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Course Outline
Introduction to Salesforce in the Context of Insurance and Leasing
- Overview of Salesforce Financial Services Cloud
- Core elements: Accounts, Contacts, Opportunities, and Policies
- Industry-focused data models and custom extensions
Insurance Sales Quoting (Quote Rate Application)
- Product catalogues and quoting frameworks
- Rate structures, discount policies, and approval chains
- Identifying client requirements and pre-sales setups
Defining Requirements and System Setup
- Recording business requirements and converting them into system logic
- Leveraging custom objects, flows, and automation features
- Configuring security and access rights for insurance-related roles
Claims Handling and Post-Sales Support
- Claims processing workflows and automation
- Event capture and validation rules
- Automated payment and settlement procedures
Insurance Policy Administration (IPA)
- Modeling the policy lifecycle across different industries
- Handling policy versions, renewals, and lapses
- Customizing for regional regulatory adherence
Integrations and Reporting
- Data exchange with external systems (e.g., actuarial, finance)
- Dashboards and KPIs for insurance operations
- Creating reports for underwriting, claims, and compliance
Recap and Future Steps
Requirements
- Fundamental understanding of CRM principles
- Knowledge of insurance and/or leasing operational workflows
- Prior experience with the Salesforce platform or comparable tools is beneficial
Target Participants
- Salesforce developers operating in the insurance or leasing fields
- Product managers accountable for insurance products
- IT specialists supporting policy management 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
