Client Success Stories
Real results from our insurance industry clients who partnered with PS Advisory for their Salesforce solutions.
Real Results for Real Clients
Discover how we've helped insurance organizations transform their operations and achieve measurable success with Salesforce.
N2G Case Study
N2G, a joint venture between Nationwide and Generali, partnered with PS Advisory to build a next-generation underwriting enablement platform. Leveraging Salesforce Financial Services Cloud as the orchestration layer, N2G transformed its fragmented legacy systems into a single, integrated environment — enabling faster quoting, better compliance, and more collaborative underwriting across six lines of business. Within 18 months, N2G launched five global products on the new platform and was recognized with Celent’s 2023 Model Insurer Award for Digital and Emerging Technologies.
Challenge
As a newly launched MGA, N2G inherited seven disparate systems from its parent companies, leading to siloed underwriting processes, manual quote assembly, and significant compliance risk. Underwriters managed complex, multinational risks across multiple lines (Global Property, Foreign Casualty, CGL,...
Solution
PS Advisory collaborated with N2G and Instec to deliver a Salesforce FSC-based enablement platform that served as a single pane of glass for underwriters. Key solution elements: - Salesforce Orchestration Layer — Submission management, rating, issuance, and renewals in one workspace. - Real...
Results
The program delivered measurable operational and business outcomes: - System consolidation: Reduced 7 legacy systems to 3 real-time integrated platforms. - Efficiency gains: 1,000+ hours saved annually by eliminating manual data entry and quote assembly. - Data quality: 25% improvement in u...
"We are truly grateful for the collaboration with PS Advisory. Their expertise and partnership have been instrumental in helping N2G build an integrated platform that has improved compliance, reduced manual work, and simplified the quoting process for our clients and brokers."
Technologies Used
LWCC Case Study
LWCC, the largest provider of workers’ compensation insurance in Louisiana, partnered with PS Advisory to modernize its underwriting, producer engagement, and communication systems. By leveraging Salesforce Financial Services Cloud, Synatic, and Marketing Cloud, LWCC streamlined submissions, automated straight-through processing, and built a modern broker portal — resulting in faster quoting, higher producer satisfaction, and improved operational efficiency.
Challenge
LWCC’s legacy technology stack slowed its ability to serve policyholders and agents effectively. - Seven disconnected systems led to manual, error-prone processes. - Agency relations teams spent three hours preparing for producer visits. - The legacy broker portal was difficult to update, l...
Solution
PS Advisory designed and delivered a multi-phase Salesforce transformation: - Distribution Management & Analytics: Created live dashboards and agency reports, cutting prep time from three hours to 15 minutes. - Broker Portal Rebuild: Delivered a mobile-ready Salesforce Experience Cloud portal ...
Results
LWCC realized measurable improvements across efficiency, accuracy, and customer experience: - 71% straight-through processing rate (up from 40%). - File setup time reduced by 93% (30 min → 2 min). - Agency prep time reduced by 92% (3 hrs → 15 min). - Rating change turnaround cut from mon...
"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."
Technologies Used
TM HCC Surety Case Study
Tokio Marine HCC Surety is a leading global surety provider, delivering bonds and credit solutions across diverse industries. As part of Tokio Marine HCC, the Surety group supports a wide distribution network of agents and brokers and manages complex underwriting and case workflows
Challenge
TM HCC Surety faced several pressing business and technology challenges: - End-of-life systems: Their legacy case management solution was being sunset, threatening operational continuity. - Fragmented data: Policy, broker, and distribution data were scattered across systems like GSA, Infinity,...
Solution
PS Advisory partnered with TM HCC to deliver a multi-phased Salesforce program that modernized both underwriting operations and distribution management: 1. Surety Case Management - Migrated all case data and custom integrations to Salesforce Service Cloud. - Delivered a console-based soluti...
Results
TM HCC Surety achieved measurable business improvements: - Rapid delivery: Core case management solution implemented in six months. - Full case visibility: Enabled tracking of data, process steps, and documentation across underwriting. - Improved broker engagement: Complete view of producer...
