Salesforce Consulting

We help Insurance Organizations innovate.

At PS Advisory, we provide specialized Salesforce consulting and development services for the insurance industry. Our services are designed to help insurance carriers, MGAs, brokers, agencies, and reinsurers streamline their operations, increase their efficiency, and enhance their customer experience.

Insurance Carriers & MGAs Services

How we can create Value for you
  • Broker portals
  • Underwriting desktops
  • Quoting and quote generation
  • Distribution management
  • Document generation
  • OCR for ACORD forms and loss runs

Our services for insurance carriers and MGAs help optimize operations and improve profitability by reducing overheads, improving data accuracy, and enhancing the customer experience.

Reinsurers Services

Reinsurers Services
  • Effective distribution management solution customized to the Salesforce platform
  • Integration with industry-leading financial data sources like S&P IQ
  • Engagement tracking
  • Cedent and Broker 
  • Relationship Management
  • Business Process consulting
  • Analytics & Data Integration

Our services for reinsurers help increase engagement rates with cedents, brokers, and other influencers in the marketplace, empower team members by making data available in a searchable and contextual way, monitor deals, run reports, and create analytics on opportunities in real-time.

At PS Advisory, we are committed to providing our clients with the highest level of service and support. Contact us today to learn more about how we can help your insurance company streamline its operations and improve its profitability.

Brokers & Agencies Services

Boost Your Agency with the 4 Quadrant Method and Our Salesforce and AMS Integration Services

As a broker, staying ahead of the competition is crucial to your success. In today’s fast-paced digital landscape, the ability to efficiently manage your sales processes and customer service interactions can make all the difference.

  • 4 Quadrant Method
  • Salesforce and AMS Integration Services
  • Other Specialized Services and Customized Solutions

4 Quadrant Method

With the 4 Quadrant Method, our clients can increase new business, cross-sell and upsell opportunities, drive client value between claim and renewal, and promote transparency and accountability. This approach is designed to help brokers and agencies get the most out of their Salesforce adoption rates, turning data into a force multiplier that can help them stay ahead of the competition. Contact us today to find out more about the 4 Quadrant Method.

The 4 Quadrant Approach is a framework that allows Salesforce to be customized and designed to align with the best practices of successful insurance producers and agency owners. 

This approach is not new, but it is a way of leveraging Salesforce’s capabilities to deliver results in four key areas, which we can group into four quadrants:

Quadrant 1: New Business

The first quadrant is New Business, where the focus is on identifying and nurturing potential new clients and closing deals. This can involve lead generation, outreach, and building relationships with potential clients.

Quadrant 2: Up-selling and Cross-selling

The second quadrant is Up-selling and Cross-selling, which is focused on maximizing the value of existing clients by upselling additional products or services or cross-selling products across different practice lines within an agency.

Quadrant 3: Stewardship

The third quadrant is Stewardship, where the focus is on adding value to the client between claims and renewals. This involves providing excellent customer service, providing assistance with claims, and identifying opportunities to improve coverage.

Quadrant 4: Scalability and Visibility

The fourth quadrant is Scalability and Visibility, which is focused on allowing producers and agency owners to understand what their team is doing and where opportunities lie. This involves using Salesforce to track key metrics, such as revenue and customer retention rates, and providing real-time data that can be accessed from anywhere.

By customizing Salesforce to address these four quadrants, producers and agency owners can create a powerful tool that helps them grow their businesses and deliver better results for their clients. 

However, the success of this approach depends on the quality of the data being inputted into Salesforce and the ability to use the data effectively.

If you would like more information on how the 4 Quadrant Approach can benefit your insurance business, please contact us. We are here to help.

Salesforce and AMS Integration Services

In addition to our 4 Quadrant Method, we also offer Salesforce and AMS integration services. Our team has successfully integrated with AMSs from both Vertafore and Applied Systems, providing a seamless and efficient solution for our clients. With our integration services, you can streamline your sales and customer service processes, all in one convenient platform. This integration helps eliminate redundancies, minimize errors, and promote efficiency, ultimately increasing your bottom line and allowing you to focus on what matters – growing your business.

Other Specialized Services and Customized Solutions

But that’s not all. We also offer a range of other specialized services to help increase your sales and improve your Salesforce adoption rates. By leveraging the Salesforce methodology and framework, we turn data into a force multiplier, providing a valuable asset to brokers and agencies.

Our team of experts is dedicated to providing personalized and customized solutions for each of our clients. We understand that every business is unique, and we will work with you every step of the way to ensure that your integration is seamless, efficient, and effective. Whether you need help with Salesforce setup, data migration, or customization, we’ve got you covered.

At our company, we are committed to helping our clients achieve their goals and succeed in today’s highly competitive market. Contact us today to learn more about how our 4 Quadrant Method, Salesforce, and AMS integration services, as well as our range of other specialized services, can help take your business to the next level. Let us help you harness the power of data and best practices to grow your brokerage business. of the data being inputted into Salesforce and the ability to use the data effectively.

If you would like more information on how the 4 Quadrant Approach can benefit your insurance business, please contact us. We are here to help.

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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