Most insurance agencies are sitting on a goldmine of data, inside Salesforce, AMS platforms, spreadsheets, and inboxes. But when that data doesn’t drive action, growth stalls. Producers fall into reactive cycles. Leaders can’t scale what they can’t see.
Why?
The issue isn’t access to data. It’s activating it—turning it into workflows, behaviors, and measurable outcomes.
That’s the gap Salesforce is built to close—when it’s implemented with the right structure.
At PS Advisory, we specialize in helping insurance agencies implement Salesforce in a way that reflects the real-world dynamics of distribution, retention, and operational scale. Our approach is rooted in a simple but powerful model: The Four Quadrants Methodology.
In this blog, we’ll break down the Four Quadrants Methodology and show how it transforms Salesforce from just a CRM into a true engine for agency growth.
The Four Quadrants are four categories of workflow and performance that every insurance agency must master to grow and scale. Each quadrant aligns directly with a Salesforce capability, and when properly implemented, each becomes a repeatable engine inside your CRM.
Here’s what the Four Quadrants look like at a glance:
Let’s break down how Salesforce powers each quadrant:
Growth begins with net new clients. But producers can’t be expected to chase leads manually or manage a book in their inbox.
With Salesforce, we help you:
Outcome: Producers prospect with discipline, follow-ups don’t fall through the cracks, and sales managers gain visibility into pipeline health at every stage.
Selling more to existing clients is the fastest path to profitable growth—and the best retention strategy. But it doesn’t happen unless producers are prompted and empowered.
In Salesforce, we configure:
Outcome: Cross-selling becomes structured, visible, and repeatable – not random or forgotten.
Retention is earned between the claim and the renewal. Yet most agencies fail to log—and therefore learn from—their stewardship efforts.
With Salesforce, we help agencies:
Outcome: Retention moves from passive to proactive, and you get credit for the value you deliver all year long.
Most CRM implementations fail because they mirror chaos. We implement Salesforce to replace chaos with structured, scalable workflows.
How we deliver:
Outcome: Your agency runs on a single source of truth that scales with you, not a patchwork of spreadsheets and inboxes.
Most Salesforce implementations stop at setup. We go further. We build your Salesforce around the Four Quadrants model, ensuring it reflects the actual work of growing and running an insurance agency.
We don’t stop at setup – we design Salesforce to drive results.
Insurance producers don’t need more data; they need better workflows. Agency owners don’t need more dashboards; they need systems that scale.
With the Four 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 empowers brokers and agencies to fully leverage Salesforce, turning raw data into structured workflows that drive growth, retention, and a lasting competitive edge.
If your current CRM isn’t helping your producers sell more or your team retain better, it’s time to evolve. Let’s talk about how the Four Quadrants model can help you drive more sales, enhance retention, and scale your business smarter.
PS Advisory can bring the strategies and domain expertise leveraged by LWCC to achieve an award-winning transformation to your organization. This includes insights and launching required capabilities that can revolutionize your insurance operations.
Gain exclusive insights into:
Don’t miss this opportunity to elevate your insurance business.
Fill out the form below, and we’ll personally reach out to share the details behind this award-winning project.
Your information is secure. We respect your privacy and will only use your details to discuss this exciting project with you.
