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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

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