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Duration 21 hours (3 days)
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 offerings and quoting frameworks
- Rate schedules, discount rules, and approval procedures
- Identifying client needs and pre-sales configurations
Gathering Requirements and System Setup
- Translating business needs into system logic
- Implementation of custom objects, flows, and automation
- Security and access settings for insurance roles
Claims Management and Post-Sales Services
- Claims workflows and automation strategies
- Event registration and validation logic
- Automated payment and settlement processes
Insurance Policy Administration (IPA)
- Cross-industry policy lifecycle modeling
- Policy version control, renewals, and lapse management
- Customizations to ensure regional regulatory compliance
Integration and Reporting
- Data integration with external systems (such as actuarial and finance)
- Dashboards and KPIs for insurance operations
- Creation of reports for underwriting, claims, and compliance
Summary and Next Steps
Requirements
- Fundamental knowledge of CRM concepts
- Knowledge of insurance and/or leasing processes
- Prior experience with the Salesforce platform or comparable tools is advantageous
Intended Audience
- Salesforce developers engaged in the insurance or leasing sector
- Product managers overseeing insurance product portfolios
- IT specialists supporting policy management and post-sales services
Testimonials (2)
practical part
irina filip - True Lens Services Ltd
Course - Salesforce for End Users
The way of interaction with students
