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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

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