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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
- Industry-specific data models and extensions
Insurance Sales Quotation (Quote Rate Apply)
- Product offerings and quotation structures
- Rate tables, discount rules, and approval mechanisms
- Identifying client requirements and pre-sales setup
Gathering Requirements and Configuring Systems
- Translating business needs into system logic
- Leveraging custom objects, flows, and automation
- Configuring security and access for insurance-specific roles
Claims Management and Post-Sales Services
- Claims workflows and automated processes
- Event registration and validation logic
- Automated payment and settlement procedures
Insurance Policy Administration (IPA)
- Modeling policy lifecycles across industries
- Policy versioning, renewals, and lapse management
- Customizations to ensure regional regulatory compliance
Integration and Reporting
- Integrating data with external systems (e.g., actuarial, finance)
- Creating dashboards and KPIs for insurance operations
- Producing reports for underwriting, claims, and compliance
Summary and Future Actions
Requirements
- Fundamental knowledge of CRM concepts
- Comprehension of insurance and/or leasing workflows
- Prior experience with the Salesforce platform or comparable tools is beneficial
Target Audience
- Salesforce developers operating within the insurance or leasing industry
- Product managers overseeing insurance product portfolios
- IT specialists supporting policy administration and post-sales service operations
21 Hours
Custom Corporate Training
Training solutions designed exclusively for businesses.
- Customized Content: We adapt the syllabus and practical exercises to the real goals and needs of your project.
- Flexible Schedule: Dates and times adapted to your team's agenda.
- Format: Online (live), In-company (at your offices), or Hybrid.
Price per private group, online live training, starting from 4800 € + VAT*
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Testimonials (2)
practical part
irina filip - True Lens Services Ltd
Course - Salesforce for End Users
The way of interaction with students
