Requirement Gathering
Supercharging Salesforce for Insurance since 2013 for Insurance Carriers, MGAs, Brokers and Agents & Reinsurers
The insurance industry can be complicated and it’s critical that when approaching prospects that we are able to translate the language of Salesforce into the language of Insurance.
To facilitate this we have created assets that together we can use as a guide, we eat, sleep and breathe Insurance
We deliver Industry leading results
Brokers and clients demand more transparency and faster turnaround. See how to reinvent commercial lines underwriting to better serve the market and make underwriters’ lives better.
Great process leads to great Product!!
Requirement Gathering
Business Process Engineering
Process engineering is essential for designing software that meets the needs of the business by identifying and analyzing business processes to ensure efficient and effective software design. Without it, software may not align with business needs and may be costly to maintain.
Technical Evaluation
Development cycles
Supercharge your business with us!!
We provide Salesforce consulting and development services for insurance carriers, MGAs, brokers, agencies, and reinsurers to streamline their operations, increase their efficiency, and enhance their customer experience.
Welcome to our Business Process Consulting for Insurance services. Our goal is to help your organization improve its efficiency and profitability by identifying and addressing pain points and business requirements.
We design and architect data solutions that empower insurance organizations with easy access to their data. We understand that data is the new oil, and it fuels the decision-making process that shapes the future of businesses.
Few of our Testimonials
“Migrating our Surety Operation to Salesforce Service Cloud has allowed us to deliver business value, speed up digital innovation, and reduce infrastructure costs. Most importantly, my business now has insight into its operations that they were blind to in the past.”
"My experience working with PS Advisory has been exceptional. From the outset, PS Advisory has taken a collaborative approach, working closely with our team to understand our business needs and to develop tailored solutions that are efficient, effective, and scalable. Their deep technical expertise, attention to detail, and commitment to excellence are second to none. We value the partnership we have built with PS Advisory and look forward to continuing to work with them to drive innovation and success in our organization."
"PS Advisory has been an invaluable partner in the development of our Integrated Underwriter Platform. Their deep technical knowledge of the Salesforce Platform and expertise in integrating external systems was critical to the success of this project. Their commitment to excellence, attention to detail, and ability to deliver high-quality solutions has been impressive. We are grateful for their contributions and look forward to continuing our collaboration with PS Advisory to deliver innovative solutions for the insurance industry."