We understand insurance distribution complexity — broker networks, agent channels, direct-to-consumer, and corporate partnerships all operating simultaneously. Our implementations include policy lifecycle automation, multi-channel attribution, and compliance-ready audit trails built into the architecture. We've been an Elite HubSpot Solutions Partner since 2017.
INSURANCE INDUSTRY
HubSpot for Insurance Companies
Connect broker networks, policy lifecycle management, and revenue operations into one system.
Insurance companies manage complex distribution networks — brokers, agents, direct channels, and corporate partnerships — while juggling policy renewals, claims coordination, and regulatory requirements. We implement HubSpot as the connected platform that unifies your distribution management, client engagement, and revenue operations with the governance layers insurance demands.
THE CHALLENGE
Your distribution network is growing, but your systems can't keep up.
Insurance companies hit a point where growth through multiple channels becomes unmanageable. Brokers submit business through email and spreadsheets. Agent performance tracking is quarterly at best. Policy renewals fall through the cracks because nobody owns the lifecycle after the initial sale. Corporate partnerships generate leads but attribution is impossible.
The costs are real: brokers move business elsewhere because your onboarding is slow and your portal is clunky. Renewals lapse because nobody triggered the 90-day retention workflow. Cross-sell opportunities are missed because claims data never reaches the relationship manager. And marketing can't prove which campaigns drive bound policies versus tyre-kickers.
INSURANCE-SPECIFIC CHALLENGES
The operational gaps that limit insurance revenue.
These are the problems we see in every insurance company that has outgrown its original distribution and operations infrastructure.
01. Broker Management Without Visibility
Brokers and agents drive the majority of your premium but you can't see their pipeline in real time, track submission-to-bind ratios, or identify which partners need support before they move business elsewhere.
02. Renewal Revenue Left to Chance
Policy renewals represent your most predictable revenue stream but without automated lifecycle workflows, retention depends on individual relationship managers remembering to follow up.
03. Claims-to-Retention Disconnect
Claims experience is the single biggest driver of retention and referrals. But claims data lives in a separate system, so relationship managers have no visibility into how clients are being treated during their most vulnerable moment.
04. Multi-Channel Attribution Gaps
Direct, broker, agent, affinity, and corporate channels all generate business. Without unified attribution, you can't allocate marketing spend, measure channel ROI, or optimise your distribution mix.
05. Compliance and Audit Trail Gaps
Regulatory requirements demand audit trails for client communications, consent management, and distribution oversight. Manual tracking creates risk that grows with every new policy.
THE REAL ISSUE
You don't need another policy admin system. You need connected revenue infrastructure.
Insurance companies don't struggle because they lack software. They stall because distribution management, client engagement, policy lifecycle, and marketing operate as separate functions with separate tools. You need a system where broker submissions flow into a visible pipeline. Where policy renewals trigger automated retention campaigns months before expiry. Where claims experience data surfaces to the relationship manager in real time. Where every channel is measured against the same metrics. That's not a CRM feature. That's revenue infrastructure for insurance — and it's what we build.
HOW WE WORK
From fragmented to connected — how we implement HubSpot for insurance.
Our five-phase approach ensures every layer of your revenue operation is architected, connected, and compliant.
Discovery & Distribution Mapping
We map your entire go-to-market operation — broker networks, agent channels, direct sales, corporate partnerships, policy lifecycle workflows, and regulatory requirements. The output is a blueprint of your future-state HubSpot architecture with compliance guardrails.
CRM & Pipeline Architecture
We configure deal pipelines for each distribution channel, custom objects for broker and agent management, policy lifecycle tracking with renewal automation triggers, and segmentation that reflects your product lines, risk categories, and client tiers.
Integration & Data Unification
We connect your policy administration system, claims platform, broker portal, and business intelligence tools to HubSpot. Using native integrations, Operations Hub, or our DataBridge Middleware, we build a single client view across all distribution channels.
Automation & Lifecycle Management
Automated broker onboarding, policy renewal campaigns triggered 90 days before expiry, cross-sell workflows based on life events and policy gaps, claims-triggered retention interventions, and compliance-logged client communications at every touchpoint.
Reporting & Optimisation
Real-time dashboards for premium by channel, broker performance, renewal rates, claims-to-retention correlation, and marketing attribution by product line. One source of truth for your executive team. Quarterly optimisation sprints to refine as your business evolves.
SERVICES
Services that drive insurance revenue
HUBSPOT
HubSpot Implementation
Architect HubSpot for insurance operations — broker management, policy lifecycle automation, and multi-channel attribution from day one.
HUBSPOT
HubSpot Migration
Move from Salesforce or legacy CRMs without losing broker relationships, policy data, or client history.
CRM & REVOPS
Sales Enablement
Equip underwriters and relationship managers with pipeline visibility, automated follow-ups, and cross-sell intelligence.
CRM & REVOPS
Data Consolidation
Unify client data from policy admin, claims, broker portals, and marketing systems into a single CRM view.
