and custom configurations that Veruna out-of-the-box does not provide.
• TitancoreTechnology or IntegrationTitan provides document generation (TitanDocs), agent onboarding portals (TitanWeb), and e-signature capabilities (TitanSign) that run natively on Salesforce. HipTen implements and customizes Titan platforms for insurance agent onboarding, contracting workflows, and self-service portals.
• AgentSynccoreTechnology or IntegrationAgentSync provides agent licensing and appointment verification. HipTen integrates AgentSync with Salesforce for automated license synchronization, eliminating manual data entry for agent records across multiple case study implementations.
• MuleSoftcoreTechnology or IntegrationMuleSoft Anypoint Platform is used by HipTen as the integration backbone for connecting Salesforce with policy admin systems, AMS platforms, rating engines, and carrier systems. Used extensively in commission processing and data synchronization projects.
• NIPR (National Insurance Producer Registry)coreTechnology or IntegrationNIPR provides state license verification data for insurance agents. HipTen builds Salesforce integrations with NIPR for automated license verification, appointment tracking, and compliance workflows.
• Applied EpiccoreTechnology or IntegrationApplied Epic is an agency management system. HipTen provides Salesforce-to-Applied Epic integration services to connect CRM data with policy administration, enabling agencies to unify their sales and policy data.
• AMS360 (Vertafore)coreTechnology or IntegrationAMS360 is an agency management system from Vertafore. HipTen integrates AMS360 with Salesforce Sales Cloud, enabling agencies to connect pipeline management with policy administration.
• SunfirecoreTechnology or IntegrationSunfire is used for Medicare enrollment processing. HipTen integrates Sunfire with Salesforce for Medicare Advantage call centers, enabling automated call routing to licensed agents based on state and product licensing.

Scale indicators3 records

Recent moves5 records

Expansion highlights3 records

Direct peers

• Silverline: Salesforce Summit Partner specializing in financial services and insurance CRM implementations, including Financial Services Cloud, agency management integrations, and distribution workflows. Closely comparable to HipTen in offering a verticalized insurance Salesforce SI model with similar partner ecosystem (AMS integrations, carrier-side delivery).
• Coastal Cloud: Salesforce consulting firm delivering implementations, integrations, and managed services with industry-focused teams including insurance and financial services. Comparable to HipTen in services mix (project delivery + managed services) and Salesforce-native delivery model.
• Damco Solutions: Salesforce consulting partner delivering CRM implementations, custom development, and integration services across financial services and insurance. Comparable to HipTen in services mix and Salesforce-native delivery model.
• Girikon: Salesforce consulting and implementation partner offering CRM customization, integrations, and managed services across industries including insurance. Comparable to HipTen in core Salesforce implementation services and integration focus, though broader in vertical coverage.

Broad incumbents

• Persistent Systems: Global IT services firm with a dedicated Salesforce practice covering Financial Services Cloud, insurance, and healthcare implementations. Comparable to HipTen as a Salesforce SI serving insurance, with substantially larger delivery scale and global footprint.
• West Monroe Partners: Management and technology consulting firm with a Salesforce practice and dedicated insurance industry team. Comparable to HipTen in combining Salesforce delivery with insurance domain expertise, though operates as a broader management consultancy.
• Deloitte Digital: Global SI with an extensive Salesforce alliance practice serving insurance clients on CRM modernization, agent experience, and policyholder engagement. Comparable to HipTen in targeting Salesforce-based insurance transformations, but operating as part of a much larger portfolio.
• Slalom: Large global consulting firm with a dedicated Salesforce practice and verticalized industry teams including financial services and insurance. Comparable to HipTen as a Salesforce implementation partner serving insurance, but operates at vastly greater scale with multi-vertical reach and significantly larger bench depth.
• Cognizant: Global systems integrator with a large Salesforce practice serving insurance carriers on Financial Services Cloud, AMS integrations, and digital distribution. Comparable to HipTen as a Salesforce SI for insurance, with substantially greater scale and global delivery capacity.
• Simplus (Infosys): Salesforce-focused consulting and managed services firm acquired by Infosys. Comparable to HipTen as a Salesforce SI with managed services and industry cloud delivery, though Simplus serves multiple verticals at substantially larger scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/hiptensf
• YouTubeyoutube.com/@hipten
• Facebookfacebook.com/hipten
• LinkedInlinkedin.com/company/hipten

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about HipTen