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Same data the matching engine scores — product depth, delivery experience, documented outcomes, coverage.

PartnerPS Advisory

US Salesforce consultancy specialising exclusively in insurance: distribution management, broker portals and underwriting platforms (self-published).

Product depth
  • Experience Cloud(1-2 projects)
  • Sales Cloud(1-2 projects)
  • Financial Services Cloud(1-2 projects)
Project types
  • New implementation(3+ delivered)
  • Integration(3+ delivered)
  • Custom development (Apex/LWC)(1-2 delivered)
Best documented outcomeTransformed agency distribution management and broker portal on Salesforce with an agile rollout, earning a Celent Model
Documented outcomes1
IndustriesInsurance
RegionsNorth America
Capacity windowopen
Rescue experiencenone published
Sources1 published pages, source-linked on profile

Grades: A = quantified, recent · B = quantified, scope-only · C = specific, unmeasured · D = thin or stale. Assigned by our research team, not self-reported.