Published on: 
August 27, 2026

Sixfold Partners with PS Advisory

5 min read
Sixfold partners with PS Advisory

Sixfold's AI Underwriter is now available in Salesforce via PS Advisory's custom MuleSoft connector, helping carriers move submissions through underwriting faster and more consistently.

Carriers should not have to leave the systems their underwriters already use to get value from AI. That is the idea behind Sixfold's new partnership with PS Advisory, an insurance-focused Salesforce and AI execution partner. The partnership embeds Sixfold's underwriting intelligence directly into the Salesforce workflows carriers already run.

Why PS Advisory

PS Advisory works exclusively with the insurance industry, supporting carriers, MGAs, brokers, and reinsurers with Salesforce solutions spanning distribution, underwriting, policy, and claims. The company has built a custom MuleSoft connector that provides bidirectional connectivity between Sixfold and Salesforce, letting submissions, enrichment data, and underwriting decisions move automatically between systems.

"PS Advisory combines deep insurance knowledge with Salesforce expertise, so they understand both how underwriters work and the technology they use," said Roger Ferrandis, Head of Partnerships at Sixfold. "That's what makes it possible to bring Sixfold's intelligence directly into those workflows, letting carriers move faster without having to change how they already work."

What Changes for Insurers

Carriers already using MuleSoft can extend their current setup with the Sixfold connector, while others can implement MuleSoft as part of the integration, without replacing their existing technology. The connector helps Sixfold automate submission intake, standardizes data, identifies missing information, and simplifies risk assessment against a carrier's own appetite and portfolio, reducing manual rekeying and avoiding lengthy custom integration projects.

"Our MuleSoft connector links Sixfold and Salesforce directly, giving carriers and MGAs a practical way to bring AI into existing underwriting workflows securely and at scale," said Andrew Bartels, CEO, PS Advisory. "They can build on technology they've already invested in and reduce operational friction."

Together, Sixfold and PS Advisory aim to make AI underwriting a practical part of the Salesforce workflows carriers use every day.

How to Get Started

Curious to learn more about the PS Advisory partnership or how Sixfold can support your underwriting team? Get in touch with our team

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Frequently asked questions

What is the Sixfold and PS Advisory partnership?
Sixfold and PS Advisory have partnered to bring Sixfold's AI Underwriter directly into Salesforce, using a custom MuleSoft connector PS Advisory built for bidirectional connectivity between the two systems.

What does PS Advisory do?

PS Advisory is a consulting firm focused on the insurance industry, helping carriers, MGAs, brokers, and reinsurers get more value from Salesforce. It designs and implements Salesforce solutions across distribution, underwriting, policy, and claims, and has extensive MuleSoft integration expertise.

Do carriers need to replace their existing systems to use this integration?

Carriers already using MuleSoft can extend their setup with the Sixfold connector, and others can implement MuleSoft as part of the integration. Either way, carriers keep their existing technology rather than replacing it.

What results have Sixfold customers seen?

Sixfold has processed more than 1.5 million submissions across more than 50 lines of business for P&C and L&H carriers, MGAs, and reinsurers. Customers have seen processing times improve by 50% to 97%, hit ratios increase by 15% or more, and gross written premium per underwriter rise by up to 30%.

Does the integration work with existing Salesforce environments?

Yes, PS Advisory offers prebuilt and tailored integrations so Sixfold's capabilities can be deployed directly within the Salesforce environments underwriters already use.

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Natalie Senft Senior Demand Generation Manager at Sixfold
Natalie Senft
Senior Demand Generation Manager
Use Case
Current Process
With Narratives
Quoting
Currently, risk factors are pulled together manually to decide if a case should be quoted.
Automatically summarizes key risk drivers upfront, providing a clear snapshot to prioritize cases faster.
Peer Reviews
Peer reviews are slowed by unstructured summaries; reviewers often have to go back to source documents.
Risk factors and case notes are presented clearly and consistently.
Referrals
Referral memos vary between underwriters; approvers often have to sort through inconsistent write-ups to understand the case.
Consistent case summaries make it easier for approvers to see the full risk story and sign off faster.
Decision Documentation
Underwriting rationale is often recorded unevenly; teams spend time cleaning up notes when preparing for audits.
A standardized record of underwriting rationale is created automatically, ready for audit without extra effort.
Business Impact
Faster decisions on which risks to quote.
More consistent risk appetite application and faster reviews.
Faster referral decisions.
Lower compliance risk and faster audit prep.
Quoting
use case
Current Process
Currently, risk factors are pulled together manually to decide if a case should be quoted.
With Narratives
Automatically summarizes key risk drivers upfront, providing a clear snapshot to prioritize cases faster.
Business Impact
Faster decisions on which risks to quote.
Peer Review
use case
Current Process
Peer reviews are slowed by unstructured summaries; reviewers often have to go back to source documents.
With Narratives
Risk factors and case notes are presented clearly and consistently.
Business Impact
More consistent risk appetite application and faster reviews.
Referrals
use case
Current Process
Referral memos vary between underwriters; approvers often have to sort through inconsistent write-ups to understand the case.
With Narratives
Consistent case summaries make it easier for approvers to see the full risk story and sign off faster.
Business Impact
Faster referral decisions.
Decisions Documentation & Audits
use case
Current Process
Underwriting rationale is often recorded unevenly; teams spend time cleaning up notes when preparing for audits.
With Narratives
A standardized record of underwriting rationale is created automatically, ready for audit without extra effort.
Business Impact
Lower compliance risk and faster audit prep.