About PS Advisory
Insurance-Focused Salesforce Expertise
PS Advisory was founded with a singular mission: to help insurance companies leverage the full power of Salesforce to transform their operations and customer experiences.
Andrew Bartels
Founder & CEO
"Insurance organizations deserve a Salesforce partner that understands their industry as well as the platform."
Our Story
PS Advisory was founded by Andrew Bartels with a simple but powerful vision: insurance organizations deserve a Salesforce partner that understands their industry as well as the platform. With decades of experience in insurance technology, Andrew launched PS Advisory to close that gap by offering strategic, certified Salesforce expertise tailored to the needs of brokers, MGAs, carriers, and reinsurers.
What began as a focused vision has grown into a full-service Salesforce consultancy with deep expertise across P&C, Life, and Health insurance domains. Today, our team includes certified Salesforce architects, developers, and business analysts who share a passion for insurance innovation.
Together, our team combines technical depth, insurance industry fluency, and a relentless focus on outcomes. We don't just implement Salesforce; we help transform the way insurance organizations work.
Our Mission & Values
"To empower insurance organizations with technology solutions that transform customer experiences, streamline operations, and drive growth."
Industry Expertise
We deeply understand insurance workflows, regulations, and customer expectations.
Client Partnership
We view ourselves as an extension of your team, committed to your long-term success.
Continuous Innovation
We constantly explore new ways to leverage Salesforce capabilities for insurance-specific challenges.
Quality Delivery
We maintain rigorous standards in our implementations, ensuring robust, scalable solutions.
Team
Meet the experts guiding our insurance-focused innovation
Andrew Bartels
Founder & CEO
Andrew founded PS Advisory with a vision that insurance organizations deserve a Salesforce partner that understands their industry as well as the platform. With decades of experience in insurance technology, he launched PS Advisory to close that gap.
Hitesh Malhotra
CTO
With over 20 years of experience in the Salesforce ecosystem and 25+ certifications, Hitesh has built solutions across Europe, South Africa, and the United States. He translates complexity into clarity and ensures our solutions scale with our clients' growth.
Nancy Paul
Senior Delivery Manager
With 17 years of project management experience, Nancy specializes in helping insurance clients achieve real ROI. She aligns stakeholders, manages complex implementations, and ensures every project delivers on its promise.
Judd Lehmkuhl
Solution Architect
With deep experience in both sales operations and Salesforce development, Judd not only knows how to configure and build on the Salesforce platform, but also excels at translating client needs into clear, actionable requirements for developers.
Prateek Shukla
Solution Architect
With years of experience across the full tech stack—including Salesforce and other platforms—Prateek brings a unique ability to understand client requirements and translate them into functional solutions, while also managing responsibilities ranging from client engagement to DevOps and team leadership.
Where to Find Us
Baltimore, MD
Headquarters
Baltimore Office
Baltimore
Maryland
contactus@psadvisory.com
Join Our Team
We're always looking for talented professionals who share our passion for insurance technology.