Modern Insurance Requires Modern Communications
The Communications Gap
Insurance carriers struggle with inconsistent transactional emails, difficult-to-scale messaging systems, and disconnected communication platforms that fail to provide unified customer experiences across channels.
Fragmented Systems
Transactional communications scattered across multiple platforms make it impossible to maintain consistency or track performance effectively.
Scaling Challenges
Adding new communications requires extensive development work, slowing time-to-market and limiting ability to respond to business needs.
Why PS Advisory for Marketing Cloud
Certified Salesforce Partner Since 2013 • Partner Innovation Award Winners
Under the leadership of Andrew Bartels and Hitesh Malhotra, our team brings over a decade of Salesforce expertise and industry recognition to every insurance transformation
Strategy & Data
We leverage data science to create and execute CRM campaigns for lead acquisition, nurturing and conversion; customer loyalty retention and reactivation; and brand awareness.
Implementation & Migration
We are experienced with both new configurations, as well as migrating existing customers to the latest versions of Salesforce, ensuring seamless transitions.
Third-Party Integrations
We connect Salesforce to third-party applications and custom-built technology stacks via APIs and other solutions, creating unified ecosystems.
Production Support
Our creative and development services can partner with you to produce compelling digital marketing that aligns with your brand.
Salesforce Partner
Since 2013
Innovation Award
Partner Winner
With over a decade as a certified Salesforce partner, we've earned industry recognition for innovative insurance solutions that drive real business results.
Our Salesforce Certifications
Marketing Cloud
Consultant
Marketing Cloud
Developer
Marketing Cloud
Email Specialist
Sales Cloud
Consultant
Salesforce
Administrator
Salesforce Master Marketing Cloud Certified
Andrew Bartels & Team
Led by Industry Experts
Under the leadership of Andrew Bartels and Hitesh Malhotra, PS Advisory has established itself as the insurance industry's trusted Salesforce Marketing Cloud partner. Our team combines deep insurance knowledge with certified Salesforce expertise to deliver solutions that drive real business value.
2013
Salesforce Partner Since
Innovation
Partner Award Winner
Master
Marketing Cloud Certified
Comprehensive Marketing Cloud Solutions
PS Advisory delivers end-to-end Marketing Cloud implementations tailored specifically for insurance carriers' unique requirements.
Seamless data synchronization
Connect your Salesforce CRM (including Financial Services Cloud) with Marketing Cloud for unified customer data and automated workflows.
- Marketing Cloud Connect implementation
- Salesforce Contact and Account mapping
- Marketing Data Sharing configuration
- Real-time data synchronization
Attribute-driven architecture
Build a non-static, expandable framework that allows new communications to be added rapidly without re-engineering.
- Dynamic attribute-driven design
- AMPScript customization capabilities
- Structured scripting standards
- Template-based communication system
Intelligent automation
Orchestrate triggers directly from Salesforce with sophisticated data transformation and routing to Marketing Cloud.
- Direct Salesforce trigger origination
- Data transformation middleware
- Automated trigger execution
- Error handling and retry logic
Targeted customer experiences
Create complex, persona-specific Journey Builder paths for customers, agents, producers, and internal stakeholders.
- Multi-persona journey design
- Distinct entry criteria per segment
- Advanced branching logic
- Lifecycle-based personalization
Secure and scalable
Configure production-ready Business Units with proper security, tracking, and development environments.
- Parent/Child Business Unit structure
- Single Sign-On (SSO) integration
- Centralized tracking and reporting
- Development and production separation
Proven Results in Insurance
See how Andrew Bartels and the PS Advisory team transformed transactional communications for a leading insurance carrier
LWCC
Elevating Transactional Communications with Marketing Cloud
The Challenge
LWCC needed a robust way to deliver automated, personalized, and reliable transactional communications distinct from general marketing. Transactional emails were inconsistent and difficult to scale, with triggers needing to originate from Salesforce and route to a dedicated high-volume platform.
Our Solution
PS Advisory implemented a tailored Salesforce Marketing Cloud solution that connects directly to Salesforce data and processes, creating a scalable, persona-based transactional messaging engine.
Transformative Results
"PS Advisory helped us transform transactional messaging from a collection of one-offs into a reliable, scalable program that our teams can evolve."— LWCC Leader
Oh, did we mention we won a Celent Award for our work that included Marketing Cloud at LWCC?
Transform Your Insurance Operations
Achieve measurable improvements across all aspects of customer communications
Personalization at Scale
Deliver highly tailored, data-driven transactional emails aligned to persona and lifecycle stage
Operational Efficiency
Centralized orchestration reduces manual steps and improves consistency across departments
Future-Ready Architecture
Attribute-driven design makes adding new communications fast without re-engineering
Unified Visibility
Track deliveries, engagement, and performance in one centralized platform