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Course Outline
Introduction to Salesforce in Insurance and Leasing
- Overview of Salesforce Financial Services Cloud
- Core concepts: Accounts, Contacts, Opportunities, and Policies
- Industry-specific data models and extensions
Insurance Sales Quotation (Quote Rate Apply)
- Product structures and quoting frameworks
- Rate tables, discount rules, and approval procedures
- Identifying client needs and pre-sales configurations
Requirements Analysis and System Setup
- Translating business needs into system logic
- Utilizing custom objects, flows, and automations
- Security and access configurations for insurance-specific roles
Claims Management and Post-Sales Support
- Claims workflows and automation strategies
- Event registration and validation logic
- Automated payment and settlement processes
Insurance Policy Administration (IPA)
- Modeling policy lifecycles across industries
- Policy versioning, renewals, and lapse management
- 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 Future Steps
Requirements
- Fundamental knowledge of CRM principles
- A solid grasp of insurance and/or leasing workflows
- Prior experience with the Salesforce platform or comparable tools is beneficial
Target Audience
- Salesforce developers operating in the insurance or leasing sectors
- Product managers overseeing insurance product portfolios
- IT specialists supporting policy administration and post-sales services
21 Hours
Testimonials (2)
practical part
irina filip - True Lens Services Ltd
Course - Salesforce for End Users
The way of interaction with students
