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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
Testimonials (2)
practical part
irina filip - True Lens Services Ltd
Course - Salesforce for End Users
The way of interaction with students