Managed Services

We help Insurance Organizations innovate.

Welcome to PS Advisory Managed Services for Salesforce – your one-stop solution for all things Salesforce-related. We offer a range of services to help you optimize and enhance your Salesforce Org.

Strategic Planning – “From Goal Setting to Value Realization”
  • Are you looking to build out your Salesforce Org but not sure where to start? Our strategic planning services can help. From executive goal setting workshops to business process reviews, we’ll guide you through the process and ensure that you achieve long-term value realization.
Salesforce Optimization – “Streamline Your Business Processes”
  • Do you have technical debt, unused functionality, and missed opportunities with your Salesforce system? Let us help you merge new functionality with old to harmonize your business processes. Our Salesforce optimization services will ensure that your system is running efficiently and effectively.
Ongoing Enhancements – “Adapt and Evolve”
  • As your business processes evolve, so should your Salesforce Org. Our ongoing enhancements services will ensure that your system is up-to-date and continuously optimized. We can manage your backlog refinement, streamline business processes, and oversee continuous delivery so you can provide more transparency to leadership and beyond.
FSC Migration for Insurance – “Upgrade to Financial Services Cloud”
  • Insurance organizations leveraging Salesforce know the importance of having the right tools to manage client relationships, policies, and claims. That’s why migrating to Financial Services Cloud (FSC) is critical. FSC is designed specifically for the financial services industry, providing tools and features to help you manage clients, data, and workflows.
  • With FSC for Insurance, you can take advantage of features such as policy renewals, underwriting, claims management, and more. You’ll be able to manage your business more efficiently and make better-informed decisions. FSC for Insurance is built natively on the Salesforce platform, which means you can take advantage of its robust ecosystem of third-party apps and integrations.
White Glove Offerings – “Dedicated Team to Service Our Clients”
  • At Managed Services for Salesforce, we take pride in our white glove offerings. Our team consists of a Business Analyst that understands your system, Developer Resources that get your requirements and are available to add new features or fix bugs before they impact your business, QAs that test so that you don’t need to, and a Project Manager that ensures that it all just works. We work with you to ensure that your Salesforce Org is optimized for your specific needs.
  • Our customers love our fantastical focus on delivering client value. With our white glove offerings, you can rest assured that we are always available to help you maximize the potential of your Salesforce system.

Trust us to help you build out your Salesforce Org, merge new functionality with old, adapt and evolve your business processes, upgrade to Financial Services Cloud for Insurance, and optimize your system. We can also provide technical support to help your admin thrive. Don’t wait for updates when real-time synchronization is at your fingertips – let us help you with integration updates and support services.

PS Advisory Managed Services for Salesforce, we are dedicated to providing you with the best Salesforce services possible. Contact us today to learn more about how we can help you achieve your Salesforce goals

Supercharge your business with us!!

Salesforce Consulting and Development Services

We provide Salesforce consulting and development services for insurance carriers, MGAs, brokers, agencies, and reinsurers to streamline their operations, increase their efficiency, and enhance their customer experience.

Business Process Consulting

Welcome to our Business Process Consulting for Insurance services. Our goal is to help your organization improve its efficiency and profitability by identifying and addressing pain points and business requirements.

Integration and Data Services


We design and architect data solutions that empower insurance organizations with easy access to their data. We understand that data is the new oil, and it fuels the decision-making process that shapes the future of businesses.

Managed Services for Salesforce

  • Strategic Planning 
  • Salesforce Optimization
  • Ongoing Enhancements
  • FSC Migration for Insurance
  • Services Cloud
  • White Glove Offerings

How we can create value for you

PS Advisory are Salesforce for Insurance Experts

Process Engineering
  • Requirement Gathering
  • Process Consulting
  • Process Modeling
  • UX Design
  • Prototyping
Distribution Management 
  • Broker Engagement
  • Book of Business
  • Data Insights and Analytics
Insurance Portals
  • Agent Portals
  • Underwriter Desktop
  • Claims Portal
  • Audit Portals
Process Automation
  • Business Rules Automation
  • Clearance and Compliance checks
  • Underwriter Authority
  • Approval Process
  • Document Generations
Insurance Data & Insights
  • Integration Architecture
  • Data Validation Frameworks
  • Middleware Implementation
  • Field level History tracking

Meet Our Clients

Get In touch with Us

At PSAdvisory, we partner with our clients to drive innovation, improve efficiency, and solve complex technical challenges. 



Baltimore, MD USA

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