● Lack of Empowerment: "Provide tools that producers can use to manage submissions effectively." Salesforce Solution - General Themes ● Automation is Key: "Salesforce automates manual tasks, freeing up underwriters to focus on higher-value activities." ● Centralized Platform: "Salesforce provides a single, centralized platform for managing the entire submission and underwriting process, managing data/processes across systems." ● AI-Powered Insights: "Salesforce AI provides insights into risk profiles, enabling more informed underwriting decisions." ● Improved Communication: "Salesforce enables real-time communication and collaboration between underwriters and producers." ● Improved management insight: “Management need insight into how books are developing, producer effectiveness, how pipeline is growing and operations are functioning, Salesforce provides all of that.” PS Advisory's Value Proposition: Salesforces secret weapon for implementation success ● Industry Expertise: "We deeply understand the insurance industry and the specific challenges within underwriting, submission, and distribution." Salesforce Implementation Expertise: "We are experts in implementing Salesforce solutions that address these specific friction points." ● Friction Gap Methodology: "Our Friction Gap methodology provides a structured approach to identifying and eliminating inefficiencies." ● Proven Results: "We have a track record of delivering measurable results for our clients (LWCC, N2G)." Key Questions to Spark Conversation ● "How much time do your underwriters spend on manual data entry?" ● "Are you confident you're capturing all available business?" ● "Are your producers happy with your current process?" PSA Contacts ● Andrew Bartels: [email protected] , 443-742-4672 ● Bruce Olson: [email protected] , 303-775-7117 ● Tom King: [email protected] , 973-747-8703