# Digital Insurance Transformation with Salesforce

PS Advisory delivers proven Salesforce solutions that transform insurance operations.

Join industry leaders like N2G, HCC, and SBLI in achieving breakthrough results with our insurance-focused expertise.

70%+ straight-through processing achieved with our Salesforce implementation approach.

## For Executive Decision Makers

In today's rapidly evolving insurance landscape, carriers need more than just technology – they need a proven partner who understands both insurance operations and the Salesforce platform deeply.

Our Salesforce-focused approach, validated by industry leaders like N2G, HCC, and SBLI, delivers measurable results: dramatically reduced processing times, enhanced digital distribution capabilities, and the agility to launch new products in weeks rather than months. We combine deep insurance expertise with certified Salesforce capabilities to ensure your transformation succeeds.

### PROVEN EXCELLENCE

## Why Choose PS Advisory?

Industry-recognized expertise delivering transformative Salesforce solutions tailored specifically for insurance professionals.

### Award-Winning Excellence

Recognition from industry leaders validates our expertise

2024 Winner

🏆 PS Advisory

Salesforce Innovation Partner

Outstanding innovation in insurance solutions

## Salesforce-Powered Insurance Solutions

Leverage the full power of Salesforce's ecosystem to transform every aspect of your insurance operations

### Key Capabilities:

- 90% reduction in submission processing time
- Real-time data enrichment with minimal user input
- Automated ACORD form processing
- Dynamic quote configuration with rating engine integration

### Underwriting Workbench

Unified desktop powered by Salesforce

#### Key Capabilities:

- Single pane of glass for all underwriting activities
- AI-powered risk assessment with Einstein
- Automated referral routing and escalation
- 360-degree view of broker and customer relationships

### Producer & Distribution Management

Optimize partner performance with Salesforce

#### Key Capabilities:

- Complete producer lifecycle management
- Territory performance analytics with Tableau
- Automated commission calculations and tracking
- Producer portal with self-service capabilities

### Claims Modernization

End-to-end claims on Salesforce

#### Key Capabilities:

- Configurable omni-channel claim intake
- Automated claims adjudication workflows
- Real-time fraud detection with AI
- Integrated payment processing and reserves management

## Proven Success with Industry Leaders

PS Advisory has delivered $100M+ in operational savings for leading insurance carriers through Salesforce transformation

### N2G Insurance

Digital transformation of underwriting operations

- 71% straight-through processing
- 90 sec submission intake
- 40% reduction in cycle time
- 100% digital submission capability
- Real-time rating integration

### HCC Specialty

End-to-end digital platform for specialty lines

- 3x faster quote generation
- 60% manual task reduction
- 25% increase in GWP
- Unified agent portal launch
- Multi-line rating engine

### SBLI

Complete digital transformation of life insurance operations

- 5x application processing speed
- 80% digital adoption rate
- 45% operational cost reduction
- Automated underwriting rules
- Self-service agent tools

100+

Implementations

$2B+

Premium Managed

50+

Carriers Served

## THE PS ADVISORY DIFFERENCE

## Why PS Advisory for Salesforce Implementation?

We deliver 40-60% faster implementations with 95% user adoption rates by combining deep insurance expertise with certified Salesforce mastery

### Certified Salesforce Expertise

Deep insurance domain knowledge combined with extensive Salesforce platform expertise and certifications

Salesforce Financial Services Cloud specialists

- Insurance-specific accelerators and templates
- Pre-built integrations with core systems
- Proven implementation methodology

### Accelerated Time-to-Value

Pre-built solutions and accelerators that reduce implementation time by 40-60% compared to traditional approaches

- Insurance data model templates
- Pre-configured business processes
- Reusable integration patterns
- Rapid deployment frameworks

## The Salesforce Advantage for Insurance

Build on the world's #1 CRM platform with industry-specific solutions

- **Financial Services Cloud**
- Purpose-built for insurance with pre-configured data models, workflows, and compliance features

- **Platform Ecosystem**
- Comprehensive suite of integrated solutions for complete digital transformation

- **AI & Innovation**
- Leverage Einstein AI and continuous platform innovations to stay ahead

## Our Proven Implementation Approach

Structured methodology that ensures successful Salesforce deployments

- **Phase 1: Discovery & Assessment**  
  2-4 weeks
- Current state analysis
- Salesforce platform assessment
- Integration requirements mapping
- ROI and business case development

- **Phase 2: Design & Architecture**  
  4-6 weeks
- Solution architecture on Salesforce
- Data model and integration design
- User experience design
- Security and compliance planning

- **Phase 3: Build & Configure**  
  8-12 weeks
- Salesforce configuration and customization
- Integration development with MuleSoft
- Business process automation
- Testing and quality assurance

- **Phase 4: Deploy & Optimize**  
  2-4 weeks
- Production deployment
- User training and adoption
- Performance optimization
- Continuous improvement setup

## Ready to Transform Your Insurance Operations with Salesforce?

Join N2G, HCC, SBLI, and other industry leaders who have achieved breakthrough results with PS Advisory's Salesforce expertise.