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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

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