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.

Founder & CEO
"Insurance organizations deserve a Salesforce partner that understands their industry as well as the platform."
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.
"To empower insurance organizations with technology solutions that transform customer experiences, streamline operations, and drive growth."
We deeply understand insurance workflows, regulations, and customer expectations.
We view ourselves as an extension of your team, committed to your long-term success.
We constantly explore new ways to leverage Salesforce capabilities for insurance-specific challenges.
We maintain rigorous standards in our implementations, ensuring robust, scalable solutions.
Meet the experts guiding our insurance-focused innovation
Headquarters
Baltimore
Maryland
443-424-2857
contactus@psadvisory.com
We're always looking for talented professionals who share our passion for insurance technology.