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.
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.