Optimized for Agents and Brokers
HubSpot was designed as a horizontal platform to provide the best Sales CRM, marketing automation, service, and commerce functionality across all industries.
As a HubSpot Provider Partner who focuses exclusively on the insurance industry, we have customized HubSpot specifically to meet the needs of independent agents and brokers.
Bypass the HubSpot learning curve
HubSpot is a leading CRM company with a robust platform for sales, marketing, service, and commerce. Customizing HubSpot can involve a moderate learning curve influenced by your prior experience and technical skills.
Our customizations help your organization quickly overcome this learning curve, streamlining implementation and adoption.
The Best of Both Worlds
Rather than engaging in expensive and time-consuming customization of your HubSpot platform from scratch, our HubSpot for Agents and Brokers customizations provide 80 - 90% of what agencies and brokers need to use HubSpot effectively.
However, no two organizations run their businesses the same way. So, we configure the remaining 10 - 20% of the solution to meet your organization's needs.
Customizations That You Own
Our customizations and configurations follow HubSpot best practices, which can be managed or modified by your team or our HubSpot Managed Services offering.
Custom Fields and Objects
- 100+ custom fields for HubSpot Companies, Contacts, Deals, and Ticket properties
- Custom objects for Policies, Claims, Carriers, and more
- Custom fields for Personal Lines, Commercial Lines and Life Insurance data
User Interface Customizations
We have designed custom record layouts to meet the needs of agencies and brokerages for:
- Contacts
- Companies
- Deals
- Policies
- Carriers
- Claims
Section labels, field names, and values can be easily modified to meet your organization's unique needs.
Reports and Dashboards
Pre-configured reports and dashboards for each user profile for tracking:
- Policies
- Revenue
- Retention
- Carriers
- MGAs
- Agents
Automated Customer Actions
We leverage the power of HubSpot's automation capabilities to simplify customer actions for your users:
- Policy Renewal Reminders
- New Customer Onboarding
- Policy Cancellations
- Payment Reminders
- And more!
User Profiles and Permission Sets
Pre-defined user profiles are essential for optimizing the user experience and tailoring services to meet specific needs for:
- Agency Owners/Senior Management
- Producers/Agents
- Account Managers/CSRs
- Service Center (Virtual Assistants)
HubSpot for Agents and Brokers
Customizations
Schedule a time to learn more about the customizations included with our HubSpot for Agents and Brokers solution.
FAQ'S
Agent and Broker Customizations
How long do these customizations take to set up?
Our out-of-the-box customizations to your HubSpot platform are set up and tested within two days.
Do I need to purchase all of the customizations?
No, you can choose the custom fields and objects, and user interface modifications you want installed on your HubSpot platform.
Do you provide additional customizations?
As part of our HubSpot for Agents and Brokers solution, we include time for additional customizations and configurations to optimize HubSpot to meet your organization's needs.
Where can I learn about the HubSpot services you provide?
Visit our HubSpot for Insurance page to view all our HubSpot solutions and services for the insurance industry.