PS Advisory | Salesforce Dev & Integration for Insurance - PS Advisory - AppExchange
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PS Advisory | Salesforce Dev & Integration for Insurance
  • Average rating of the solution or service based on AppExchange customer reviews Rating
  • Number of Salesforce-verified projects completed by the consultant Projects Completed 30
  • 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 25
  • Year this company was founded Founded 2013
PS Advisory | Salesforce Dev & Integration for Insurance
2024 Winner of the Salesforce Financial Services Innovation Award
Workers’ Compensation AI Underwriting Demo
Using AI to Create Opps Tasks and Contacts in Salesforce
Medical Record Ingestion & Analysis Demo Video
Auto Insurance Quote Agent with Voice
Salesforce Voice - First Notice of Injury for Workers Compensation
Insurance's #1 Salesforce SI for Distribution, Underwriting & Service

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.

Highlights

  • 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.


Description

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.

Geographic Focus

Canada
Ontario
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