Account Executive Zone

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

Reinsurer

Engagement tracking
Cedent and Broker
Relationship Management
Business Process consulting
Analytics & Data integration

Our Services

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

Kaz Yasui

Chief Information Officer

Tokio Marine HCC – Surety & Credit Groups

“Migrating our Surety Operation to Salesforce Service Cloud has allowed us to deliver business value, speed up digital innovation, and reduce infrastructure costs. Most importantly, my business now has insight into its operations that they were blind to in the past.”

Cody Dickinson

AVP Enterprise Systems & Innovative Technology

Louisiana Workers Compensation Corporation

"My experience working with PS Advisory has been exceptional. From the outset, PS Advisory has taken a collaborative approach, working closely with our team to understand our business needs and to develop tailored solutions that are efficient, effective, and scalable. Their deep technical expertise, attention to detail, and commitment to excellence are second to none. We value the partnership we have built with PS Advisory and look forward to continuing to work with them to drive innovation and success in our organization."

Christian Zwingel

Chief Operating Officer

N2G

"PS Advisory has been an invaluable partner in the development of our Integrated Underwriter Platform. Their deep technical knowledge of the Salesforce Platform and expertise in integrating external systems was critical to the success of this project. Their commitment to excellence, attention to detail, and ability to deliver high-quality solutions has been impressive. We are grateful for their contributions and look forward to continuing our collaboration with PS Advisory to deliver innovative solutions for the insurance industry."