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We Know the Insurance Industry

Our Support and Managed Services are designed to give you the freedom to free up your agency's time, allowing you to focus on your core business.

HubSpot Solution Partner Program

First Level of Support

Support Services

We are here to provide you with Level 1 support for our HSFAB Solution, Synatic AgencySync, and HubSpot, serving as your primary point of contact. We will effectively handle and resolve any issues that may arise with HubSpot.

Support Services
HubSpot for Agents and Brokers
Support Services

Level 1 support for our HubSpot for Agents and Brokers solution for issues with:

  • Custom Objects and Fields
  • User Interface
  • Automated Use Cases
  • New HubSpot Functionality utilized by the HSFAB Solution
  • New User Training
Synatic AgencyFuse
Support Services

We provide Level 1 support for any Synatic AgencySync-related issues with:

  • Data synchronization errors with your AMS, including managing matters related to your AMS provider
  • Field mapping errors
  • 3rd party API synchronization errors
HubSpot for Insurance
Support Services

Level 1 support for any HubSpot issues with:

  • Troubleshooting and Bug Fixes
  • Domains & URLs
  • HubSpot Marketplace Integrations
  • HubSpot Support Ticket Management
  • New User Onboarding and Training

HubSpot Managed Services

Managed Services

As we improve and update our HubSpot for Agents and Brokers solution, your platform will be updated. You choose what new functionality is added to your HSFAB solution - with no additional cost.

Managed Services
HubSpot for Agents and Brokers
Managed Services

As your business evolves, we will update your HSFAB solution to reflect your changing needs, including:

  • Automated Workflows and Use Cases
  • Custom Fields and Objects
  • User Interface Customizations
  • Reports and Dashboards
  • User Profiles and Permission Sets
Synatic AgencyFuse
Managed Services

If you need to make changes to how or what data you synchronize between your AMS and HubSpot, we provide:

  • Modifications of existing field mappings
  • Creation of new field mappings available through your AMS' API
  •  Modifications of custom fields and objects required for new field mappings
  • HubSpot and AMS Data Reports
HubSpot for Insurance
Managed Services

As our custom record layouts evolve, we will update your record layouts with new fields, widgets, and functionality.

  • Platform Administration
  • Platform Optimization
  • Modifications of Default HubSpot Objects and Fields
  • Automate Workflows
  • New HubSpot Marketplace Integrations

HubSpot for Agents and Brokers

Solution and Product Updates

Did you know that HubSpot typically announces over 100 new features each month? We track new functionality that HubSpot announces that will benefit agents and brokers, and add it to our solution and your HubSpot platform.

Solution Updates
HubSpot for Agents and Brokers
Solution Updates

As our HSFAB solution grows, we will add new features to your HubSpot portal at no extra cost, including:

  • Custom Objects and Fields
  • User Interface Customizations
  • Automated Customer or Agency Actions
  • Reports and Dashboards
  • Insurance Application Integrations
Synatic AgencyFuse
Product Updates

As new AgencySync features are released for the integration between HubSpot and your AMS, we will update your AgencySync platform with: 

  • New AgencySync Functionality
  • New Partner API's
  • AMS API Updates
HubSpot for Insurance
Product Updates

As HubSpot rolls out new functionality, we will add features that benefit your agency for HubSpot:

  • Marketing Hub
  • Sales Hub
  • Service Hub
  • Commerce Hub
  • Operations Hub

PRICING

HubSpot for Agents and Brokers Support & Managed Services Programs

Our HubSpot for Agents and Brokers support and managed services programs are priced by the number of Professional or Enterprise Hubs your organization uses.

  • Support & Managed Services Programs
Basic Starting at:

$1,500/mo

For agencies using one HubSpot Hub for their HSFAB Solution.
Get Started
  • CHOOSE ANY ONE HUB:
  • HubSpot Marketing Hub
  • HubSpot Sales Hub
  • HubSpot Service Hub
Growth Starting at:

$2,500/mo

For agencies that are using two HubSpot Hubs as part of their HSFAB implementation.
Get Started
  • CHOOSE ANY TWO HUBS:
  • HubSpot Marketing Hub
  • HubSpot Sales Hub
  • HubSpot Service Hub
Scale Starting at:

$3,500/mo

For agencies using three HubSpot Hubs as part of their HSFAB solution.
Get Started
  • THREE HUBS INCLUDED:
  • Marketing Hub
  • Sales Hub
  • Service Hub
Hybrid - Scale Starting at:

$5,500/mo

Designed for companies that are using multiple platforms for inbound marketing, sales, and customer service.
GET STARTED
  • PLATFORMS INCLUDED:
  • HubSpot Marketing Hub
  • HubSpot Sales Hub, Salesforce Sales Cloud or Copper CRM
  • HubSpot CMS, WordPress, Squarespace, or Wix
  • HubSpot Service Hub

HubSpot Support & Managed Services Consultation

Schedule a time to learn more about how we can provide support and managed services for your HubSpot, Synatic AgencySync, and our HubSpot for Agents and Brokers solution.

HubSpot Platform Specific Services

Our team specializes in handling your HubSpot platform, offering outsourcing services that cater to both short-term and long-term needs.
HubSpot Marketing Hub
HubSpot Marketing Hub

Marketing automation platform with all your marketing tools and data in one place.

  • Importing of Contacts and Companies
  • List Segmentation
  • Branded Email Templates
  • HubSpot Score
  • Marketing Automation
  • Social Media Setup and Publishing
  • Creation of Forms and CTAs
HubSpot Sales Hub
HubSpot Sales Hub

Sales CRM system designed for sales to spend less time on administrative tasks.

  • Management of Sales Pipelines
  • Pipeline and Deal Automation
  • Sales Task Automation
  • Email Sequences and Snippets
  • HubSpot Meetings or Calendly
  • Setup of Payments/Products/Quotes
  • Creation of Playbooks
HubSpot Service Hub
HubSpot Service Hub

Customer Service automation and self-service platform for all your channels.

  • Shared Inbox Setup
  • Email Template Creation
  • Live Chat 
  • Ticket-based Automation
  • Email and Chat to Ticket
  • Multiple Ticket Pipelines
  • Creation of Feedback Surveys
HubSpot Commerce Hub
HubSpot Commerce Hub

CPQ, Billing, and Payments Software from quoting to revenue.

  • Custom Quote Templates
  • Policy and Coverage Library
  • E-Signature
  • Invoices
  • Flexible Payment Processing
  • Quote Reporting
  • Accounting Integrations
  • Quote Activity Tracking
HubSpot Operations Hub
HubSpot Operations Hub

Operations software that lets you easily sync, clean, and curate customer data and automate business processes.

  • Setup of Data Sync
  • Data Quality Automation
  • Custom Field Mappings
  • Process Automation & Bot
  • Creation of Workflow Extensions
  • Webhooks
HubSpot CMS Hub
HubSpot CMS Hub

HubSpot Content Management System to design and host your website.

  • Domain and URL Management
  • Website and Landing Page Updates
  • Blog Page Publishing
  • Navigation Menus
  • On-page SEO
  • Theme and Template Management
  • Website Performance

Subscribe to Our HubSpot for Agents and Brokers Newsletter

Stay updated with our latest announcements and updates for our HubSpot for Agents and Brokers solution.

FAQ's

HubSpot for Agents and Brokers Support Services