QuickStarts for Insurance
No guesswork. Clear scope, clear timelines, clear cost. PS Advisory QuickStarts for Insurance get you to Salesforce value fast.
Salesforce FSC for Insurance QuickStart for Insurance
A fixed-price, 8-week delivery program to get Financial Services Cloud live for insurance organizations.
The quickstart includes configured opportunity and policy workflows, renewal tracking, and two dashboards.
It is best suited for organizations needing a production-ready Insurance Cloud that want to extend Salesforce to more processes and lines of business next, and integrate to core systems when ready.
- Timeline: 8 weeks
- Price: $68,000
MuleSoft IDP + Salesforce Data 360
Insurance organizations sit on terabytes of unstructured data — medical records, submissions, loss runs, and invoices — and most of it is never fully analyzed. This QuickStart connects MuleSoft IDP, Salesforce Data 360, and Agentforce to turn document friction into real-time intelligence.
- Timeline: 6 - 8 weeks
- Price: Fixed Price
Salesforce FSC for Insurance Quickstart: Distribution Management for Insurance
A focused Quickstart that standardizes producer and agency data, onboarding workflows, books of business, and distribution reporting in Salesforce FSC.
Delivered in 5 to 6 weeks with a fixed price and a clear path to scale into compensation and deeper analytics.
- Timeline: 5 to 6 weeks
- Price: $58,500
Salesforce Marketing Cloud QuickStart for Insurance
A fixed-price, 5-week delivery program to get Salesforce Marketing Cloud live for insurers.
This quickstart includes two insurance journeys, a branded preference center, and CRM data synced.
It is best suited for insurers new to Marketing Cloud or teams migrating from a legacy Email Service Provider (ESP) who operate in regulated environments that require governance.
- Timeline: 5 weeks
- Price: $49,500
Salesforce Service Cloud for Insurance QuickStart for Insurance
This QuickStart is best suited for insurance carriers, brokers, MGAs, and TPAs that want a production-ready Service Cloud baseline for their service teams.
The goal is to move off spreadsheets and shared inboxes, standardize case handling, routing, and reporting, and then extend to more channels and AI when ready.
- Timeline: 6 -7 weeks
- Price: $64,500
Salesforce Sales Cloud for Insurance QuickStart for Insurance Sales
It is best suited for carriers, brokers, MGAs, and TPAs that want a production-ready Salesforce sales hub to replace spreadsheets and personal CRMs, standardize pipelines, submissions, and renewals, and scale automation and AI when ready.
The outcome by week 6 is Sales Cloud live for producers and account managers.
- Timeline: 6 - 7 weeks
- Price: $66,500
Agentforce Multi-Agent Claims Reporting
Salesforce Multi-Agent Claims Architecture is a claims automation solution built 100% native on Salesforce using Agentforce. Instead of putting a single generalist AI chatbot in front of customers, it deploys five specialist AI agents -- Triage, Claims, Medical, Billing, and Legal -- each with its own domain expertise, guardrails, and data boundaries.
- Timeline: 8 weeks