PS Advisory: Transforming Insurance Businesses Since 2013

Lead and Pipeline Management Agency AMS data integration Marketing SF consulting for brokers Engagement tracking Cedent and Broker Relationship Management Business Process consulting Analytics & Data integration PS Advisory specializes in Salesforce consulting for the Insurance industry, including Carriers, MGAs, Brokers, Agents, and Reinsurers. Carrier & MGA Agency and Broker Reinsurers Business Process Engineering Distribution Management Insurance Portals Process Automation Insurance Data & Insights Who We Serve BRIEF: ABOUT PS ADVISORY Transforming Insurance Businesses Since 2013 +12 Years | +100 Clients | +200 Implementations We’re proud to be an award-winning Salesforce partner, focused on delivering end- to-end solutions for the insurance industry. By leveraging MuleSoft’s Anypoint Platform, we seamlessly connect data and processes to drive efficiency across your digital ecosystem. With two consecutive Celent Awards and a Salesforce Partner Innovation Award under our belt, our team brings together deep industry insight and best-in-class technology expertise to help you unlock the full potential of your digital ecosystem. WINNER

MuleSoft Integration Expertise Why Our MuleSoft Proficiency Matters Certified Experts: Our team includes six Senior Salesforce Developers holding multiple MuleSoft certifications, plus two experienced Architects adept at managing high-volume, complex integrations using Anypoint Studio, Mule Runtime Engine, and DataWeave transformations. Insurance-Centric Solutions: As a Salesforce partner dedicated to insurance, we understand the unique demands of the industry and deliver solutions that reduce risk, enhance compliance, and streamline customer experiences. Award-Winning Approach: Recognized with both Celent and Salesforce Partner Innovation Awards, we combine proven methodologies with fresh ideas to leverage Anypoint Exchange and API Manager to drive measurable results. Online Ordering & Service Platform Challenge: Needed an online portal to handle equipment and parts orders instead of relying solely on direct sales. MuleSoft Solution: Exposed Salesforce’s product catalog to a customer community, integrated various payment providers with the ERP, and synced data between ERP, Salesforce, and Marketing Cloud. This allowed automated order updates and real-time shipment tracking. Partner Community & Financial Integrations Challenge: Sought a unified partner community portal to consolidate transactions, invoices, and payment details spread across multiple systems. MuleSoft Solution: Unified data from Sage, PayPal, QuickBooks, NetSuite, and Barclays’ internal platforms, providing a 360° view for partners. Automated reconciliation cut manual effort and improved financial accuracy. Real-Time Data Capture & Compliance Integration Challenge: As Louisiana’s largest workers’ compensation carrier, LWCC needed a secure, scalable way to capture real-time data changes for regulatory compliance. MuleSoft Solution: Leveraging Change Data Capture with the MuleSoft, each update flows into an in-house SQL server for immediate record-keeping, with a roadmap to scale into Snowflake or a similar data lake. Our Customer Success Stories Industrial Physics, LLC LWCC [email protected] Baltimore, MD USA +1-443-424-2857 Barclays Bank Disclaimer: These references reflect our team members’ prior experience on projects at Barclays, Industrial Physics, and LWCC in collaboration with other partners and Salesforce professional services.