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Course Outline
Introduction to Salesforce for Insurance and Leasing
- Overview of Salesforce Financial Services Cloud
- Core concepts: Accounts, Contacts, Opportunities, and Policies
- Sector-specific data models and extensions
Insurance Sales Quotation (Quote Rate Apply)
- Product portfolios and quoting frameworks
- Rate structures, discount rules, and approval workflows
- Identifying client requirements and pre-sales setup
Requirements Analysis and System Configuration
- Translating business requirements into system logic
- Implementing custom objects, flows, and automations
- Configuring security and access controls for insurance roles
Claims Management and Post-Sales Services
- Automated claims workflows
- Event registration and validation mechanisms
- Automated payment and settlement procedures
Insurance Policy Administration (IPA)
- Modelling policy lifecycles across various industries
- Managing policy versions, renewals, and lapses
- Customizing configurations for regional regulatory adherence
Integration and Reporting
- Integrating data with external systems (e.g., actuarial and finance)
- Building dashboards and KPIs for insurance operations
- Generating reports for underwriting, claims, and compliance
Conclusion and Future Steps
Requirements
- Fundamental knowledge of CRM principles
- A solid grasp of insurance and/or leasing business processes
- Prior experience with Salesforce or comparable platforms is advantageous
Target Audience
- Salesforce developers operating within the insurance or leasing industry
- Product managers overseeing insurance product lines
- IT specialists supporting policy administration and post-sales support services
21 Hours
Testimonials (2)
practical part
irina filip - True Lens Services Ltd
Course - Salesforce for End Users
The way of interaction with students
