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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
Testimonials (2)
practical part
irina filip - True Lens Services Ltd
Course - Salesforce for End Users
The way of interaction with students