PRI International – Salesforce & Distribution Management Transformation

Technologies: Salesforce FSC, Salesforce CRM-A, Eclipse Integration, API Integrations, (future-ready Guidewire Integration), Synatic

Learn how PS Advisory helped PRI International (TMHCC London) transform broker management and reporting with Salesforce CRM-A, Eclipse integration, and real-time analytics—laying the foundation for Guidewire migration.

The 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.

The 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-directionally. - Delivered CRMA dashboards using FSC data for actionable insights. - Prepared architecture for future Guidewire migration, enabling Eclipse deprecation.

The 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 smooth Guidewire transition.

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.

Head of Insurance Marketing Ops, PRI International (TMHCC London)