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Course Outline
Introduction to Salesforce for Insurance and Leasing
- Overview of Salesforce Financial Services Cloud.
- Key concepts: Accounts, Contacts, Opportunities, and Policies.
- Industry-specific data models and extensions.
Insurance Sales Quotation (Quote Rate Apply)
- Product offerings and quoting structures.
- Rate tables, discount rules, and approval processes.
- Capturing client needs and pre-sales configurations.
Requirements Gathering and System Configuration
- Capturing business needs and translating them into system logic.
- Utilization of custom objects, flows, and automations.
- Security and access configurations tailored to insurance roles.
Claims Management and Post-Sales Services
- Claims workflows and automation.
- Event registration and validation logic.
- Auto-payment and settlement processes.
Insurance Policy Administration (IPA)
- Cross-industry policy lifecycle modeling.
- Policy versioning, renewals, and lapses.
- Customizations for regional regulatory compliance.
Integration and Reporting
- Data integration with external systems (e.g., actuarial, finance).
- Dashboards and KPIs for insurance operations.
- Generating reports for underwriting, claims, and compliance.
Summary and Next Steps
Requirements
- Basic familiarity with CRM concepts.
- Understanding of insurance and/or leasing workflows.
- Some experience with the Salesforce platform or similar tools is beneficial.
Audience
- Salesforce developers working within the insurance or leasing industry.
- Product managers responsible for insurance offerings.
- IT professionals supporting policy administration and post-sales services.
21 Hours
Testimonials (2)
practical part
irina filip - True Lens Services Ltd
Course - Salesforce for End Users
The way of interaction with students
