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 Duration 21 hours

Course Outline

Introduction to Salesforce for Insurance and Leasing

  • Overview of Salesforce Financial Services Cloud
  • Core concepts: Accounts, Contacts, Opportunities, and Policies
  • Industry-specific data models and system extensions

Insurance Sales Quoting (Quote Rate Apply)

  • Structuring product offerings and quotation frameworks
  • Implementing rate tables, discount rules, and approval workflows
  • Identifying client requirements and pre-sales configuration setups

Requirements Gathering and System Configuration

  • Translating business needs into technical system logic
  • Utilizing custom objects, flows, and automation features
  • Configuring security and access controls for specific insurance roles

Claims Management and Post-Sales Services

  • Designing claims workflows and automation processes
  • Implementing event registration and validation logic
  • Automating payment and settlement procedures

Insurance Policy Administration (IPA)

  • Modeling policy lifecycles across various industries
  • Managing policy versioning, renewals, and lapses
  • Applying customizations for regional regulatory compliance

Integration and Reporting

  • Connecting data with external systems (e.g., actuarial, finance)
  • Creating dashboards and KPIs for insurance operations
  • Generating reports for underwriting, claims, and compliance purposes

Summary and Next Steps

Requirements

  • Fundamental knowledge of CRM principles
  • Comprehension of insurance and/or leasing operational workflows
  • Prior experience with the Salesforce platform or comparable tools is advantageous

Target Audience

  • Salesforce developers operating within the insurance or leasing industries
  • Product managers overseeing insurance product portfolios
  • IT specialists supporting policy administration and post-sales service delivery

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