5. ROI Calculator: Quantifying Friction Reduction Our custom ROI model estimates the financial benefits of digital transformation by evaluating: ● Time Savings: Reduction in manual underwriting tasks and accelerated claim resolutions. ● Improved Conversion Rates: Enhanced quote-to-bind ratios driven by data-enabled decision-making. ● Operational Efficiency: A measurable decrease in loss ratios via streamlined processes and proactive fraud detection. Detailed assumptions and sensitivity analyses are available to provide full transparency and confidence in our projections. 6. Why PS Advisory is the Right Partner ● 100% Insurance-Focused Expertise : Unlike general consultants, PS Advisory specializes in insurance digital transformation . ● Salesforce-Centric Solutions : Deep expertise in Salesforce Financial Services Cloud & Insurance Solutions . ● Proven Success with Award-Winning Clients : Clients like LWCC & N2G have won Celent Model Insurer Awards . ● Incremental Transformation Approach : Small, measurable improvements rather than risky "big bang" implementations. 7. Next Steps for AEs 1. Use the Discovery Questions in your next client conversation. 2. Position Salesforce & PS Advisory as the solution for reducing operational friction. 3. Leverage case studies to prove real-world impact. 4. Engage PS Advisory for a deeper insurance-specific strategy discussion . For more details or to set up a joint customer call with PS Advisory, contact: ● Bruce Olson - [email protected] ● Andrew Bartels - [email protected] ● Tom King - [email protected]

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