DEMAND GENERATION
Marketing Enablement
Demand generation tied to bound policies — broker co-marketing, direct-to-consumer campaigns, and renewal marketing with full attribution.
DIGITAL EXPERIENCE
Website & CMS
Insurance websites on HubSpot CMS with quote request forms, product pages, broker portals, and conversion-optimised journeys.
DIGITAL EXPERIENCE
Data Architecture & Integration
Connect policy admin, claims platforms, actuarial systems, and broker portals to HubSpot with native, custom, or middleware integrations.
INNOVATION & AI
AI Revenue Readiness
Structure your CRM data so it's ready for AI-powered risk scoring, renewal prediction, and distribution optimisation.
CONNECT YOUR STACK
We integrate the tools insurance companies actually use.
From policy administration to claims to broker management — we connect your entire stack to HubSpot.
Policy Administration
Sync policy data, coverage details, and lifecycle events to the CRM so every team has complete client context.
- Duck Creek
- Guidewire
- EbaoTech
- Custom PAS
Claims Management
Connect claims platforms so relationship managers see claims status and can intervene for retention when needed.
- Guidewire ClaimCenter
- FINEOS
- Custom Claims
- HubSpot Service Hub
Broker & Agent Portals
Integrate distribution management tools so broker submissions, performance data, and communications flow into the CRM.
- Applied Epic
- Vertafore
- Custom Portals
- HubSpot CRM
Accounting & Finance
Sync premium data and financial reporting so revenue figures match across CRM and accounting systems.
- Xero
- QuickBooks
- SAP
- Sage
Communication & Engagement
Power policyholder and broker communication from within HubSpot with full conversation logging and compliance recording.
- Dialpad
- Twilio
- WhatsApp Business API
Data & Infrastructure
Connect any data source to HubSpot. If it has an API or a database, we can sync it.
- Google BigQuery
- PostgreSQL
- Custom APIs
- DataBridge Middleware
WHAT CHANGES
What insurance companies look like after implementation.
Real operational improvements our clients experience after connecting their revenue engine on HubSpot.
Before
- Broker pipeline: quarterly spreadsheet submissions
- Renewal management: manual diary reminders
- Claims visibility: separate system, no CRM link
- Channel attribution: unmeasurable
- Cross-sell: ad hoc based on relationship memory
- Compliance trails: manual documentation
- Tech stack: 8+ disconnected systems
After
- Broker pipeline: real-time submission tracking dashboard
- Renewal management: automated 90-day retention campaigns
- Claims visibility: real-time status synced to CRM
- Channel attribution: full premium-to-campaign tracking
- Cross-sell: systematic life-event and gap-triggered workflows
- Compliance trails: automated logging on every interaction
- Tech stack: unified HubSpot + connected integrations
TESTIMONIALS
Client Testimonials
We approached MO Agency to assist in developing our paid marketing efficiencies through HubSpot integrations. The team was excellent.
Blaine H.
Marketing Manager | Finance & Insurance
MO Agency delivered above expectations. Communication, service, and the quality of work really stood out. Excellent across the board.
Barnard E.
Director | Banking & Financial Services
I’ve been impressed with MO Agency’s ways of working. They are reliable in their deadlines and follow-up. They have expert knowledge of HubSpot systems.
Shimkin J.
Manager | Banking & Financial Services
Reviews from the HubSpot Partner Directory. View them all.
Frequently Asked Questions
What makes MO Agency different from other HubSpot partners for insurance?
Can HubSpot replace our policy administration system?
No, and we don't position it that way. HubSpot handles your distribution management, client engagement, marketing, and revenue operations. Your policy admin system handles underwriting and policy servicing. We integrate the two so every team has the context they need without duplicating core insurance infrastructure.
How do you handle broker and agent management in HubSpot?
We build custom objects and pipelines for distribution management within HubSpot. Brokers and agents get performance dashboards, automated enablement content, and streamlined submission workflows. You get real-time visibility into channel performance with full attribution from submission to bound policy.
How long does a typical insurance HubSpot implementation take?
A standard implementation takes 10-14 weeks. Complex projects involving policy admin integrations, claims platform connections, and broker portal builds can take 4-6 months. We provide a detailed timeline during the discovery phase.
Can you integrate claims data with HubSpot?
Yes. We connect claims platforms like Guidewire, FINEOS, and custom systems to HubSpot using Operations Hub or our DataBridge Middleware. Claims status, resolution timelines, and satisfaction data sync to client records so relationship managers can intervene proactively for retention.
What ongoing support do you provide after implementation?
Most insurance clients engage on monthly retainers covering workflow optimisation, new integration builds, distribution channel onboarding, and quarterly strategy reviews. As your distribution network evolves and regulations change, we adapt your HubSpot configuration accordingly.
LET'S TALK
Ready to connect your insurance distribution and revenue operations into one system?
Whether you're implementing HubSpot for the first time, migrating from Salesforce, or fixing a CRM that can't handle distribution complexity — we'll design a system built for how insurance companies actually operate.