What we accomplished
Salesforce Features Leveraged
ETL
- APEX
- Flow
Code Management
- VS Code
- Salesforce CLI
Security
- Named Credentials
- OAuth 2.0
The challenge
A national insurance marketing organization specializing in Medicare and ACA products faced mounting challenges within its Salesforce environment. Over time, the system had grown bloated with redundant fields, legacy automations, and overlapping configurations left behind by multiple vendors.
Their in-house Salesforce administrator was juggling competing priorities, from managing daily user support to executing large-scale projects, leaving little capacity for backlog cleanup or strategic platform improvements.
The result:
- Technical debt that slowed system performance and confused users
- Redundant automations and outdated fields
- Limited visibility into real-time licensing and enrollment data
- Inefficient manual workflows for agent management and compliance
The company needed a Salesforce partner who could stabilize the platform, streamline integrations, and help their internal team evolve Salesforce into a reliable source of truth
Our approach
Rōnin Consulting was engaged to assist the organization’s internal Salesforce team with backlog management and technical debt reduction.
Our consultant began by auditing the existing Salesforce configuration, identifying unused fields, obsolete automations, and redundant data relationships that were slowing down the system.
Once the foundation was stable, Rōnin collaborated closely with leadership and department stakeholders to identify high-impact initiatives. One critical opportunity emerged: integrating Salesforce with external systems that could provide more accurate, real-time data on agent licensing and application activity.
Rōnin took a phased, strategic approach:
- Phase 1: System cleanup and performance tuning
- Phase 2: Design and implementation of key integrations
- Phase 3: Establishing repeatable patterns for future integrations
Solution
Integration 1: National Insurance Producer Registry (NIPR)
The first major initiative connected Salesforce to the National Insurance Producer Registry (NIPR) — the national database for agent licensing.
Prior to this integration, updates to agent license status arrived weeks or even months late through third-party carrier reports. Rōnin implemented a nightly automated batch process that retrieves NIPR change reports via a secure API and synchronizes license data directly into Salesforce.
This solution provided:
- Real-time license verification and updates
- Automated expiration alerts and renewal reminders
- Centralized visibility across all agents and product lines
The integration reduced latency from months to hours, giving the client actionable insight and allowing proactive outreach to agents nearing expiration.
Integration 2: SunFire Enrollment Platform
Next, Rōnin connected Salesforce with SunFire, a key enrollment system used for Medicare and Medicaid applications.
Previously, staff relied on manual report pulls and external lookups to confirm application activity. Rōnin developed a real-time data feed that now populates Salesforce with current enrollment information, automatically linking each record to the appropriate agent and beneficiary.
This eliminated manual searches, reduced data discrepancies, and created a single source of truth for tracking enrollment and benefits activation.
Ongoing Enhancements
Following these successful rollouts, the client expanded Rōnin’s engagement to include four additional integrations and long-term platform optimization. Each integration is designed with reusable patterns for maintainability and scalability across the organization’s growing network of partner brokerages.
Results
Rōnin’s work delivered immediate and measurable improvements:
- Integration timelines reduced by 80%, from six months to roughly four weeks per project
- Real-time visibility into agent licensing and enrollment data
- Streamlined system performance, with cleaner architecture and reduced technical debt
- Faster turnaround for compliance and agent onboarding workflows
- High internal adoption and stakeholder confidence, leading to an ongoing 2026 engagement
The client’s leadership noted that integrations previously considered “long-term” were completed in weeks, accelerating operational efficiency and empowering teams across sales, compliance, and support.
Next Steps
Building on this success, Rōnin continues to support the organization’s Salesforce ecosystem: expanding automation, developing additional integrations, and optimizing user experience for agents nationwide.
Why Rōnin?
Our proven expertise in custom software development and operational transformation made us the ideal partner for this project. We took the time to understand the client’s needs and worked closely with them to deliver a solution that resolved their immediate challenges and positioned them for future success.
If your company relies on specialized software to drive its business and needs a trusted partner to modernize and optimize your systems, we can help.
Let us bring your vision to life. Contact our team today for a free consultation.