Knowledge Base

Explore our knowledge repository on insurance best practices, Salesforce implementations, and industry insights to help your organization succeed.

Why reinsurance matters to your insurance carrier conversations

The reinsurance market directly impacts every property and casualty carrier you sell to—and distribution management is now the critical capability separating carriers who get favorable reinsurance terms from those who don't.

The E&S insurance boom creates a $130B modernization opportunity

The Excess and Surplus (E&S) lines insurance market has emerged as the fastest-growing segment in property and casualty insurance, reaching $129.8 billion in direct written premium in 2024—a remarkable transformation from a niche "safety valve" into a major pillar of the industry.

Insurance Sales Playbook

Comprehensive guide for Salesforce Account Executives to close insurance deals faster with PS Advisory.

The Four (4) Quadrant Method

The Four Quadrants: Transforming Insurance Brokerage Sales Operations
The Four Quadrants are four categories of workflow and performance that every insurance agency must master to grow and scale. Each quadrant aligns directly with a Salesforce capability, and when properly implemented, each becomes a repeatable engine inside your CRM.

Expert Insurance & Salesforce Knowledge

Our knowledge base contains valuable insights and best practices from PS Advisory's experienced consultants.