Product Demos
Explore our Salesforce solutions in action. See how PS Advisory helps insurance companies transform their operations with cutting-edge technology.
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Why PS Advisory: Many organizations want the benefits of AI and Agentforce yet struggle to implement them in a safe, governed, and truly productive way. The risk is clear. When users rely on external chatbots and copy customer data into tools outside your trust boundary, privacy is compromised and business value evaporates.
These demos show how PS Advisory builds AI directly into your operational workflows, keeping data protected while delivering measurable efficiency gains. Review the demos below to see governed AI in action, then contact us to learn how we can help you adopt AI safely and successfully within your organization.
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Interface with Salesforce and AMS360 directly from Slack
Watch a broker run their entire book from Slack: query Salesforce opportunities, pull AMS360 policies, find coverage gaps, and write opportunities back to Salesforce, all in one conversation.](/content/demos/interface-with-salesforce-and-ams360-directly-from-slack/index.html)
Sales Guide: One Slack Prompt, a Full Lead Workflow in Salesforce
A Salesforce producer types a single Slack message, and Sales Guide creates a Lead, enriches it, and schedules a follow-up task with AI-generated talking points. All in one turn. Get the result back in the same Slack thread with clickable record links.](/content/demos/sales-guide-one-slack-prompt-a-full-lead-workflow-in-salesforce/index.html)
Sales Guide Agentic Salesforce Experience Demo
Ever wanted to just chat with Salesforce as you would with an assistant? Now you can. Built on the Salesforce Agentforce platform, you can now agentically interact with your Salesforce data directly from Slack. Simply ask questions or assign tasks, and it will be done. Watch the video to see it in action. MS Teams coming soon.](/content/demos/sales-guide-agentic-salesforce-experience-demo/index.html)
Agentforce Frictionless Data Entry: The Key to Unlocking User Adoption
This demo shows how Agentforce converts a user’s raw notes into structured Salesforce records. By pasting notes into a single field and selecting Analyze with AI, users instantly receive suggested opportunities, tasks, and contacts that can be committed to the system with one click.](/content/demos/agentforce-frictionless-data-entry-the-key-to-unlocking-user-adoption/index.html)
Agentforce for Telecom: Slack-Native Lead Capture
An Agentforce agent deployed in Slack that turns rep conversations into structured Salesforce leads in real time. Built for telecom sales teams that live in chat.](/content/demos/agentforce-for-telecom-slack-native-lead-capture/index.html)
Headless CRM for Telecom: Running Salesforce from Slack with Agentforce
A telecom customer service rep resolves billing disputes, applies credits, and opens cases in Salesforce without ever leaving Slack. Powered by Agentforce.](/content/demos/headless-crm-for-telecom-running-salesforce-from-slack-with-agentforce/index.html)
Agentforce Agentic Producer Onboarding From Application to Activation
An autonomous Agentic Salesforce workflow that takes a prospective insurance producer from online application to fully appointed — document review, NIPR licensing, contracting, and activation — with no human in the loop on the happy path.](/content/demos/agentforce-agentic-producer-onboarding-from-application-to-activation/index.html)
Underwrite a Workers Compensation Application in minutes using Agentforce
See how Agentforce transforms an ACORD 130 and loss runs into a fully structured, analyzable underwriting package inside Salesforce. This demo shows the end to end experience from document ingestion to insights, exceptions, and recommended next steps.](/content/demos/underwrite-a-workers-compensation-application-in-minutes-using-agentforce/index.html)
Voice to Quote: Conversational Auto Quoting with Salesforce Voice
A voice-enabled AI agent that guides callers through auto insurance quote intake using natural conversation—collecting driver details, vehicle information, and coverage preferences—then automatically creates a qualified lead in Salesforce.](/content/demos/voice-to-quote-conversational-auto-quoting-with-salesforce-voice/index.html)
AI-powered medical record analysis for faster, more accurate claims assessment
Agentforce powered analysis that extracts key findings from medical records to accelerate workers' compensation claim decisions.](/content/demos/ai-powered-medical-record-analysis-for-faster-more-accurate-claims-assessment/index.html)
Salesforce Voice - First Notice of Injury for Workers Compensation
A voice-enabled AI agent that guides callers through workers' compensation first notice of injury reporting—capturing incident details, injured party information, witness contacts, and reporter details—then automatically creates an incident and claim in Salesforce and sends a confirmation email.](/content/demos/salesforce-voice-first-notice-of-injury-for-workers-compensation/index.html)