PS Advisory: Transforming Insurance Businesses

Transforming Insurance Businesses Since 2013 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 client’s unique business needs. +12 Years | +100 Clients | +200 Implementations

Is your organization Carrier & looking to: MGA Modernize its technology infrastructure? Improve business processes and operational efficiency? Integrate and manage data Reins across systems? Access reliable, ongoing managed services and Brokers support? Salesforce tailored solutions Cloud Who We Serve PS Advisory specializes in Salesforce consulting for the Insurance industry, including Carriers, MGAs, Brokers, Agents, and Reinsurers. Agency and Reinsurers Carrier & MGA Broker Engagement Business Process Lead and Pipeline tracking Engineering Management Cedent and Distribution Agency AMS data Broker Management integration Relationship Insurance Portals Marketing Management Process SF consulting for Business Process Automation brokers consulting Insurance Data & Analytics & Data Insights integration BRIEF: ABOUT PS ADVISORY

PS Advisory delivers specialized Salesforce solutions for the insurance industry. We help organizations improve efficiency, streamline processes, and implement technology-driven strategies that support long-term business growth. Our Services Integration and Data Salesforce Consulting and Development Services We provide expert guidance on We enable seamless Salesforce strategy, architecture, connectivity across systems by and implementation, ensuring leveraging middleware solutions scalable and efficient solutions such as Synatic and MuleSoft. tailored to business needs. Our Our approach enhances data structured approach, using accessibility, eliminates silos, methodologies like WSJF, and and ensures smooth information FMEA, enhances development flow within Salesforce agility and project success. ecosystems. Managed Salesforce Business Process Services Consulting PS Advisory provides ongoing We optimize insurance operations Salesforce support, including by refining workflows, automating system enhancements, FSC manual processes, and improving migrations, and strategic customer engagement. Our planning. Our services ensure expertise spans broker portals, continuous improvement and underwriting tools, AMS long-term system optimization. integrations, and data-driven decision-making. BRIEF: ABOUT PS ADVISORY

How we create value +12 1. Industry Expertise & Specialization Deep expertise in Salesforce Years experience implementations for insurance (agents, carriers, and MGAs). Understanding of industry-specific challenges and regulatory requirements. Proven experience with Marketing Cloud, +100 FSC, and custom Salesforce solutions. 2. Tailored & Scalable Solutions Custom Salesforce configurations aligned Happy clients with your business goals. Scalable architectures that grow with your company. Seamless integrations with existing systems for a unified digital ecosystem. +200 3. Operational Efficiency & Process Optimization Automation of manual tasks to enhance Implementations productivity. Streamlined workflows to reduce inefficiencies and improve speed to market. Data-driven decision-making with real- time insights and analytics. BRIEF: ABOUT PS ADVISORY

4. Delivery Excellence & Risk Mitigation Agile, iterative approach ensures quick wins and continuous improvement. Risk assessment and mitigation strategies embedded in our delivery model. Transparent project governance with regular check-ins and reporting. 5. Hands-On Support & Enablement Expert guidance throughout the entire implementation journey. End-user training and adoption programs to maximize ROI. Dedicated support post-implementation to ensure long-term success. 6. Proven Track Record & Recognized Success Salesforce Partner Innovation Award Winner. Trusted by leading insurers for their Salesforce transformation. Delivering results with zero wasted efforts and maximum impact. BRIEF: ABOUT PS ADVISORY

PS Advisory has been an Migrating our Surety Operation My experience working with PS invaluable partner in the to Salesforce Service Cloud has Advisory has been exceptional. development of our Integrated allowed us to deliver business From the outset, PS Advisory Underwriter Platform. Their value, speed up digital has taken a collaborative deep technical knowledge of innovation, and reduce approach, working closely with the Salesforce Platform and infrastructure costs. Most our team to understand our expertise in integrating importantly, my business now business needs and to develop external systems was critical to has insight into its operations tailored solutions that are the success of this project. that they were blind to in the efficient, effective, and Their commitment to past. scalable. Their deep technical excellence, attention to detail, expertise, attention to detail, and ability to deliver high- and commitment to excellence quality solutions has been are second to none. impressive. Kaz Yusai, Chief Information Cody Dickinson Christian Zwingel, Chief Officer, Tokio Marine HCC - AVP Enterprise Systems & Operating Officer, N2G Surety & Credit Groups Innovative Technology Award-Winning Salesforce Implementations for Insurance WINNER LET’S TALK +1-443-424-2857 [email protected] Baltimore, MD USA