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Deliver quotes faster, automate submissions, and give your underwriters the tools they need to succeed with our Salesforce Insurance solutions.
Eliminate manual data checks with OmniStudio's automated validation system, which is configurable, not coded.
Automatically process simple, high-volume submissions without manual review.
Give brokers instant visibility into submission status through Experience Cloud Portal designed for the Broker Experience
Keep your core systems while adding new capabilities. Our solution acts as a digital front door, connecting with your existing platforms.
PS Advisory,
Award-Winning Salesforce Implementation & Strategy Consultants
Our mission is to guide businesses through their technology evolution with proven Salesforce expertise. To help them make impactful decisions that accelerate their success.
Our client LWCC’s success story, recognized with the Model Insurer Award for Legacy and Ecosystem Transformation, showcases our ability to modernize insurance operations while preserving underwriting excellence.
N2G’s groundbreaking multinational platform, built with PS Advisory expertise, won Celent’s 2023 Emerging and Digital Technologies Award. We transformed complex multinational quoting into a seamless experience that’s setting new industry standards.
Chief Operating Officer, N2G
“PS Advisory has been an invaluable partner in the development of our Integrated Underwriter Platform. Their deep technical knowledge of the Salesforce Platform and expertise in integrating external systems was critical to the success of this project.”
AVP Enterprise Systems & Innovative Technology, LWCC
“Their deep technical knowledge of the Salesforce Platform and expertise in integrating external systems was critical to the success of this project. We look forward to continuing our collaboration to deliver innovative solutions for the insurance industry.”
When insurance leaders need transformative solutions, they choose PS Advisory. The results? Multiple Celent awards in 2023 and 2024. From multinational platforms to legacy transformation, our clients aren’t just implementing solutions—they’re winning awards
