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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

Rating

Type

Reputation

MVP
Recognized by Salesforce for their leadership, expertise, and generosity
Top Reviewer
Contribute reviews that encourage conversation and help others make informed decisions
Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
5
Lifetime project and community reviews average
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Project Review
Verified Customer• Project Review
05/27/2026

PSA team is easy to work with. They feel more like a teammate then a consultant and are just as heavily invested in your company's success regarding projects as an internal champion. They always go over and above what has been asked. One major advantage is that they were super flexible and patient with number of changes in staff associated with the various projects being deployed. We couldn't have a better partner.