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Course Outline
Introduction to Salesforce in Insurance and Leasing
- Overview of Salesforce Financial Services Cloud
- Core concepts: Accounts, Contacts, Opportunities, Policies
- Sector-specific data models and extensions
Insurance Quoting and Rate Application
- Product structures and quoting frameworks
- Rate tables, discounting rules, and approval hierarchies
- Identifying client requirements and pre-sales setup
Requirements Analysis and System Setup
- Translating business needs into system logic
- Leveraging custom objects, flows, and automation tools
- Configuring security and access controls for insurance roles
Claims Management and Post-Sales Support
- Designing claims workflows and automation
- Event registration and validation logic
- Automating payment and settlement procedures
Insurance Policy Administration (IPA)
- Modeling policy lifecycles across industries
- Handling policy versions, renewals, and lapses
- Tailoring solutions for regional regulatory compliance
Integrations and Reporting
- Data integration with external systems (e.g., actuarial, finance)
- Dashboards and KPIs for insurance operations
- Generating reports for underwriting, claims, and compliance
Wrap-up and Future Directions
Requirements
- Fundamental knowledge of CRM principles
- Comprehension of insurance and/or leasing workflows
- Exposure to the Salesforce platform or comparable tools is beneficial
Intended Audience
- Salesforce developers operating within the insurance or leasing sectors
- Product managers overseeing insurance product lines
- 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
