PSA Financial Customer Success Story & Case Study

PSA Financial Customer Success Story & Case Study

Technologies: Salesforce Sales Cloud, Informatica Cloud, Marketo, Synatic

Learn how PSA Financial, now part of The HILB Group, used Salesforce integrated with BenefitPoint and AMS360 to eliminate silos, automate marketing, and gain real-time pipeline visibility—boosting efficiency, collaboration, and conversion rates.

The 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 producers, marketing teams, and leadership with a single source of truth.

The 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-directional integrations with BenefitPoint and AMS360 using middleware and APIs to synchronize account, policy, and opportunity data. - Pipeline Management: Unified view of opportunities across all lines of business, allowing producers and leadership to manage pipeline health in real time. - Marketing Automation: Implemented Salesforce Marketing Cloud for targeted campaigns, drip sequences, and automated follow-ups. - Dashboards & Reporting: Real-time reporting on KPIs like close rates, producer activity, and marketing ROI.

The 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 campaigns. - Better Collaboration: Producers, account managers, and marketing now work from the same data set. Before: Producers manually entered opportunities in multiple systems, causing delays and inconsistent data. After: Opportunities flow automatically from BenefitPoint and AMS360 into Salesforce, where producers can update and track progress in real time.

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.

Chip Lewis, CEO, PSA Financial