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Course Outline
Introduction to Salesforce in Insurance and Leasing
- Overview of Salesforce Financial Services Cloud
- Core concepts: Accounts, Contacts, Opportunities, and Policies
- Industry-tailored data models and extensions
Insurance Sales Quoting (Quote Rate Application)
- Product structures and quoting frameworks
- Rate tables, discount policies, and approval hierarchies
- Identifying client requirements and pre-sales setups
Requirements Analysis and System Setup
- Defining business needs and converting them into system logic
- Utilizing custom objects, flows, and automation tools
- Configuring security and access controls for insurance roles
Claims Handling and Post-Sales Support
- Claims workflows and automated processes
- Event logging and validation mechanisms
- Automated payment and settlement procedures
Insurance Policy Administration (IPA)
- Modeling policy lifecycles across different industries
- Managing policy versions, renewals, and lapses
- Customizations to ensure regional regulatory compliance
Integration and Reporting
- Connecting data with external systems (such as actuarial and finance departments)
- Dashboards and KPIs for monitoring insurance operations
- Creating reports for underwriting, claims, and compliance purposes
Conclusion and Future Actions
Requirements
- Fundamental knowledge of CRM principles
- Comprehension of insurance and/or leasing operational workflows
- Some exposure to the Salesforce platform or comparable tools is advantageous
Target Audience
- Salesforce developers specializing in the insurance or leasing sectors
- Product managers overseeing insurance product portfolios
- IT specialists involved in policy administration and post-sales service support
21 Hours
Testimonials (2)
practical part
irina filip - True Lens Services Ltd
Course - Salesforce for End Users
The way of interaction with students