About Us

Creating value for Insurance Organizations Since 2013

Supercharging Insurance Businesses Since 2013

Welcome to PS Advisory, a leading consulting firm that partners with clients to deliver exceptional value in the insurance industry. Founded in 2013 by Andrew Bartels, we specialize in leveraging the Salesforce Platform to provide tailored solutions that meet our client’s unique business needs. Our deep technical expertise and experience in the industry enable us to deliver successful solutions for Insurance carriers, MGAs, Agents & Brokers, and Reinsurance companies.

At PS Advisory, we are committed to providing our clients with excellent service throughout the project lifecycle and beyond. We believe that our client’s success is our success, which is why we never lose sight of the human aspect of our work. We understand that our clients are people and we strive to build long-lasting relationships with them.

Our team is dedicated to staying up-to-date with the latest technologies and trends in the industry. By leveraging best-in-class methodologies, we ensure that we deliver innovative and cutting-edge solutions that are both effective and efficient. 

We always approach our engagements in a consultative way, providing guidance and support throughout the entire project lifecycle. While challenges are inevitable, we are dedicated to working collaboratively with our clients to find solutions and deliver successful outcomes.

When you work with PS Advisory, you can always expect to speak with a real person who is committed to helping you succeed. It’s no wonder that our clients continue to engage with us long after the initial projects have been completed.

At PS Advisory, we are dedicated to providing tailored solutions that help our clients achieve their goals. Contact us today to learn more about how we can help you reach your full potential in the insurance industry. 

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

How we can create value for you

PS Advisory are Salesforce for Insurance Experts

Process Engineering
  • Requirement Gathering
  • Process Consulting
  • Process Modeling
  • UX Design
  • Prototyping
Distribution Management 
  • Broker Engagement
  • Book of Business
  • Data Insights and Analytics
Insurance Portals
  • Agent Portals
  • Underwriter Desktop
  • Claims Portal
  • Audit Portals
Process Automation
  • Business Rules Automation
  • Clearance and Compliance checks
  • Underwriter Authority
  • Approval Process
  • Document Generations
Insurance Data & Insights
  • Integration Architecture
  • Data Validation Frameworks
  • Middleware Implementation
  • Field level History tracking

Our Offices

Some Numbers to Crunch

Our Client Spread

Re-insurance Broker
Reinsurance Carriers
Non Insurance Clients

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

© 2023 Created with ❤ by PS Advisory