PS Advisory

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PS Advisory focuses on systems integration and business process consulting in the insurance space. Specializing in Salesforce, PS Advisory has tremendous experience in distribution management, underwriting, agency and brokerage management, and insurance CRM. Workign with clients, we can help insurers and agency/brokerages create solutions and prioritize requirements that deliver substantial business value. Most of our clients are trying to achieve digital transformation to increase process capability without having to add to resources while at the same time improving the quality of work produced, profitability and creation of omni-channel environments.

In the past, to improve service, throughput and quality the industries primary option was to throw people (and expense) at the problerm. Today, digital transformation can improve insurers and producers capabilities and business written while at the same time reducing cost. PS Advisory helps clients create a roadmap to achieve these goals while minimizing implementation risk and keeping disruption to the organization to a minimum.