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Majesco + HubSpot Integration
Majesco is insurance policy-administration software. Our integration connects producers, policy insureds, producer contacts and policies with HubSpot, so records and activity flow into the CRM.Our Experience
Method: custom build on Karana (iPaaS) for insurance policy administration; policies pulled via Majesco's reporting API.
Built: Producers/Agencies → Companies (create-only push where scoped); Policy Insureds & Producer contacts → Contacts; Policies/Transactions → Custom Objects.
In plain terms: We've built a custom Majesco–HubSpot link on our middleware so producers and agencies become companies, policyholders and producer contacts become contacts, and policies and transactions are pulled in — via Majesco's reporting API — as custom objects for reporting and renewals. Because policy data is sensitive and Majesco's API is report-oriented, each build is scoped to what's needed in the CRM rather than copying the whole system across.
- Vertical
- Custom integration
Planning a Majesco + HubSpot integration?
Tell us which Majesco systems, objects and workflows you need to connect. We'll recommend the right integration architecture, sync direction, and implementation approach.
Book a Call
Tell us which Majesco systems, objects and workflows you need to connect. We'll recommend the right integration architecture, sync direction, and implementation approach.
Book a Call
Data Sync Objects
| HubSpot Object | Majesco Object | Direction |
|---|---|---|
| Companies | Producer / Agency | External → HubSpot |
| Contacts | Policy Insured | External → HubSpot |
| Contacts | Producer contact | External → HubSpot |
| Custom Objects | Policy / Transaction | External → HubSpot |
Use Cases
Policy Visibility
Policies and transactions are pulled into HubSpot as custom objects, so sales and service can see coverage and activity without logging into Majesco.
Majesco Policies & Transactions → HubSpot Custom ObjectsProducer & Insured Records
Producers and agencies become companies while policyholders and producer contacts become contacts, so relationships map cleanly into the CRM.
Majesco Producers & Insureds → HubSpot Companies & ContactsRenewal Management
With policy dates and terms in HubSpot, renewals can be tracked and worked ahead of time, so fewer policies lapse without follow-up.
Majesco Policy Terms → HubSpot → Renewal TrackingFeatures
- Producer/agency sync
- Policy-insured contacts
- Policy & transaction data
- Reporting-API pull
- Insurance-specific mapping
- Built on Karana iPaaS
Frequently Asked Questions
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How does the Majesco HubSpot integration work?
Majesco is insurance policy-administration software. We build a custom integration on Karana (UTS iPaaS): producers/agencies map to HubSpot companies, policy insureds and producer contacts to HubSpot contacts, and policies/transactions pull in via Majesco's reporting API as custom objects.
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What data can I sync between Majesco and HubSpot?
Producers/agencies ↔ Companies, policy insureds & producers → Contacts, and policies/transactions → Custom Objects.
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Can the integration be customized to our Majesco setup?
Yes. Which extracts, field mappings and sync direction (e.g. create-only producer push) are scoped to your Majesco setup.