Watch demos of PS Advisory's Salesforce solutions for insurance companies.
Watch a broker run their entire book from Slack: query Salesforce opportunities, pull AMS360 policies, find coverage gaps, and write opportunities back to Salesforce, all in one conversation.
A Salesforce producer types a single Slack message, and Sales Guide creates a Lead, enriches it, and schedules a follow-up task with AI-generated talking points. All in one turn. Get the result back in the same Slack thread with clickable record links.
BrokerGuide is an Agentforce AI assistant for insurance producers that lives inside the tools they already use. Now available in Microsoft Teams, it lets a producer pull up deals, surface what's stalled, hand work to a colleague, and draft outreach — all from a Teams chat, with every action written straight back to Salesforce.
Benefits Renewal Intake loads carrier renewal and quote workbooks into Salesforce Financial Services Cloud in about a minute. AI proposes how the columns map, and a person approves every load.
Ever wanted to just chat with Salesforce as you would with an assistant? Now you can. Built on the Salesforce Agentforce platform, you can now agentically interact with your Salesforce data directly from Slack. Simply ask questions or assign tasks, and it will be done. Watch the video to see it in action. MS Teams coming soon.
This demo shows how Agentforce converts a user’s raw notes into structured Salesforce records. By pasting notes into a single field and selecting Analyze with AI, users instantly receive suggested opportunities, tasks, and contacts that can be committed to the system with one click.
An Agentforce agent deployed in Slack that turns rep conversations into structured Salesforce leads in real time. Built for telecom sales teams that live in chat.
A telecom customer service rep resolves billing disputes, applies credits, and opens cases in Salesforce without ever leaving Slack. Powered by Agentforce.
An autonomous Agentic Salesforce workflow that takes a prospective insurance producer from online application to fully appointed — document review, NIPR licensing, contracting, and activation — with no human in the loop on the happy path.
See how Agentforce transforms an ACORD 130 and loss runs into a fully structured, analyzable underwriting package inside Salesforce. This demo shows the end to end experience from document ingestion to insights, exceptions, and recommended next steps.
A voice-enabled AI agent that guides callers through auto insurance quote intake using natural conversation—collecting driver details, vehicle information, and coverage preferences—then automatically creates a qualified lead in Salesforce.
Agentforce powered analysis that extracts key findings from medical records to accelerate workers' compensation claim decisions.
A voice-enabled AI agent that guides callers through workers' compensation first notice of injury reporting—capturing incident details, injured party information, witness contacts, and reporter details—then automatically creates an incident and claim in Salesforce and sends a confirmation email.
A three-and-a-half-minute tour of ten everyday problems at a large insurance agency, each shown on live Salesforce screens: one client record, renewals set up automatically, drafted follow-ups, photo and Teams note capture, cross-sell credit, one-sentence deal setup, live goals, forecast drift, coaching notes and next year's goals.
A short tour of three everyday agency problems on live Salesforce screens: every policy and coverage gap on one client record, meeting notes turned into Salesforce updates from a photo, and slipping deals flagged automatically, with forecast figures that open to the deals behind them.
Sales leaders and producers at an insurance agency usually start the day by pulling several reports together. This demo shows the Daily Briefing agent writing each person's Salesforce Home briefing before they log in, from the agency-wide view to a producer's own calls, and booking a meeting from it.
A producer's work is usually spread across the inbox, pipeline, renewals and follow-ups. This demo shows My Day in Salesforce: a morning push to the producer's phone, then one list written early each morning by several agents, every item badged with the agent that wrote it and its reason.
Carrier renewal and quote workbooks for group benefits clients arrive in different layouts and are often retyped by hand. This demo shows Agentforce in Salesforce reading three carrier workbooks and an employee census, proposing a mapping column by column, checking the carrier's math, and loading the data onto the renewal deal after a person approves.
Renewals slip when someone has to remember to start them. This demo shows Renewal Prep, an Agentforce agent, creating each renewal deal 90 days before expiry in Salesforce, with the current policy and renewal offer attached, a six-step checklist, a drafted client email and a cross-sell to raise.
When a renewal comes back much higher, explaining it to the client often starts late. This demo shows a 25.2% medical renewal increase flagged on the producer's Home, a defense pack with the reasons, options and plan, and a client letter drafted for the producer to edit and send.