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both Salesforce and PS Advisory that that led to the next project Project 2: Broker Portal Transformation Replaced an outdated external portal with a user-friendly experience while leveraging existing intellectual capital.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