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Course Outline

Foundations of Salesforce in Insurance and Leasing

  • Overview of Salesforce Financial Services Cloud
  • Core components: Accounts, Contacts, Opportunities, and Policies
  • Industry-specific data models and custom extensions

Insurance Quoting and Pricing Strategies

  • Structuring product offerings and quote frameworks
  • Implementing rate tables, discount rules, and approval hierarchies
  • Identifying client requirements and setting up pre-sales parameters

Defining Requirements and System Setup

  • Translating business objectives into technical system logic
  • Utilizing custom objects, flows, and automation tools
  • Establishing security and access controls for insurance-specific roles

Claims Processing and Post-Sales Support

  • Designing claims workflows and automating tasks
  • Implementing event registration and validation rules
  • Managing automatic payments and settlement procedures

Insurance Policy Administration (IPA)

  • Modeling policy lifecycles across different industry sectors
  • Handling policy versioning, renewals, and lapses
  • Adapting configurations to meet regional regulatory compliance

System Integration and Reporting

  • Connecting with external systems (e.g., actuarial and financial platforms)
  • Creating dashboards and KPIs for insurance operations
  • Generating reports for underwriting, claims analysis, and compliance monitoring

Conclusions and Future Directions

Requirements

  • Fundamental knowledge of CRM principles
  • Working understanding of insurance and/or leasing business processes
  • Prior experience with the Salesforce platform or comparable tools is advantageous

Target Audience

  • Salesforce developers operating within the insurance or leasing sectors
  • Product managers overseeing insurance product lines
  • IT specialists supporting policy administration and post-sales service delivery
 21 Hours

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