About PS Advisory

Insurance-Focused Salesforce Expertise

PS Advisory was founded with a singular mission: to help insurance companies leverage the full power of Salesforce to transform their operations and customer experiences.

Andrew Bartels

Founder & CEO

"Insurance organizations deserve a Salesforce partner that understands their industry as well as the platform."

Our Story

PS Advisory was founded by Andrew Bartels with a simple but powerful vision: insurance organizations deserve a Salesforce partner that understands their industry as well as the platform. With decades of experience in insurance technology, Andrew launched PS Advisory to close that gap by offering strategic, certified Salesforce expertise tailored to the needs of brokers, MGAs, carriers, and reinsurers.

What began as a focused vision has grown into a full-service Salesforce consultancy with deep expertise across P&C, Life, and Health insurance domains. Today, our team includes certified Salesforce architects, developers, and business analysts who share a passion for insurance innovation.

Together, our team combines technical depth, insurance industry fluency, and a relentless focus on outcomes. We don't just implement Salesforce; we help transform the way insurance organizations work.

Our Mission & Values

"To empower insurance organizations with technology solutions that transform customer experiences, streamline operations, and drive growth."

Industry Expertise

We deeply understand insurance workflows, regulations, and customer expectations.

Client Partnership

We view ourselves as an extension of your team, committed to your long-term success.

Continuous Innovation

We constantly explore new ways to leverage Salesforce capabilities for insurance-specific challenges.

Quality Delivery

We maintain rigorous standards in our implementations, ensuring robust, scalable solutions.

Team

Meet the experts guiding our insurance-focused innovation

Andrew Bartels

Founder & CEO

Andrew founded PS Advisory with a vision that insurance organizations deserve a Salesforce partner that understands their industry as well as the platform. With decades of experience in insurance technology, he launched PS Advisory to close that gap.

Hitesh Malhotra

CTO

With over 20 years of experience in the Salesforce ecosystem and 25+ certifications, Hitesh has built solutions across Europe, South Africa, and the United States. He translates complexity into clarity and ensures our solutions scale with our clients' growth.

Nancy Paul

Senior Delivery Manager

With 17 years of project management experience, Nancy specializes in helping insurance clients achieve real ROI. She aligns stakeholders, manages complex implementations, and ensures every project delivers on its promise.

Judd Lehmkuhl

Solution Architect

With deep experience in both sales operations and Salesforce development, Judd not only knows how to configure and build on the Salesforce platform, but also excels at translating client needs into clear, actionable requirements for developers.

Prateek Shukla

Solution Architect

With years of experience across the full tech stack—including Salesforce and other platforms—Prateek brings a unique ability to understand client requirements and translate them into functional solutions, while also managing responsibilities ranging from client engagement to DevOps and team leadership.

Where to Find Us

Baltimore, MD

Headquarters

Baltimore Office

Baltimore
Maryland

443-424-2857
contactus@psadvisory.com