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PS Advisory | Salesforce Dev & Integration for Insurance

By PS Advisory

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

Salesforce Consultants
Product Competencies
Agentforce
Agentforce Sales
Platform
Certified People
People employed by the consultant who hold Salesforce certifications that align to competencies
16
Certifications
The 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.

  • 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

Competencies show a consultant's experience delivering industry and Salesforce product solutions. See Tiering and Competencies.

IndustryCompetency LevelEligible ProjectsAverage CSATCertifications
Energy and Utilities--
Financial Services105.0

Demonstrate Salesforce knowledge and skills. Choose a consultant whose credentials match your project's needs.

Total Certifications0

No detailed certification data available.