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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 Application)
- Product structures and quoting frameworks
- Implementation of rate tables, discount rules, and approval workflows
- Identifying client requirements and setting up pre-sales configurations
Gathering Requirements and System Configuration
- Translating business needs into system logic
- Leveraging custom objects, flows, and automation features
- Configuring security and access controls for insurance roles
Claims Management and Post-Sales Services
- Designing claims workflows and automation
- Implementing event registration and validation logic
- Managing auto-payment and settlement processes
Insurance Policy Administration (IPA)
- Modeling policy lifecycles across industries
- Handling policy versioning, renewals, and lapses
- Customizing for regional regulatory compliance
Integration and Reporting
- Integrating data with external systems (e.g., actuarial, finance)
- Creating dashboards and KPIs for insurance operations
- Generating reports for underwriting, claims, and compliance
Summary and Next Steps
Requirements
- Fundamental understanding of CRM principles
- Knowledge of insurance and/or leasing workflows
- Prior experience with the Salesforce platform or comparable tools is advantageous
Intended Audience
- Salesforce developers working within the insurance or leasing industry
- Product managers overseeing insurance offerings
- IT professionals 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
