Salesforce, HubSpot and AI consulting in Madison

Yes. We design permissions so sensitive member or policy data stays in the system of record and only the fields marketing needs flow to it, with consent captured. Salesforce handles this with role-based access and sharing rules, and HubSpot with carefully scoped properties. We review the design against your compliance requirements in discovery, then build. Consent and opt-out status are recorded on the member record so campaigns respect them.

Epic remains the system for policies and accounting. Salesforce sits above it for prospecting, service and renewals, with data connected through an integration we have delivered before. Smaller agencies may prefer HubSpot for marketing and referral tracking. We compare both against your size and lines of business, and a Salesforce project typically runs 10-16 weeks. Renewal reminders and cross-sell tasks then flow to agents without retyping policy data.

Start with an AI readiness assessment that checks data quality and permissions. Pilot narrow internal uses, such as summarizing claim files or preparing agent meetings, with a person reviewing every customer-facing output. AI follows your CRM's role-based access, so users only see what they already could. We widen scope once the review step works and the underlying data is clean.