Salesforce & HubSpot Experts for Insurers & Agencies
Vantage Point helps insurers and agencies modernize policyholder relationships, streamline underwriting workflows, and drive growth with Salesforce Financial Services Cloud or HubSpot.
Challenges Facing Insurance Organizations
Siloed Policy Data
Policy, claims, and client data scattered across multiple systems prevents a unified customer view.
Slow Underwriting
Manual quoting and underwriting processes delay policy issuance and frustrate customers.
Limited Agent Visibility
Agents lack visibility into client needs, renewal opportunities, and cross-sell potential.
System Disconnects
Disconnected agency and carrier systems create data entry duplication and communication gaps.
Our Approach to Insurance CRM
We help insurance organizations select and implement CRM that supports the full policy lifecycle — from quote to claim — while enabling agents and improving customer experience.
Salesforce Financial Services Cloud
Best for: Carriers, MGAs, large agencies
Financial Services Cloud for insurance
Policy and claims management workflows
Agent/broker portal via Experience Cloud
Underwriting workflow automation
State regulatory compliance tracking
HubSpot CRM
Best for: Independent agencies, InsurTech startups, marketing-heavy models
Lead capture and nurturing for agencies
Marketing automation for policy renewals
Agent productivity and pipeline tools
Cost-effective for smaller operations
Key Capabilities
Policy Lifecycle Management
Track policies from quote through renewal with automated workflows for each stage of the customer journey.
Claims Intake & Tracking
Streamline claims submission, status tracking, and customer communication throughout the claims process.
Agent Performance Dashboards
Monitor producer performance, policy mix, renewal rates, and commission tracking in real-time.
Compliance Documentation
Maintain audit trails for state licensing, market conduct, and regulatory requirements.
Expected Outcomes
Insurance organizations that implement CRM with Vantage Point typically achieve:
25%
Faster Quotes Reduced time to bind
95%
Renewal Rate With automated outreach
10-16
Week Implementation For Salesforce FSC
6-10
Week Implementation For HubSpot CRM
Who We Serve
We work with insurance organizations across the industry:
P&C Carriers
Life & Annuity Companies
Managing General Agents (MGAs)
Independent Agencies
InsurTech Startups
Frequently Asked Questions
Common questions about CRM solutions for wealth management firms
Does Salesforce FSC support P&C and life insurance?
Yes. Salesforce Financial Services Cloud supports both property & casualty and life insurance with features including: policy and claims tracking, producer management, underwriting workflows, and policyholder portals. FSC can be configured for carriers, MGAs, and agencies across personal lines, commercial lines, and life/annuity products.
Can HubSpot manage insurance policy renewals?
HubSpot can automate policy renewal workflows including: reminder sequences, personalized renewal communications, and task creation for agents. However, HubSpot doesn't have native policy management — you'll track renewals via custom properties and workflows rather than purpose-built insurance objects. For complex renewal processes, Salesforce or dedicated insurance software is stronger.
How does CRM integrate with policy admin systems?
CRM integrates with policy administration systems (Guidewire, Duck Creek, Majesco, etc.) to sync policy data, claims status, and customer information. Common integration patterns include: real-time API connections, batch data syncs, and event-triggered updates. Salesforce has more established insurance integrations; HubSpot typically requires custom development.
What compliance features do insurers need in CRM?
Insurance-specific CRM compliance requirements include: state licensing verification tracking, producer appointment management, complaint documentation, market conduct examination support, and communication archiving. Salesforce FSC offers more built-in insurance compliance features; agencies using HubSpot often supplement with dedicated compliance tools.
How do insurance agencies track producer performance?
CRM tracks producer performance through: policy production dashboards, new business vs. renewal ratios, product mix analysis, lead conversion rates, and commission tracking. Salesforce provides robust reporting and can integrate with agency management systems. HubSpot offers basic sales reporting that works for smaller agencies focused on core metrics.
Ready to Transform Your Insurance Operations?
Schedule a consultation to discuss your organization's CRM needs. We'll help you choose the right platform and implementation approach for policy management and growth.
Ready to grow your company to the next level?
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