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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-specific data models and extensions
Insurance Sales Quotation (Quote Rate Apply)
- Structuring product offerings and quoting mechanisms
- Implementing rate tables, discount rules, and approval workflows
- Capturing client requirements and pre-sales configurations
Requirements Gathering and System Configuration
- Translating business needs into actionable system logic
- Utilizing custom objects, flows, and automation tools
- Configuring security and access controls for specific insurance roles
Claims Management and Post-Sales Services
- Designing claims workflows and automating processes
- Implementing event registration and validation logic
- Setting up auto-payment and settlement procedures
Insurance Policy Administration (IPA)
- Modeling policy lifecycles across different industries
- Managing policy versioning, renewals, and lapses
- Applying customizations for regional regulatory compliance
Integration and Reporting
- Integrating data with external systems (e.g., actuarial, finance)
- Creating dashboards and KPIs for insurance operations
- Generating reports for underwriting, claims, and compliance
Summary and Next Steps
Requirements
- Fundamental knowledge of CRM concepts
- Comprehension of insurance and/or leasing workflows
- Prior experience with the Salesforce platform or comparable tools is advantageous
Target Audience
- Salesforce developers operating within the insurance or leasing industries
- Product managers overseeing insurance product offerings
- IT specialists providing support for 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
