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Course Outline
Getting Started with Salesforce for Insurance and Leasing
- Overview of Salesforce Financial Services Cloud
- Core elements: Accounts, Contacts, Opportunities, and Policies
- Data models and extensions specific to the industry
Insurance Sales Quoting (Quote Rate Application)
- Product portfolios and quoting frameworks
- Rate tables, discount mechanisms, and approval procedures
- Identifying client requirements and pre-sales setups
Gathering Requirements and System Setup
- Defining business needs and converting them into system logic
- Leveraging custom objects, flows, and automated tasks
- Security and access rights configuration for insurance roles
Claims Management and Post-Sales Support
- Claims processing workflows and automation
- Event logging and validation logic
- Automated payments and settlement routines
Insurance Policy Administration (IPA)
- Modeling policy lifecycles across various industries
- Handling policy versions, renewals, and expirations
- Custom adjustments for regional regulatory adherence
Integration and Reporting
- Connecting data with external systems (e.g., actuarial, finance)
- Dashboards and KPIs for insurance operational metrics
- Creating reports for underwriting, claims, and compliance
Recap and Future Actions
Requirements
- Fundamental knowledge of CRM principles
- Familiarity with insurance and/or leasing processes
- Prior exposure to the Salesforce platform or comparable tools is advantageous
Target Audience
- Salesforce developers operating within the insurance or leasing sector
- Product managers accountable for insurance product strategies
- IT specialists supporting policy administration and post-sales client services
21 Hours
Testimonials (2)
practical part
irina filip - True Lens Services Ltd
Course - Salesforce for End Users
The way of interaction with students