Transforming Legacy Systems Without the Disruption

One of the greatest challenges in the insurance sector is modernizing legacy systems. PS Advisory embraces an “uplift, don’t forklift” approach, integrating modern, cloud-based solutions into existing systems without the chaos of a full overhaul. This means you can:

• Modernize gradually: Avoid the risk and cost of a full-scale replacement by integrating new capabilities with your legacy infrastructure.
• Maintain continuity: Enhance systems without disrupting daily operations, ensuring a smooth transition for your teams and clients.
• Realize immediate benefits: Quickly deliver high-impact improvements, from digitized distribution management to streamlined claims processing.

Empowering Underwriting Through Innovation

For insurers, underwriting is the heartbeat of the business. PS Advisory’s solutions are designed to empower underwriters with cutting-edge tools and streamlined workflows:

• Unified Underwriting Workbenches: Imagine a single interface where underwriters have all the data, analytics, and tools they need at their fingertips. PS Advisory designs bespoke platforms that consolidate fragmented systems into one cohesive workspace, drastically reducing manual data entry and speeding up risk assessment.
• Automation of Routine Tasks: By automating mundane tasks, PS Advisory frees up your underwriters to focus on critical decision-making. Their solutions reduce after-hours “Pajama Time,” improve productivity, and lead to more consistent, data-driven underwriting decisions.
• Enhanced Risk Assessment with AI and Analytics: Integrating tools like Salesforce Einstein and advanced predictive modeling, PS Advisory helps transform subjective underwriting into an objective, analytics-driven process. This not only sharpens risk selection but also improves pricing accuracy and overall operational efficiency.

Delivering Exceptional Customer Experience

In today’s competitive market, customer experience isn’t just an add-on, it’s a must-have. PS Advisory’s Salesforce FSC implementations are designed to transform how you interact with customers and agents alike:

• Omnichannel Engagement: With PS Advisory, your clients and agents can enjoy a seamless experience whether they interact via mobile, web, or in-person. This unified approach reduces friction, increases satisfaction, and drives loyalty.
• Enhanced Self-Service and Broker Portals: By modernizing broker portals and implementing self-service solutions, your agents gain immediate access to information and tools. This translates to faster service, improved transparency, and ultimately, higher sales.
• Personalized, Data-Driven Interactions: Leveraging the full power of Salesforce, PS Advisory ensures that every customer interaction is informed by a 360-degree view of your data. From AI-driven chatbots that provide round-the-clock support to tailored communications, your customers receive the personalized service they expect in today’s digital landscape.

Proven Success and Industry Recognition

PS Advisory isn’t just about innovative ideas, they deliver measurable outcomes. Their partnerships have led to award-winning projects and real business results: