Supercharge Your Processes Underwriting Automation UW Desktop Engagement Analytics Claims

Supercharging Salesforce for Insurance since 2013 for Insurance Carriers, MGAs, Brokers and Agents & Reinsurers

Carrier & MGA

  • Business Process Engineering
  • Distribution Management 
  • Insurance Portals
  • Process Automation
  • Insurance Data & Insights

Agency and Broker

  • Lead and Pipeline Management
  • 4 Quadrant Method
  • Agency AMS data integration
  • Marketing
  • SF consulting for brokers


  • Engagement tracking
  • Cedent and Broker Relationship Management
  • Business Process consulting
  • Analytics & Data integration
How we have transformed Insurance sector

PSAdvisory Handbook for Insurance

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

Featured in Dreamforce 2022

Underwriting Has to Evolve in Today’s Market


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.

PS Advisory Methodology

Great process leads to great Product!!

Supercharge your business with us!!

Salesforce Consulting and Development Services

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.

Business Process Consulting

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.

Integration and Data Services


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.

Managed Services for Salesforce

  • Strategic Planning 
  • Salesforce Optimization
  • Ongoing Enhancements
  • FSC Migration for Insurance
  • Services Cloud
  • White Glove Offerings

What People Think About Us

Few of our Testimonials

Meet Our Clients

Get In touch with Us

At PSAdvisory, we partner with our clients to drive innovation, improve efficiency, and solve complex technical challenges. 



Baltimore, MD USA

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