# psadvisory.com > AI-optimized mirror of psadvisory.com containing 25 pages totalling 14,894 words of clean markdown content, structured data, and semantic HTML. Original source: https://psadvisory.com/. Last updated: 2026-06-16T06:39:25.316Z. Each page is available as HTML (with JSON-LD structured data) and Markdown (text-only, ideal for LLMs and RAG). ## Homepage - [Must Watch - Insurance Industry Outlook for 2026](/content/site-root.html): PS Advisory delivers tailored Salesforce solutions for insurance companies. Our expertise helps insurance businesses streamline operations, enhance customer experiences, and drive growth., Specialized Salesforce consulting, implementation, customization, and integration services tailored for insurance brokers, carriers, MGAs/MGUs, and reinsurers. (967 words) ## Articles & Blog Posts - [terms-of-service/index.html](/content/terms-of-service/index.html) (1 words) - [case-studies/index.html](/content/case-studies/index.html) (1 words) - [ai-sitemap-xml.html](/content/ai-sitemap-xml.html) (1 words) - [Product Demos](/content/demos/index.html): Watch demos of PS Advisory's Salesforce solutions for insurance companies. See Agentforce, claims automation, and more in action., Watch demos of PS Advisory's Salesforce solutions for insurance companies. See Agentforce, claims automation, and more in action. (627 words) - [Bridging the Friction Gap](/content/services/friction-gap/index.html): Discover PS Advisory's proven approach to eliminating operational friction in P&C insurance. Transform manual processes into automated workflows, enhance customer experience, and achieve operational excellence., Discover how the Friction Gap method identifies and removes bottlenecks to enhance organizational performance. (1,251 words) - [The AI assistant for every sales rep](/content/services/sales-guide/index.html): Sales Guide is an Agentforce AI assistant for sales reps. Ask in plain English to manage your CRM, research and enrich records, draft email, and log work, right inside Salesforce and Slack., Sales Guide is an Agentforce AI assistant for sales reps. Ask in plain English to manage your CRM, research and enrich records, draft email, and log work, right inside Salesforce and Slack. (972 words) - [Transform Life Insurance with Salesforce](/content/services/life-insurance/index.html): Enterprise Salesforce platform designed for life insurance executives. Drive operational excellence, accelerate digital transformation, and achieve measurable ROI with our comprehensive solution. (735 words) - [Insurance-Focused Salesforce Solutions](/content/services/index.html): Specialized Salesforce services for insurance businesses: implementation, customization, integration, and consulting for brokers, carriers, MGAs/MGUs, and reinsurers., Specialized Salesforce services for insurance businesses: implementation, customization, integration, and consulting for brokers, carriers, MGAs/MGUs, and reinsurers. (1,056 words) - [The AI teammate built for brokers](/content/services/broker-guide/index.html): Broker Guide is the AI teammate for insurance brokers that lives in Slack. It works your Salesforce CRM and your AMS book of business in plain English, so producers spend their day selling, not clicking., Broker Guide is the AI teammate for insurance brokers that lives in Slack. It works your Salesforce CRM and your AMS book of business in plain English, so producers spend their day selling, not clicking. (987 words) - [Blog](/content/blog/index.html): Insurance industry insights, best practices, and Salesforce implementation strategies from PS Advisory., Industry insights, best practices, and Salesforce implementation blogs from PS Advisory. (562 words) - [Privacy Policy](/content/privacy-policy/index.html): PS Advisory's privacy policy outlining how we collect, use, and protect your personal information., PS Advisory's privacy policy outlining how we collect, use, and protect your personal information. (2,415 words) - [Digital Insurance Transformation with Salesforce](/content/services/digital-insurance/index.html): Transform your insurance operations with PS Advisory's Salesforce expertise. Proven success with carriers like N2G, HCC, and SBLI. Achieve 70%+ straight-through processing and 10x faster submissions., Transform your insurance operations with PS Advisory's Salesforce expertise. Join N2G, HCC, and SBLI in achieving 70%+ straight-through processing and 40% cost reduction. (805 words) - [Transform scanned documents into AI-ready data](/content/services/document-ai/index.html): A practical guide to turning unstructured documents into grounded data for Agentforce. Compare MuleSoft Anypoint IDP and Data Cloud Document AI on fit, cost, and governance, with the architecture that stays the same either way. (1,347 words) - [About PS Advisory](/content/about/index.html): Meet the team behind PS Advisory, specialists in Salesforce consulting, implementation, and integration services for insurance brokers, carriers, MGAs/MGUs, and reinsurers., Meet the team behind PS Advisory, specialists in Salesforce consulting, implementation, and integration services for insurance brokers, carriers, MGAs/MGUs, and reinsurers. (474 words) - [QuickStarts for Insurance](/content/quickstarts/index.html): Download our collection of QuickStart guides and resources to help you get started quickly with Salesforce solutions for the insurance industry., Download our collection of QuickStart guides and resources to help you get started quickly with Salesforce solutions for the insurance industry. (463 words) - [Cookies Policy](/content/cookies-policy/index.html): PS Advisory's cookie policy explaining how we use cookies and similar technologies on our website., PS Advisory's cookie policy explaining how we use cookies and similar technologies on our website. (288 words) - [ITC VEGAS 2025 Underwriting Modernization New Tech, New Rules](/content/events/itc-vegas-2025/index.html): Join LWCC's Cody Dickinson at ITC Vegas 2025 for an exclusive panel discussion on underwriting modernization. Discover cutting-edge technologies reshaping insurance., Join LWCC's Cody Dickinson at ITC Vegas 2025 for an exclusive panel discussion on underwriting modernization. Discover cutting-edge technologies reshaping insurance. (264 words) - [Agentforce AI Cost Calculator](/content/agentforce-calculator/index.html): Calculate the cost of processing documents through Salesforce Agentforce using Flex Credits. Estimate LLM consumption with simple inputs for insurance business users., Calculate the cost of processing documents through Salesforce Agentforce using Flex Credits. Estimate LLM consumption with simple inputs for insurance business users. (284 words) - [Press and Media](/content/press-and-media/index.html): Get the latest press releases and media updates from PS Advisory, a leading Salesforce consulting and implementation partner for the insurance industry., Get the latest press releases and media updates from PS Advisory, a leading Salesforce consulting and implementation partner for the insurance industry. (272 words) - [Knowledge Base](/content/knowledge/index.html): Access our comprehensive knowledge base on insurance and Salesforce consulting. Learn about best practices, implementation strategies, and insurance products., Access our comprehensive knowledge base on insurance and Salesforce consulting. Learn about best practices, implementation strategies, and insurance products. (250 words) - [AI Skills](/content/skills/index.html): Download skills for use with Claude CoWork and other AI assistants. Enhance your AI workflows with pre-built skill files., Download skills for use with Claude CoWork and other AI assistants. Enhance your AI workflows with pre-built skill files. (120 words) - [Page Not Available](/content/careers/index.html): Join PS Advisory and help insurance companies transform with Salesforce. Explore career opportunities in Salesforce consulting for the insurance industry., This page is currently not available. (47 words) - [Must Watch - Insurance Industry Outlook for 2026](/content/contact/index.html): Get in touch with our team of Salesforce specialists serving insurance brokers, carriers, MGAs/MGUs, and reinsurers. Schedule a free consultation today., Get in touch with our team of Salesforce specialists serving insurance brokers, carriers, MGAs/MGUs, and reinsurers. Schedule a free consultation today. (261 words) - [sitemap-xml.html](/content/sitemap-xml.html) (444 words) ## Resources - [Full Page Index](/index.html): Browse all cached pages with rich metadata - [About This Cache](/content/about.html): Methodology, technical details, and usage guidelines - [XML Sitemap](/sitemap.xml): Machine-readable sitemap for crawler discovery - [Robots.txt](/robots.txt): Crawler directives