Account Executive

Creating value for Insurance Organizations Since 2013

Hello Salesforce AE or SE,

Thank you for visiting our enablement site. We intend this virtual location as a place where you can find tools to help us work together.

We will be constantly adding to and updating the tools on this page based on your feedback.

Our first tool is PS Advisory at a Glance. This is to help you the Salesforce AE or SE better understand how we can collaborate on deals together. Our goal is shared success.

Next steps: Need help with a Deal or want to explore how we can work together to close Insurance deals in the future.

How can we support AE’s within the Deal Cycle

Your success is our success. If we can leverage our experience and relationships to help you close a deal we will. 
From a practical perspective we can work together and close deals together:

  • FSC Migration
  • Joint Technical Sessions
  • Custom Demos & POCs
  • Quickstart Implementations 
  • Strategic Services Investments
  • Client Dinners 
  • Subject Matter experts

Industry Solutions

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

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

What People Think About Us

Few of our Testimonials

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

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