● “How much time does your underwriting team spend manually processing submissions?” ● “Are you using a service or in house staff to set up applications and perform new business testing?” ● “Are agents and brokers frustrated with your submission process?” ● “Are your submissions for project approval supported by impact to the combined ratio and premium development?” ● “How do you track your combined ratio performance and improvement efforts?” ● “Are your claims processes manual and time-consuming?” ● “Do you have real-time visibility into distribution performance?” ● “How proactive are your processes to manage your channels? Agents and brokers in particular?” Salesforce’s Role in Closing the Friction Gap: ● Underwriting Automation → Reduces underwriting time and improves risk selection. ● Claims Digitalization → Accelerates claims processing and enhances fraud detection. ● Distribution Management → Enhances producer relationships and increases policy retention. ● AI & Predictive Analytics → Provides data-driven decision-making for underwriting and claims. 4. Case Studies: Proven Impact of Salesforce & PS Advisory Case Study 1: LWCC – Digital Underwriting Transformation ● Problem : Slow underwriting process, high submission times, poor agent experience. ● Solution : Automated underwriting desktop, OCR for submission processing, integrated CRM. ● Results : ○ Submission intake time cut from 30 minutes to 90 seconds . ○ Straight-through processing (STP) increased from 40% to 71% . ○ Agency visit prep time reduced from 3 hours to 15 minutes . Case Study 2: N2G – Reducing Friction in Multinational Underwriting ● Problem : Siloed systems, excessive manual work, redundant processes. ● Solution : Consolidated seven underwriting platforms into three, integrated CRM and policy issuance. ● Results : ○ 25% improvement in underwriting documentation . ○ 1,000+ hours saved in redundant work . ○ Increased broker satisfaction and faster quote generation .