Sponsors

PS Advisory helps insurance organizations transform how they work with Salesforce solutions built specifically for the insurance industry. We serve carriers, brokers and agencies, MGAs/MGUs, and reinsurers, bringing deep insurance domain expertise to every engagement.

Unlike generalist consultancies, insurance is all we do. Our team understands the realities of underwriting, distribution, claims, billing, and policy servicing, and we design Salesforce solutions around how insurance actually operates. With more than 50 insurance clients and over a decade of Salesforce expertise, we know how to move from strategy to a working solution quickly and with confidence.

Our services span the full lifecycle:

• Implementation and Customization: Purpose-built Salesforce implementations for insurance, delivered faster through proven accelerators and insurance-specific templates.
• AI and Agentforce Solutions: Secure, practical AI deployment where your data never leaves Salesforce. We help insurers put agentic AI to work in underwriting, service, and distribution workflows with governance built in.
• Integration Services: Reliable connections between Salesforce and your policy admin, AMS, rating, billing, and claims systems, so your teams work from a single, trusted view.
• Process Automation: Streamlined underwriting, claims, and renewal workflows that reduce manual effort and speed up cycle times.
• Analytics and Reporting: Real-time insights that help leadership see pipeline, book performance, and operational health clearly.
• Discovery and Advisory: Structured discovery, prioritization workshops, and roadmap planning that bind scope before you build, so projects deliver measurable ROI.

PS Advisory is a recognized Salesforce partner serving the insurance industry, honored as a Salesforce Innovation Partner. We are SOC 2 compliant and experienced with the security and regulatory demands insurers face.

Visit us to see how insurance-native Salesforce and AI expertise can accelerate your transformation. Learn more at www.psadvisory.com.