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Course Outline
Introduction to Salesforce for Insurance and Leasing
- Overview of Salesforce Financial Services Cloud
- Core concepts: Accounts, Contacts, Opportunities, Policies
- Industry-specific data models and extensions
Insurance Quotation and Rating (Quote Rate Apply)
- Product catalogs and quoting frameworks
- Rate schedules, discount policies, and approval hierarchies
- Identifying client requirements and pre-sales setup
Requirement Analysis and System Setup
- Converting business needs into logical system configurations
- Implementing custom objects, flows, and automations
- Configuring security and access controls for insurance roles
Claims Handling and Post-Sales Support
- Automated claims workflows
- Event logging and validation logic
- Automated payment and settlement procedures
Insurance Policy Administration (IPA)
- Modeling policy lifecycles across various industries
- Policy version control, renewals, and expiration handling
- Tailoring configurations for regional regulatory adherence
Integration and Reporting
- Data synchronization with external platforms (e.g., actuarial, finance)
- Dashboards and KPIs for insurance operations
- Generating reports for underwriting, claims, and compliance
Recap and Future Directions
Requirements
- Foundational knowledge of CRM principles
- Comprehension of insurance and/or leasing operational processes
- Prior exposure to the Salesforce platform or comparable tools is beneficial
Intended Learners
- Salesforce developers specializing in the insurance or leasing sectors
- Product managers overseeing insurance portfolios
- IT specialists supporting policy administration and post-sales support
21 Hours
Testimonials (2)
practical part
irina filip - True Lens Services Ltd
Course - Salesforce for End Users
The way of interaction with students
