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Course Outline
Introduction to Salesforce for Insurance and Leasing
- Salesforce Financial Services Cloud overview
- Key concepts: Accounts, Contacts, Opportunities, Policies
- Industry-specific data models and extensions
Insurance Sales Quotation (Quote Rate Apply)
- Product offerings and quoting structures
- Rate tables, discount rules, and approval processes
- Capturing client needs and pre-sales configurations
Requirements Gathering and System Configuration
- Capturing business needs and translating into system logic
- Use of custom objects, flows, and automations
- Security and access configurations for insurance roles
Claims Management and Post-Sales Services
- Claims workflows and automation
- Event registration and validation logic
- Auto-payment and settlement processes
Insurance Policy Administration (IPA)
- Cross-industry policy lifecycle modeling
- Policy versioning, renewals, and lapses
- Customizations for regional regulatory compliance
Integration and Reporting
- Data integration with external systems (e.g., actuarial, finance)
- Dashboards and KPIs for insurance operations
- Generating reports for underwriting, claims, and compliance
Summary and Next Steps
Requirements
- Basic familiarity with CRM concepts
- Understanding of insurance and/or leasing workflows
- Some experience with Salesforce platform or similar tools is helpful
Audience
- Salesforce developers working in the insurance or leasing industry
- Product managers responsible for insurance offerings
- IT professionals supporting policy administration and post-sales services
21 Hours
회원 평가 (4)
학생들과의 상호작용 방식
izabela - BCA Polska Sp. z.o.o.
Course - Salesforce for Sales and Administration
Machine Translated
다행히 트레이너와 1:1로 상담을 받을 수 있었습니다. 이것은 매우 좋았습니다. Victor는 내 속도에 맞춰 작업했고, 명확하게 설명했으며 결과에 매우 만족했습니다.
Craig - Superior Minerlas
Course - Salesforce for End Users
Machine Translated
애플리케이션 시나리오 소개
Rachel - ge ren
Course - Salesforce CPQ for Administrators
Machine Translated
The style and method of Training, it was more interacting than just listening in through the whole training, She gave me chance to practically apply her teachings while she was doing the training. So i really enjoyed that, gave me all the attention and asked where and what needed her to show me and i learned so many new features and have more knowledge now than before, i also gained some confidence in doing my work and using Salesforce.
