Client Success Stories
Real results from our insurance industry clients who partnered with PS Advisory for their Salesforce solutions.
Real Results for Real Clients
Discover how we've helped insurance organizations transform their operations and achieve measurable success with Salesforce.
LWCC Case Study
How PS Advisory helped LWCC transform their agency distribution management and broker portal, leading to industry recognition.
Results
Leveraging Salesforce insurance solutions and the implementation skills of PS Advisory, LWCC has transformed its agency distribution management process and its broker portal and created a new underwriting environment. Adopting an agile implementation approach, LWCC has been able to roll out function...
TM HCC Case Study
How PS Advisory helped Tokio Marine HCC reimagine their broker portal and distribution processes.
Results
Working closely with Tokio Marine HCC's team, PS Advisory implemented a comprehensive Salesforce solution that transformed the broker experience. The new platform provided real-time policy information, streamlined submission processes, and enhanced communication capabilities. The implementation has ...
N2G Case Study
How PS Advisory helped N2G transform their specialty underwriting platform with Salesforce.
Results
PS Advisory implemented a custom Salesforce solution that integrated underwriting rules, pricing models, and document generation into a unified platform. The solution provided N2G's underwriters with a 360-degree view of risks and automated many routine tasks. This transformation has enabled N2G to ...