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Course Outline
Introduction to Salesforce for Insurance and Leasing
- Overview of Salesforce Financial Services Cloud
- Core concepts: Accounts, Contacts, Opportunities, and Policies
- Industry-specific data models and functional extensions
Insurance Sales Quotation (Quote Rate Apply)
- Structures for product offerings and quotation processes
- Implementation of rate tables, discount rules, and approval hierarchies
- Identifying client requirements and setting up pre-sales configurations
Requirements Gathering and System Configuration
- Translating business requirements into effective system logic
- Leveraging custom objects, flows, and automation tools
- Configuring security protocols and access rights for insurance roles
Claims Management and Post-Sales Services
- Designing claims workflows and implementing automation
- Logic for event registration and validation
- Processes for automatic payment and settlement
Insurance Policy Administration (IPA)
- Modeling policy lifecycles across different industries
- Handling policy versioning, renewals, and lapses
- Customizations to ensure regional regulatory compliance
Integration and Reporting
- Data integration with external systems (e.g., actuarial and finance tools)
- Creating dashboards and defining KPIs for insurance operations
- Generating reports for underwriting, claims, and compliance monitoring
Summary and Future Steps
Requirements
- Fundamental knowledge of CRM principles
- Comprehension of insurance and/or leasing operational workflows
- Prior experience with the Salesforce platform or comparable tools is advantageous
Target Audience
- Salesforce developers specializing in the insurance or leasing industry
- Product managers overseeing insurance product portfolios
- IT specialists supporting policy administration and post-sales service delivery
21 Hours
Testimonials (2)
practical part
irina filip - True Lens Services Ltd
Course - Salesforce for End Users
The way of interaction with students