Welcome to PS Advisory, a leading consulting firm that partners with clients to deliver exceptional value in the insurance industry. Founded in 2013 by Andrew Bartels, we specialize in leveraging the Salesforce Platform to provide tailored solutions that meet our clients’ unique business needs. Our deep technical expertise and experience in the industry enable us to deliver successful solutions for Insurance carriers, MGAs, Agents & Brokers, and Reinsurance companies.

At PS Advisory, we are committed to providing our clients with excellent service throughout the project lifecycle and beyond. We believe that our clients’ success is our success, which is why we never lose sight of the human aspect of our work. We understand that our clients are people and we strive to build long-lasting relationships with them.

Our team is dedicated to staying up-to-date with the latest technologies and trends in the industry. By leveraging best-in-class methodologies, we ensure that we deliver innovative and cutting-edge solutions that are both effective and efficient. 

We always approach our engagements in a consultative way, providing guidance and support throughout the entire project lifecycle. While challenges are inevitable, we are dedicated to working collaboratively with our clients to find solutions and deliver successful outcomes.

When you work with PS Advisory, you can always expect to speak with a real person who is committed to helping you succeed. It’s no wonder that our clients continue to engage with us long after the initial projects have been completed.

At PS Advisory, we are dedicated to providing tailored solutions that help our clients achieve their goals. Contact us today to learn more about how we can help you reach your full potential in the insurance industry.