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PS Advisory | Salesforce Dev & Integration for Insurance

Insurance's #1 Salesforce SI for Distribution, Underwriting & Service

Overview

The #1 Salesforce SI for Insurance. PS Advisory delivers end-to-end Salesforce implementations for P&C, Life, and Specialty insurers—transforming distribution, underwriting, and service using FSC, AgentForce, Data Cloud, and AI.

See How PS Advisory | Salesforce Dev & Integration for Insurance Works

2024 Salesforce Partner Innovation Award — recognizing PS Advisory's impact as the leading SI for insurance modernization.
Client N2G won the Celent Model Insurer Award 2023 for digital distribution transformation — built on Salesforce by PS Advisory.
Client LWCC won the Celent Model Insurer Award for Legacy & Ecosystem Transformation — a PS Advisory-delivered Salesforce implementation.

The #1 Salesforce SI for Insurance PS Advisory is the go-to Salesforce System Integrator for insurance carriers, MGAs, and specialty insurers. We deliver outcomes across distribution, underwriting, and service—combining deep insurance expertise with Salesforce technical excellence. What We Do We implement Financial Services Cloud (FSC), Salesforce Industries (SFI), AgentForce, Data Cloud, Sales Cloud, Service Cloud, and Marketing Cloud. We specialize in integrations with policy admin systems, claims platforms, and rating engines. Why PS Advisory Our entire team understands insurance. Certified Salesforce architects work alongside former insurance professionals to deliver faster time-to-value and scalable solutions. Awards 2024 Salesforce Partner Innovation Award winner. Our clients N2G (Celent Model Insurer Award 2023) and LWCC (Celent Legacy Transformation Award) both won industry recognition for PS Advisory-delivered projects.