12 4. Compliance and Underwriting Discipline The Problem: Manual processes make it difficult to enforce underwriting guidelines and regulatory requirements consistently. The Solution: Salesforce platforms enforce rules through automation and validation. Integrated AI tools ensure: Submissions meet underwriting guidelines, have passed clearance and are in good order before they are reviewed. Regulatory requirements are satisfied with audit trails. All actions are documented, improving transparency and control. These enhancements reduce risk, improve consistency, and create a foundation for scalable growth. © 2025 PS Advisory. All rights reserved