Partner with PS Advisory: Salesforce Consulting in Insurance

Partner with PS Advisory Your Trusted Salesforce Consulting Partner in Insurance

PS Advisory is a leading consulting firm that partners with clients to deliver exceptional value in the insurance industry. Founded in 2013, we specialize in leveraging the Salesforce Platform to provide tailored solutions that meet our clients' unique business needs. Meet our CEO, Andrew Bartels We love seeing Astro at Saleforce events Salesforce-Native Tools & Products Financial Services Cloud (Insurance) Salesforce Industries (Vlocity) Distribution Management Experience Cloud Service Cloud Salesforce AI (Einstein, GPT) MuleSoft About PS Advisory We Here to Help Get the right accounts Co-create solutions that close deals Ensure post-sale success Third-Party Integrations Guidewire Integration Duck Creek Integration Applied Epic Integration Tools we support Your Trusted Salesforce Consulting Partner in Insurance

Business Process Consulting We enable seamless connectivity across systems by leveraging middleware solutions such as Synatic and MuleSoft. Our approach enhances data accessibility, eliminates silos, and ensures smooth information flow within Salesforce ecosystems. PS Advisory offers ongoing Salesforce support, including system enhancements, FSC migrations, and strategic planning. Our services ensure continuous improvement and long-term system optimization. We optimize insurance operations by refining workflows, automating manual processes, and improving customer engagement. Our expertise spans broker portals, underwriting tools, AMS integrations, and data-driven decision- making. Integration and Data Services Managed Salesforce Services We provide expert guidance on Salesforce strategy, architecture, and implementation, ensuring scalable and efficient solutions tailored to business needs. Using methodologies like WSJF and FMEA, our structured approach boosts development agility and project success. Our Services Your Trusted Salesforce Consulting Partner in Insurance

Financial Services Cloud (Insurance) Provides a 360° view of clients, policies, claims, and life events tailored for insurers. Streamlines onboarding and service with pre-built insurance data models and workflows. Tracks agent and broker pipelines, opportunities, and renewals. Enhances collaboration across sales, underwriting, and distribution teams. Salesforce Industries (Formerly known as Vlocity) Automates quoting, policy admin, billing, and claims with low- code tools. Speeds product launches and improves customer experiences across all lines of business. Distribution Management (Agent & Broker Force) Centralizes licensing, appointments, commissions, and performance tracking. Supports broker engagement, marketing campaigns, and meeting scheduling. Experience Cloud (Portals) Delivers self-service portals for policyholders, agents, and brokers. Reduces service costs while improving access to claims, policies, and renewals. Salesforce-Native Solutions for Insurance Your Trusted Salesforce Consulting Partner in Insurance

Select Third-Party Tools and Solutions Guidewire Integration Syncs policy, billing, and claims data with Salesforce in real time. Enables front-office teams to access core system data without switching platforms. Duck Creek Integration Connects core policy and billing data with Salesforce workflows. Simplifies quoting, renewals, and servicing for agents and brokers. Applied Epic Integration Bridges agency management with Salesforce for better broker visibility. Aligns sales, marketing, and service activities across distribution partners. Salesforce AI Tools (Einstein, GPT) Predicts risk, fraud, or churn and recommends next-best actions. Enhances underwriting, claims, and customer engagement with intelligent automation. MuleSoft Connects Salesforce to legacy policy, billing, and claims systems. Streamlines operations by reducing manual work and improving data flow. Service Cloud Manages omni-channel service for claims, policy inquiries, and agent support. Improves resolution times with smart routing, automation, and a knowledge base Your Trusted Salesforce Consulting Partner in Insurance

What Differentiates Us from Other SIs: No surprises, predictable costs, and iterative delivery. Pre-Sales Support for AEs: We help build business cases, demo insurance-specific use cases, and scope accurate estimates. Fixed-Fee & Agile Approach: Deep Technical & Industry Knowledge: Accelerate Your Deals: We help AEs win & close deals faster with quick POCs, tailored demos, and strategic scoping. Salesforce-First Approach: 100% focused on Salesforce products—Marketing Cloud, Financial Services Cloud (FSC), and core platform. Industry Expertise: We understand insurance and financial services nuances, reducing friction during implementation. Proven Delivery Record: Delivered over X Salesforce projects, ensuring smooth adoption and high retention rates. We translate business needs into technical solutions efficiently. How Engaging with PS Advisory Helps You Sell More Effectively Your Trusted Salesforce Consulting Partner in Insurance

How We Work With AEs Partnering for Proactive Pipeline Development As Account Executives, closing deals is crucial. We want to help you close these deals by being your trusted partner from start to finish, offering support to you every step of the way. PRELIMINARY RESEARCH: We dive deep into the client’s needs and challenges, uncovering insights that open doors and create new opportunities. SALES STRATEGY DEVELOPMENT: Working together, we create a tailored sales approach that speaks directly to your target audience and aligns with their business goals. OUTREACH SUPPORT: From initiating contact to nurturing relationships, we’re here to help build momentum and ensure the conversation stays on track. SALESFORCE TEAM EDUCATION: We empower your team with the tools and knowledge they need at every stage, so they’re equipped to succeed. SALESFORCE TEAM EDUCATION: We join key discussions to ensure your solutions are well-aligned with client needs and expectations. CREATION OF INTELLECTUAL CAPITAL: We develop valuable sales materials, case studies, and other resources to support your sales cycles and strengthen your positioning. BENEFIT ANALYSIS: We collaborate to clearly communicate the specific benefits of your solution in a way that resonates with decision-makers. DEMO DEVELOPMENT SUPPORT: We help craft and tailor impactful product demos that showcase the full potential of your solution. We believe in investing time and energy up front to create meaningful opportunities. Our objective is to help shape deals before they’re even on the table. Here’s how we do it: Your Trusted Salesforce Consulting Partner in Insurance

Let’s Talk Today. Click Here Our goal is to co-create the pipeline with you, actively helping to identify, shape, and nurture opportunities — not simply reacting when a deal is already in progress. By working closely with you from the beginning, we aim to accelerate the sales cycle, build stronger client relationships, and close deals faster, all while driving long- term growth together. Ready to Accelerate Your Sales? We’re here to support you every step of the way, from pipeline development to closing deals faster. If you're ready to collaborate with us and unlock the full potential of Salesforce to drive your success, let’s get started. Contact us today to discuss how PS Advisory can help you close deals more effectively, build stronger client relationships, and grow your business. [email protected] Baltimore, MD USA +1-443-424-2857 Our Goal: Let us help you