PS Advisory delivers proven Salesforce solutions that transform insurance operations.
Join industry leaders like N2G, HCC, and SBLI in achieving breakthrough results with our insurance-focused expertise.
70%+ straight-through processing achieved with our Salesforce implementation approach.
In today's rapidly evolving insurance landscape, carriers need more than just technology – they need a proven partner who understands both insurance operations and the Salesforce platform deeply.
Our Salesforce-focused approach, validated by industry leaders like N2G, HCC, and SBLI, delivers measurable results: dramatically reduced processing times, enhanced digital distribution capabilities, and the agility to launch new products in weeks rather than months. We combine deep insurance expertise with certified Salesforce capabilities to ensure your transformation succeeds.
Industry-recognized expertise delivering transformative Salesforce solutions tailored specifically for insurance professionals.
Recognition from industry leaders validates our expertise
Salesforce Innovation Partner
Outstanding innovation in insurance solutions
Celent LWCC Partnership
Recognized industry collaboration
Celent N2G Partnership
Next-generation solutions expertise
Leverage the full power of Salesforce's ecosystem to transform every aspect of your insurance operations
Accelerate time-to-market with Salesforce
Transform your submission process with digital portals, mobile apps, and APIs. Enable straight-through processing with automated quoting powered by Salesforce Financial Services Cloud.
Unified desktop powered by Salesforce
Consolidate your underwriting operations into a single Salesforce application with intelligent workflow automation, document management, and premium rating capabilities.
Optimize partner performance with Salesforce
Leverage Salesforce's powerful CRM capabilities to manage producer relationships, track performance metrics, and optimize distribution strategies with real-time insights.
End-to-end claims on Salesforce
Deploy Salesforce's industry-leading claims management solution for omni-channel FNOL, automated workflows, and superior customer experiences.
PS Advisory has delivered $100M+ in operational savings for leading insurance carriers through Salesforce transformation
Digital transformation of underwriting operations
Solution: Salesforce Financial Services Cloud with custom underwriting workbench
"Achieved industry-leading automation rates"
End-to-end digital platform for specialty lines
Solution: Integrated Salesforce ecosystem with MuleSoft and Tableau
"Revolutionized specialty insurance operations"
Complete digital transformation of life insurance operations
Solution: Salesforce Service Cloud with automated underwriting
"Set new standards for life insurance efficiency"
We deliver 40-60% faster implementations with 95% user adoption rates by combining deep insurance expertise with certified Salesforce mastery
Deep insurance domain knowledge combined with extensive Salesforce platform expertise and certifications
100% focused on insurance transformation with deep understanding of carrier operations and regulatory requirements
Pre-built solutions and accelerators that reduce implementation time by 40-60% compared to traditional approaches
Track record of successful implementations with measurable business outcomes across multiple carriers
Ready to transform your insurance operations with the industry's leading Salesforce partner?
Build on the world's #1 CRM platform with industry-specific solutions
Purpose-built for insurance with pre-configured data models, workflows, and compliance features
Comprehensive suite of integrated solutions for complete digital transformation
Leverage Einstein AI and continuous platform innovations to stay ahead
Structured methodology that ensures successful Salesforce deployments
Join N2G, HCC, SBLI, and other industry leaders who have achieved breakthrough results with PS Advisory's Salesforce expertise.