Get in Touch

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

Number of participants


Price per participant

Testimonials (2)

Upcoming Courses

Related Categories