Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
PS Advisory | Salesforce Dev & Integration for Insurance
Insurance's #1 Salesforce SI for Distribution, Underwriting & Service
- Product Competencies
- AgentforceAgentforce SalesPlatform
- Certified PeoplePeople employed by the consultant who hold Salesforce certifications that align to competencies
- 16
- CertificationsThe number of certifications held by people at this organization that align to competencies
- 81
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.
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.
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.
Provider Details
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.
Geographic Focus
United States • Canada • India • South Africa
Languages
English