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Course Outline
Introduction to Salesforce for Insurance and Leasing
- Overview of the Salesforce Financial Services Cloud
- Core concepts: Accounts, Contacts, Opportunities, and Policies
- Sector-specific data modeling and system extensions
Insurance Sales Quoting (Quote Rate Application)
- Structuring product offerings and quoting frameworks
- Implementation of rate tables, discounting policies, and approval hierarchies
- Identifying client requirements and setting up pre-sales configurations
Gathering Requirements and System Setup
- Translating business objectives into technical system logic
- Utilizing custom objects, flows, and automation tools
- Establishing security protocols and access controls for insurance roles
Claims Management and Post-Sales Support
- Designing claims workflows and automation processes
- Implementing event registration and verification logic
- Managing automatic payments and settlement procedures
Insurance Policy Administration (IPA)
- Modeling policy lifecycles across various industries
- Handling policy versions, renewals, and expirations
- Implementing customizations to ensure compliance with regional regulations
System Integration and Reporting
- Integrating data with external systems (such as actuarial and finance platforms)
- Creating dashboards and key performance indicators for insurance operations
- Producing reports for underwriting, claims analysis, and regulatory compliance
Conclusion and Future Actions
Requirements
- Fundamental knowledge of CRM principles
- Proficiency in insurance and/or leasing operational workflows
- Practical exposure to the Salesforce platform or analogous tools is advantageous
Target Audience
- Salesforce developers engaged in the insurance or leasing domain
- Product managers overseeing insurance product portfolios
- IT specialists involved in policy administration and post-sales support services
21 Hours
Testimonials (2)
practical part
irina filip - True Lens Services Ltd
Course - Salesforce for End Users
The way of interaction with students
