Atlanta, Georgia  ·  Specialty Insurance Advisory

AI-Driven Operational Modernization
for Specialty Insurance Carriers

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About Harrison Hines

We built the firm
the market was missing.

For too long, specialty carriers and MGAs have been forced to choose — between consulting firms that understand insurance but can't architect a modern technology stack, and technology firms that can configure Salesforce but have never read a policy form.

Harrison Hines was founded to end that compromise. We work exclusively at the intersection of insurance operations, CRM and marketing technology, and AI-driven process modernization — because that intersection is exactly where the largest unrealized value in the industry sits.

Our founder brings over 12 years of experience working inside and alongside specialty carriers, building the systems, teams, and frameworks that translate technology investment into operational results. Not reports. Not roadmaps that gather dust. Results.

"The insurance industry is leaving millions on the table — not because carriers lack ambition, but because the advisory market has failed them."

12+
Years at the insurance–technology intersection
3
Core platforms: Salesforce, SFMC, HubSpot
1
Clear focus — specialty carriers & MGAs
What We Do

Advisory built around
your actual workflows.

01
CRM & Marketing Technology Optimization
You purchased the platform. Now it needs to work — for producers, underwriters, and your marketing team. We configure, integrate, and optimize the tools you already have.
Salesforce SFMC HubSpot
02
AI-Driven Process Modernization
We translate AI from an abstract concept into a practical operational roadmap — identifying where automation creates real ROI in claims, underwriting, and distribution workflows.
Process Design AI Integration ROI Modeling
03
Enterprise Integration Architecture
Siloed data is the single biggest barrier to operational efficiency in specialty insurance. We design unified data architectures connecting your CRM, policy admin, marketing, and BPM systems.
Data Architecture API Integration Identity Resolution
04
Digital Marketing Enablement
From BD self-service portals to automated Journey Builder campaigns, we build the marketing infrastructure that turns producer relationships into a scalable, measurable growth engine.
Journey Builder BD Automation Content Strategy
05
Analytics & Reporting Modernization
Dashboards your leadership will actually use. We build CRMA and Tableau reporting frameworks that surface the metrics that drive underwriting, retention, and distribution decisions.
CRMA Tableau Executive Reporting
06
Strategic Advisory & Fractional Leadership
For carriers and MGAs that need senior technology and operations leadership without a full-time hire. Engagements are structured around your outcomes, not our hours.
Fractional CTO Roadmapping Vendor Selection
Who We Serve
Too big to ignore AI.
Too smart to waste money
on the wrong advisor.

Our clients are ready to move.

  • Specialty Carriers
    Mid-size carriers in medical malpractice, professional liability, and E&O lines who need technology that understands the nuance of specialty risk — not generic enterprise software that was built for retail P&C.
  • Managing General Agents
    MGAs with growing distribution networks who need producer engagement tools, submission data infrastructure, and marketing automation that scales with their book — without a full internal tech team.
  • Insurance Technology Leaders
    CIOs, CTOs, and VP-level technology executives who need a peer-level advisor — not a vendor — to pressure-test strategy, evaluate platforms, and accelerate execution.
Insights

The intersection of insurance
and what's coming next.

The Harrison Hines newsletter covers AI adoption, CRM modernization, distribution strategy, and the operational patterns separating high-performing specialty carriers from the rest. No hype. No theory. Practitioner-level analysis for insurance technology leaders.

AI in Insurance Operations
Where machine learning creates real underwriting and claims efficiency — and where the ROI claims are overblown.
CRM & MarTech Strategy
Salesforce, SFMC, and HubSpot implementation patterns for specialty lines — what works, what doesn't, and why.
Distribution & Producer Engagement
Building the digital infrastructure that turns agent relationships into measurable submission pipelines.
Data Architecture & Integration
How leading carriers are solving the data silo problem — connecting policy admin, CRM, and marketing into a single system of truth.
Book a Consultation

Ready to talk about
what's actually possible?

Initial consultations are complimentary. We'll spend 30 minutes on your current state, where the friction lives, and whether Harrison Hines is the right fit.

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Atlanta, Georgia  ·  info@harrisonhines.com  ·  (470) 936-4688