"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."
Technologies Used
PRI International (TMHCC – London) Case Study
Built a comprehensive distribution management solution on Salesforce Financial Services Cloud (FSC) for PRI International, with full integration to their Eclipse policy administration system. CRMA dashboards consume the FSC data, providing PRI with real-time insight into broker performance, production, and hierarchy.
Challenge
PRI needed a platform to manage the entire broker lifecycle—onboarding, hierarchy, policy production tracking—while eliminating duplicate entry and manual reporting. Legacy systems lacked real-time insights and were not scalable for future Guidewire migration.
Solution
PS Advisory implemented a fully integrated FSC-based distribution management solution: - Automated broker onboarding and approval processes within FSC. - Designed broker hierarchies and relationship structures. - Built integrations to Eclipse to synchronize policy and broker data bi-directi...
Results
- Full end-to-end broker management in FSC, replacing manual processes. - Single source of truth for broker and policy data across PRI. - CRMA analytics deliver real-time production and performance dashboards. - Reduced onboarding times, improved data quality, and positioned PRI for a smoot...
"PS Advisory was instrumental in transforming our broker management and reporting processes. Their Salesforce implementation gave us real-time insights, streamlined onboarding, and positioned us for a smooth Guidewire migration. The team’s deep industry expertise and collaborative approach made the project a success."
Technologies Used
PSA Financial (Acquired by Hilb Group) Case Study
PSA Financial, a leading insurance and financial services firm, provides risk management, employee benefits, and personal insurance solutions. PSA was recently acquired by The HILB Group, further strengthening its market position.
Challenge
Prior to the engagement, PSA faced several challenges: - Disconnected systems between BenefitPoint and AMS360 created manual work. - Limited visibility into the agency's overall sales pipeline. - No centralized marketing automation tool for targeted campaigns. - Difficulty aligning produ...
Solution
PS Advisory implemented a Salesforce-based solution that fully integrated BenefitPoint and AMS360, creating a single, connected agency pipeline management system. Key components included: - Salesforce Platform: Built on Salesforce Sales Cloud as the central hub. - Integration Layer: Bi-directi...
Results
The solution delivered measurable results: - Efficiency Gains: 30% reduction in manual data entry time. - Increased Visibility: Leadership gained a single source of truth for pipeline performance. - Improved Conversion Rates: 20% increase in opportunity-to-close ratio through targeted campa...
"Prior to Salesforce, I depended on my finance and accounting group to tell me what had happened. After we implemented Salesforce with PS Advisory, I could see what was going to happen and get involved before it did. Salesforce became my eyes and ears."
Technologies Used
Lancer Insurance Case Study
Lancer Insurance, a leading provider of passenger transportation coverage, sought to modernize its underwriting and submission process. Their existing workflows were manual, paper-dependent, and lacked real-time visibility for managers and underwriters. The result was slow submission-to-bind times, limited reporting capabilities, and no mobile access for underwriters in the field
Challenge
- Manual, paper-heavy business processes for underwriting submissions and approvals. - No real-time visibility into submission status for managers. - Lack of mobile capabilities, forcing underwriters to work from the office. - Limited reporting, hindering the ability to manage workload and ...
Solution
PS Advisory partnered with Lancer to deliver a custom Underwriter Desktop solution on the Salesforce platform in just eight months - Custom BPM Solution: Built a tailored Business Process Management (BPM) application to track and action new submissions, renewals, and ECR work items. - Real-Tim...
Results
- Increased Underwriter Productivity: Underwriters gained a single interface to manage all submissions, reducing time from submission to bind. - Enhanced Manager Visibility: Real-time dashboards improved workload balancing and performance oversight. - Reduced Operational Friction: Automation r...
"Developing a custom BPM solution on the Salesforce.com platform for Lancer Passenger Transportation Underwriters increased underwriter effectiveness, greatly improved manager visibility, and reduced time from submission to bind."
