Partner with PS Advisory

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 Your Trusted Salesforce Consulting Partner in Insurance Tools we support

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

Close Deals Faster with PSA PS Advisory (PSA) is your go-to partner for accelerating the sales cycle and increasing contract value. Our deep expertise in the insurance industry and technical prowess ensures we deliver impactful solutions that resonate with clients. Success Story: Industry Experience Wins Confidence Challenge: A Property Casualty Commercial Lines MGA with legacy, proprietary systems with complex pain points. Solution: PSA demonstrated deep industry knowledge and quickly understood their business nuances, creating an instant bond with the client.PSA uncovered key issues, proposed targeted solutions, and collaborated with Salesforce to deliver an initial proposal that addressed the client’s primary concerns. Outcome: The deal closed in just four months. Starting small, PSA is focused on quick success, setting the stage for future expansions in software licenses and Salesforce implementations. DEAL CLOSED IN JUST FOUR MONTHS. Success Story: Industry Experience Wins Confidence Your Trusted Salesforce Consulting Partner in Insurance

THE SALES CYCLE WAS ONLY THREE MONTHS. Success Story: Deep Process and Technology Skills Prevail Success Story: Deep Process and Technology Skills Prevail Challenge: A life insurer was leaning toward Microsoft due to cost concerns. Solution: PSA’s technical expertise and industry knowledge turned the tide. By asking probing questions and conducting a thorough technical discovery, PSA built client confidence and crafted a value-driven proposal. The client chose Salesforce over the cheaper incumbent option. Outcome: The client purchased a higher-value product tailored to their needs, proving PSA’s ability to shift focus from price sensitivity to value-based decision-making. The sales cycle was only 3 months. Takeaway Involve PSA early in your sales cycle early to gain client confidence, improve your chances of success, close deals faster, and secure higher contract values. Your Trusted Salesforce Consulting Partner in Insurance

Success Story: Property & Casualty Commercial Lines Insurer This relationship with this client started small and grew extensively over time, based upon the successful implementation of Salesforce by PS Advisory to support critical business functionality. Project 1: Distribution Management Developed a system to track and support meetings with independent agents, replacing manual processes. Result: A highly successful project saving significant client resources and visibility. This created trust in both Salesforce and PS Advisory that that led to the next project Project 2: Broker Portal Transformation Replaced an outdated external portal with a user-friendly experience while leveraging existing intellectual capital. Result: Improved processing efficiency and broker satisfaction and adoption. Increased the ability to quote, apply and bind properties. This led to project number 3. Create Long-Term, Profitable Relationships with Clients PSA doesn’t just help close deals—we ensure ongoing client success and growth by expanding Salesforce footprints and delivering unmatched implementation results. The key factor here is PS Advisory’s track record of delivering successful, high value projects that make our joint clients successful. Your Trusted Salesforce Consulting Partner in Insurance

Let’s Talk Today. Click Here Why Choose PS Advisory? Award-Winning Expertise: Recognized by Salesforce Partner Innovation Awards and Celent Model Insurer Awards for transforming financial services. Industry Knowledge: Decades of experience in insurance enable us to understand client pain points instantly. Unmatched Execution: We don’t fail—every project delivers measurable value. [email protected] Baltimore, MD USA +1-443-424-2857 Partner with PS Advisory today to close deals faster and build long-term profitable relationships with your clients! Project 3: Underwriting Desktop Installed an application submission process, automated processing (where possible) and an underwriting desktop that significantly reduced manual processing for new business submissions and endorsements. Result: Increased operational efficiency, process automation, premium processed by each underwriter and a third expansion of Salesforce licenses. Partnering with PSA ensures client success on every engagement. Our track record of delivering value enables Account Executives to grow client relationships, expand Salesforce footprints, and drive new license sales.