Our Services

Supercharge your business with us!!

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

PS Advisory Methodology

Great process leads to great Product!!

We deliver Industry leading results

N2G Fireside Chat

Creating Seamless Underwriting in Multinational Insurance

Fireside chat between Salesforce and N2G, a partnership between Nationwide and Generali, explores the challenges and strategic steps taken to create a seamless underwriting environment between two disparate cultures.

During this conversation, you’ll see how to

  1. Integrate systems and operating routines to create a culture of underwriting success
  2.  Leverage technology effectively to speed-up and simplify processes
  3.  Optimize premium opportunities between books of business
  4. Enable organic growth
  5. Maintain high levels of producer and insured satisfaction
  6. Manage global risks and processing requirements effectively

Some Numbers to Crunch

Our Client Spread

Re-insurance Broker
Reinsurance Carriers
Non Insurance Clients

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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