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Course Outline
Introduction to Salesforce in Insurance and Leasing
- Overview of Salesforce Financial Services Cloud capabilities
- Core concepts: Accounts, Contacts, Opportunities, and Policies
- Industry-specific data modeling and extensions
Insurance Sales Quoting (Quote Rate Application)
- Defining product offerings and quoting frameworks
- Implementing rate tables, discount logic, and approval chains
- Capturing client requirements and pre-sales setup
Requirements Analysis and System Setup
- Translating business objectives into functional system logic
- Leveraging custom objects, flows, and automation tools
- Configuring security and access controls for insurance-specific roles
Claims Management and Post-Sales Support
- Designing claims workflows and implementing automation
- Event registration and validation rules
- Automating payment and settlement procedures
Insurance Policy Administration (IPA)
- Modeling policy lifecycles across different industries
- Managing policy versioning, renewals, and lapses
- Implementing customizations for regional regulatory adherence
Integration and Reporting Capabilities
- Connecting with external systems (such as actuarial and finance platforms)
- Creating dashboards and KPIs for insurance operations
- Generating reports for underwriting, claims, and compliance monitoring
Conclusion and Future Steps
Requirements
- Foundational knowledge of Customer Relationship Management (CRM) principles.
- A solid grasp of insurance and/or leasing operational workflows.
- Previous exposure to the Salesforce platform or comparable tools is advantageous.
Target Audience
- Salesforce developers operating within the insurance or leasing vertical.
- Product managers accountable for developing insurance offerings.
- 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