Industry insights, best practices, and Salesforce implementation guides from PS Advisory.
For 15 years, insurance agencies have spent millions copying their entire AMS into Salesforce - and then barely used any of it. The fix was never a better sync; it was admitting we've been solving the wrong problem all along.
There's a concept in insurance technology that everyone takes for granted: the agency management system (AMS) is the center of the universe. Applied Epic. Vertafore AMS360. HawkSoft. EZLynx. Whatever your agency runs on, it holds your customer records, your commission statements, your renewal dates, your activity notes. It's the hub that everything flows through. And for decades, that hub status has been the entire business model. The data flows through there, so you have to live there too. That's about to change. And the vendors trying to block it are accelerating their own irrelevance.
The insurance industry outlook for 2026 is defined by a dichotomy of record-breaking financial performance in some sectors and intensifying operational and environmental risks in others. While life insurers are seeing historic sales, the broader industry is navigating a "wild west" technological landscape and escalating catastrophe losses.
Salesforce has a new fourth pillar: AI - and it’s not just another tool in the Apex-Flow-Config triangle. It brings judgment and interpretation, challenging the deterministic mindset we’ve relied on for years. Read our latest blog to learn why AI demands a new way of thinking and where it truly enhances Salesforce workflows.
Most insurers won’t see real AI impact until their platforms are AI-capable. We help carriers, MGAs, and brokers make their existing systems AI-capable by integrating Salesforce so the benefits outlined in this post actually flow.
PS Advisory, a Salesforce consulting partner serving the insurance industry, announced today that Cody Dickinson, Vice President of Information Technology at LWCC, will participate in the Celent Kickoff Summit: Disrupt, Decode, Deliver: The Future Hits Fast at ITC Vegas, October 14–16 at Mandalay Bay. Dickinson will participate in the session Underwriting Modernization – New Tech, New Rules from 3:00 to 3:30 PM
Qualification is often left to gut instinct - but that leads to wasted time, inconsistent pipelines, and missed opportunities. This blog explores how the Four Quadrant Method transforms qualification from a subjective guess into a structured, repeatable process using Salesforce.
Referrals are a producer’s most powerful growth engine, but most agencies fail to track them. This blog shows why your referral network is as valuable as your book of business, and how Salesforce can turn it into a disciplined, scalable pipeline.
In this blog, our CTO, Hitesh Malhotra, breaks down the critical changes in Salesforce’s Summer ’25 release — what’s new, what could break, and why you can’t afford to wait. You’ll learn exactly what your org must do now to stay secure, performant, and future-proof.
The AI investment wave has reached insurance. Salesforce’s Agentforce promises to transform the way agents and brokers operate—drafting responses, summarizing policies, and automating repetitive tasks inside the Salesforce ecosystem. For carriers and MGAs, the opportunity is real. But so is the risk of wasted investment.
In this blog, we unpack what it really takes to move beyond AI hype: where to start, what risks to avoid, and how Carriers and MGAs can lay the groundwork for long-term ROI.
With the advent of AI code generation we’re seeing a host of people/companies, across all industries and sectors of society - not just insurance, creating their own solutions with AI development tools. The term “citizen developer” was coined back in 2009 as the result of advances in solution development, making it easier than ever for non-developers to create their own solutions.