Transform Your Insurance Agency. Simplify, Automate, and Grow.
Trinity Hub360 is a robust and specialized CRM, designed exclusively for agencies, agents, and FMOs in the United States. Leave complexity behind and unify the management of your clients and policies in one intuitive and secure platform.
Discover Trinity Hub360
The insurance sector in the United States faces unique challenges, such as intense competition, the need for strict regulatory compliance, and complex management of policies and clients, often with scattered information.
To overcome these barriers, we present Trinity Hub, your strategic ally to transform the administration and growth of your insurance business. Trinity Hub, tu aliado estratégico para transformar la administración y el crecimiento de tu negocio de seguros.
Our goal is to simplify the administration and comprehensive management of policies and clients, ensuring security and efficiency at every step.
By using Trinity Hub, you’ll achieve unified client and policy management, automation of key processes, high standards of data security, and sustainable growth for your business.
Your Workflow with Trinity Hub
Trinity Hub is your strategic ally to manage the entire lifecycle of your insurance clients—from acquisition to renewal—with efficiency and security.
Highlights & Key Features:
Accessible design from any device, so you can focus on your clients.
Full support from lead capture to policy renewal.
Monitor and move your sales forward with detailed histories and tracking tools.
Always have the context of every client conversation at hand.
Free yourself from repetitive tasks with reminders and automated workflows.
Store all your important documents in one place.
Speed up processes and build trust with digital signature solutions and secure validation.
Key Modules: The Tools That Power Your Business
Trinity Hub se compone de módulos esenciales que cubren todas las facetas de tu operación en seguros.
Data Security and Backup: Your Information, Our Priority
At TrinityHub, we understand that data security and availability are critical to your success. Our CRM is designed with the highest security standards and a robust backup strategy to ensure protection and business continuity.
Secure Infrastructure on AWS
We’ve chosen Amazon Web Services (AWS) as the foundation of our infrastructure. AWS is globally recognized for industry-leading security, providing a highly reliable and scalable environment.
AWS data centers are protected with multiple security layers and strict access controls.
Advanced AWS tools including firewalls, network isolation, and traffic encryption.
Encryption for stored data and data in motion with strong encryption standards.
Principle of least privilege applied; only authorized staff access needed resources.
24/7 monitoring and alert systems to detect and respond rapidly to incidents.
Our Multi-Site Backup Strategy
To comprehensively safeguard your data, we implemented a multi-site backup strategy. Beyond AWS redundancy and high availability, we make full backups in two geographically distinct locations outside Amazon’s infrastructure. copias de seguridad completas de tus datos en dos ubicaciones geográficamente distintas fuera de la infraestructura de Amazon.
This multi-site approach ensures that—even in the unlikely case of a regional AWS issue—your data remains safe and accessible elsewhere. Backups are performed regularly and tested to ensure integrity and recoverability.
Commitment to Business Continuity
Our dedication to security and backups translates into peace of mind for your company. Trust that your CRM data is protected against loss and unauthorized access, allowing you to focus on what you do best: growing your business.
Our Multi-Site Backup Strategy
To comprehensively safeguard your data, we implemented a multi-site backup strategy. Beyond AWS redundancy and high availability, we make full backups in two geographically distinct locations outside Amazon’s infrastructure. copias de seguridad completas de tus datos en dos ubicaciones geográficamente distintas fuera de la infraestructura de Amazon.
This multi-site approach ensures that—even in the unlikely case of a regional AWS issue—your data remains safe and accessible elsewhere. Backups are performed regularly and tested to ensure integrity and recoverability.
Commitment to Business Continuity
Our dedication to security and backups translates into peace of mind for your company. Trust that your CRM data is protected against loss and unauthorized access, allowing you to focus on what you do best: growing your business.
Clients grow their business with Trinity HUB360.
Smart Investment for Your Growth
Our value proposal is reflected in a transparent, scalable pricing pricing structure designed to adapt to the growth of your insurance business. We offer tailored subscription plans for agencies, agents, and FMOs of all sizes.
How CRM Data Can Help You Make Better Business Decisions
Learn more about our platform with the articles below.
Cómo los datos de CRM pueden ayudarte a tomar mejores decisiones empresariales.
Are You Ready to Optimize Your Insurance Business?
We invite you to solicitar una demostración personalizada de Trinity Hub360 Trinity Hub to discover how we can transform your agency or FMO. Contact us today and take your business to the next level!
