PS Advisory | Development, Customization & Integration Services for Salesforce - PS Advisory - AppExchange
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PS Advisory | Development, Customization & Integration Services for Salesforce
  • Average rating of the solution or service based on AppExchange customer reviews Rating
  • Number of Salesforce-verified projects completed by the consultant Projects Completed 13
  • Number of people employed by the consultant who hold qualifying Salesforce certifications. To learn more about qualifying certifications, check the latest Salesforce Consulting Partner Program Policy. Certified Experts 26
  • Year this company was founded Founded 2013
PS Advisory | Development, Customization & Integration Services for Salesforce
PS Advisory client LWCC wins the Celent Model Insurer Award [Legacy and Ecosystem Transformation]
2024 Winner of the Salesforce Financial Services Innovation Award
PS Advisory helps insurance companies leverage and implement Salesforce

At PS Advisory, we innovate the insurance industry using Salesforce solutions like Financial Services Cloud, Sales Cloud, Service Cloud, and AI. We specialize in Salesforce Industries (SFI) and integration, tailored solutions for insurance.

Highlights

  • PS Advisory won the 2024 Salesforce Partner Innovation Award.
  • Our client N2G won the Celent Model Insurer Award 2023 for the project completed by PS Advisory.
  • Our client, LWCC, won the Celent Model Insurer Award for Legacy and Ecosystem Transformation for the project completed by PS Advisory.


Description

About Us: Salesforce Solutions for Insurance Industry####At PS Advisory, we modernize insurance using Salesforce tools like Financial Services Cloud, Sales Cloud, Service Cloud, and AI. We specialize in Salesforce Industries (SFI) and integration, providing tailored solutions for carriers and MGAs.####What Sets Us Apart####We combine insurance and Salesforce expertise to meet current and future needs. We help clients prioritize initiatives and ensure scalable systems, focusing on automation, efficiency, and strategic process design.####Why Choose Us####Choose PS Advisory for industry expertise, technical skills, and proven results. We deliver customized solutions aligned with your goals, backed by recognized success.

Geographic Focus

Canada
Ontario Quebec
International India South Africa United Kingdom

Languages

English

About PS Advisory About Us####At PS Advisory, we innovate the insurance industry using Salesforce solutions like Financial Services Cloud, Sales Cloud, Service Cloud, and AI. We specialize in Salesforce Industries (SFI) and integration, providing efficient, tailored solutions for insurance carriers, MGAs, and industry players.####What Sets Us Apart####We combine insurance expertise with Salesforce knowledge to meet current needs and adapt for the future. We help clients think strategically, prioritize initiatives, and ensure robust, scalable systems. Our collaborative approach emphasizes automation, efficiency, and strategic business process design.####Awards & Recognition####PS Advisory won the 2024 Salesforce Partner Innovation Award. Our clients N2G and LWCC also received Celent Model Insurer Awards for projects we delivered.####Why Choose Us####Choose PS Advisory for our deep industry expertise, technical know-how, and proven results. We deliver customized, future-proof solutions that align with your goals, supported by recognized success in the insurance space.

Headquarters
Baltimore, Maryland
Phone
443-424-2857