Technologies Used
LWCC (SF Marketing Cloud) Case Study
LWCC partnered with PS Advisory to build a scalable, persona-based transactional messaging engine on Salesforce Marketing Cloud, fully integrated with Salesforce FSC. The solution centralized all key communications and enabled fast expansion, deep personalization, and unified tracking.
Challenge
LWCC’s transactional emails were inconsistent, hard to scale, and lacked centralized governance. Triggers originated in multiple systems but needed to be orchestrated from Salesforce. Persona-specific journeys were required for customers, agents/producers, and internal teams, each with distinct entr...
Solution
PS Advisory implemented Marketing Cloud Connect, mapped Salesforce data to MC attributes, and created an attribute-driven framework to add communications without re-engineering. • Built 12–13 custom AMPScript emails with structured scripting standards. • Orchestrated Salesforce-originated trigge...
Results
• Personalization at scale: Persona-specific, data-driven emails. • Operational efficiency: Centralized orchestration reduced manual work. • Future-ready design: New communications can be added rapidly. • Unified visibility: Tracking and performance metrics consolidated in MC.
"PS Advisory helped us transform transactional messaging from a collection of one-offs into a reliable, scalable program that our teams can evolve."
Technologies Used
Pacific Resources (Part of Brown & Brown) Case Study
PS Advisory successfully migrated Pacific Resources from Salesforce Unlimited Edition to Enterprise Edition, retaining full functionality and integrating Salesforce with NetSuite and Concur for streamlined operations.
Challenge
Pacific Resources needed to migrate years of data, metadata, and legacy code from a Salesforce Unlimited org to a new Enterprise Edition org on a fixed budget and tight timeline. They also needed to maintain business continuity, preserve functionality, and address complex managed package dependencie...
Solution
PS Advisory performed a detailed discovery, created a migration roadmap, and used Jenkins pipelines to automate metadata deployment. Manual recreation was done for items that could not be migrated automatically. The team coordinated user acceptance testing and provided go-live support. Later, PS Adv...
Results
- Migration delivered on time and within budget - Full retention of views, reports, and key workflows - $500k cumulative savings over three years - Improved efficiency through automation and reduced manual work
"PSAdvisory stuck to their proposed timeline and delivered on all objectives. The insights and ability to efficiently solve our problems throughout the migration speaks volumes of their Salesforce knowledge and IT expertise. Their collaboration and no-nonsense approach allowed us to achieve our goal on time with excellent results, yielding us a cumulative savings of $500k over a three-year period. We would absolutely work with the PSAdvisory team again in the future – their high-quality service is truly outstanding."
Technologies Used
Risk Strategies (Acquired by Brown & Brown) Case Study
Risk Strategies is a top-10 national insurance brokerage headquartered in Boston, MA, with 200+ offices and 5,000+ employees. The company has executed a large-scale M&A strategy, bringing many agencies into a single corporate structure and leveraging Salesforce as the CRM and Vertafore AMS360 as the agency management system.
Challenge
Producers were entering opportunities, accounts, and contacts into Salesforce inconsistently. This led to data mismatches, AMS360 integration errors, and high administrative overhead for corrections. Management also struggled to get reliable pipeline visibility for forecasting.
Solution
PS Advisory designed and deployed guided Salesforce screen flows that: - Collected all required fields in a streamlined, intuitive process. - Applied real-time validation to catch errors before submission. - Used conditional logic to display only relevant fields, minimizing producer effort....
Results
- Producer Adoption: Increased opportunity and lead entry rates. - Data Quality: Integration errors dropped to near zero. - Efficiency: Admin hours spent on data cleanup decreased significantly. - Visibility: Management now has consistent, real-time opportunity data for accurate forecasting...
"PS Advisory helped us turn data entry from a pain point into a competitive advantage. Our producers now have an easy, guided way to submit data, and our admin team spends far less time fixing integration errors. We have better forecasting data and more confidence in our pipeline reporting."