Our Services

Supercharge your business with us!!

Our Services

Supercharge your business with us!!

Salesforce Consulting and Development Services

We provide Salesforce consulting and development services for insurance carriers, MGAs, brokers, agencies, and reinsurers to streamline their operations, increase their efficiency, and enhance their customer experience.

Business Process Consulting

Welcome to our Business Process Consulting for Insurance services. Our goal is to help your organization improve its efficiency and profitability by identifying and addressing pain points and business requirements.

Integration and Data Services

We design and architect data solutions that empower insurance organizations with easy access to their data. We understand that data is the new oil, and it fuels the decision-making process that shapes the future of businesses.

Managed Services for Salesforce

Strategic Planning
Salesforce Optimization
Ongoing Enhancements
FSC Migration for Insurance
Services Cloud
White Glove Offerings

How we can create value for you

PS Advisory are Salesforce for Insurance Experts

Process Engineering

Requirement Gathering
Process Consulting
Process Modeling
UX Design
Prototyping

Distribution Management

Broker Engagement
Book of Business
Data Insights and Analytics

Insurance Portals

Agent Portals
Underwriter Desktop
Claims Portal
Audit Portals

Process Automation

Business Rules Automation
Clearance and Compliance checks
Underwriter Authority
Approval Process
Document Generations

Insurance Data & Insights

Integration Architecture
Data Validation Frameworks
Middleware Implementation
Field level History tracking

PS Advisory Methodology

Great process leads to great Product!!

Kick Off ProjectLets get the requirements

Requirement Gathering

Requirement gathering is essential to custom software development, providing a clear understanding of what needs to be developed, setting expectations, and ensuring the project's success. It involves identifying stakeholder needs, delivering efficient software that meets quality standards, and identifying potential issues early on.

Business Process Modelling Flow charts and Prototyping

Business Process Engineering

Process engineering is essential for designing software that meets the needs of the business by identifying and analyzing business processes to ensure efficient and effective software design. Without it, software may not align with business needs and may be costly to maintain.

Technical Feasibility POC and Solution Design

Technical Evaluation

Technical solutioning is critical to transforming requirements and great business processes into a great product. It involves the design and development of technical solutions that meet the identified requirements, using appropriate technologies and approaches. It ensures that the solution is efficient, effective, and meets the quality standards expected by stakeholders. Without technical solution's, the product may not meet requirements or function optimally.

Kick off DevelopmentLets Sprint

Development cycles

Great software development is enabled by great process because it provides structure, consistency, and repeatability to the software development life cycle. It ensures that all aspects of the development process are planned, executed, and monitored efficiently and effectively. Great process fosters collaboration, improves quality, reduces risk, and ensures the timely delivery of a high-quality software solution.

We deliver Industry leading results

N2G Fireside Chat

Creating Seamless Underwriting in Multinational Insurance

Fireside chat between Salesforce and N2G, a partnership between Nationwide and Generali, explores the challenges and strategic steps taken to create a seamless underwriting environment between two disparate cultures.

During this conversation, you’ll see how to

Integrate systems and operating routines to create a culture of underwriting success
Leverage technology effectively to speed-up and simplify processes
Optimize premium opportunities between books of business
Enable organic growth
Maintain high levels of producer and insured satisfaction
Manage global risks and processing requirements effectively

Some Numbers to Crunch

Our Client Spread

Re-insurance Broker

1.6%

Reinsurance Carriers

6.5%

Association

3.2%

MGA

4.8%

Carrier

32.3%

Agency

48.4%

Non Insurance Clients

3.2%

Meet Our Clients

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Get In touch with Us

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At PSAdvisory, we partner with our clients to drive innovation, improve efficiency, and solve complex technical challenges.

Important Links

Salesforce Consulting

Business Process Consulting

Integration and Data Services

Managed Services

Company

Contact

contactus@psadvisory.com

+1-443-424-2857

Baltimore, MD USA

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