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PS Advisory
Consulting PartnerUS Salesforce consultancy specialising exclusively in insurance: distribution management, broker portals and underwriting platforms (self-published).
· Checked 2026-09-24
What they do
Supported products and clouds, from the research record:
- Experience Cloud
- Sales Cloud
- Financial Services Cloud
Insurance
Evidence
Researched and sourced by SFTenders
Corporate registrationUnknown
Not provided — no public source found; company registration details are not published on accessible sources
Team sizeUnknown
Not provided — no public source found; no first-party headcount figure is published
CertificationsUnknown
Not provided — no public source found; no certification list is published on accessible sources
Regions: North America
Markets served: North America
Locations: Not provided
Website: psadvisory.com/case-studies
Partner supplied — shown, not endorsed
These claims come from the partner’s own channels and were not independently verified.
LWCCPartner supplied
Transformed agency distribution management and broker portal on Salesforce with an agile rollout, earning a Celent Model Insurer Award. Specific but unmeasured.
No quantified outcomes published — nothing inferred.
No claim-specific source on record — claim as published by the partner.
Footprint
Footprint — not in our record.
Commercial clarity
Contracting partyUnknown
Not provided — no public source found; company registration details are not published on accessible sources
Budget bands
Not provided
Pricing basis
Not provided
Exclusions
Not provided
Support arrangements
Not provided
Commercial terms publish when partners complete licensing review.