Focused Workshop Objectives:

• Address Pain Points: Dive deep into insurance challenges, offering actionable insights.
• Prioritize Business Requirements: Identify critical needs to optimize efficiency in insurance processes.
• High-Level Solutioning: Leverage group experience for operational improvements and targeted metrics.
• Post-Event Process Mapping: Craft a tailored roadmap for improvement using Lean Six Sigma best practices.

Value Addition through Lean Six Sigma Workshops:

Our Lean Six Sigma workshops go beyond boosting operational efficiency; they provide a comprehensive understanding of existing insurance processes. By delving into challenges and conducting a strategic pre-work plan, these workshops ensure a meticulous analysis, preventing the duplication of user pain points in new system implementations. The real value lies in aligning business processes with organizational vision and priorities, facilitating high-level solutioning through group collaboration, and crafting tailored roadmaps for improvement using Lean Six Sigma best practices. This approach guarantees a seamless transition, continuous progress monitoring, and unbiased insights, offering your insurance operations a competitive edge in the market. Embrace innovation and efficiency with Lean Six Sigma in Salesforce through PS Advisory.

Benefits of Implementing Lean Six Sigma in Insurance Operations:

• Enhanced Efficiency: Streamline operations and reduce redundancies for peak efficiency.
• Data-Driven Decision-Making: Utilize Salesforce analytics for informed and precise decisions.
• Technology Requirements: Identify new solutions for success in a competitive market.
• Continuous Evaluation: Implement a robust framework for ongoing progress monitoring.
• Stakeholder Involvement: Engage all stakeholders for seamless transition and effective change management.
• Unbiased Facilitation: Benefit from an external facilitator for impartial and unbiased insights, fostering an objective and neutral workshop environment.

Stay Competitive, Stay Ahead: Embrace the transformative power of Lean Six Sigma in Salesforce with PS Advisory. Elevate your insurance processes for a future-ready and competitive edge.

Ready to revolutionize your insurance operations? Connect with PS Advisory today and embark on a journey of innovation and efficiency!

PS Advisory has chosen Salesforce as the primary solution we focus on due to Salesforce’s ability to help insurers avoid the legacy trap.  With experience in CRM, underwriting, distribution management, marketing and digital transformation, PSA has significant experience in helping insurers re-engineer their business and effectively execute their business strategy.