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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
- Sector-specific data models and system extensions
Insurance Sales Quotation (Quote Rate Apply)
- Product portfolios and quoting frameworks
- Rate tables, discount mechanisms, and approval protocols
- Identifying client requirements and pre-sales setup
Requirement Analysis and System Setup
- Translating business requirements into system logic
- Leveraging custom objects, flows, and automation features
- Security and permission settings for insurance-specific roles
Claims Handling and Post-Sales Support
- Claims processes and workflow automation
- Event registration and validation procedures
- Automated payment and settlement workflows
Insurance Policy Administration (IPA)
- Modeling policy lifecycles across various industries
- Managing policy versions, renewals, and lapses
- Adapting for local regulatory compliance
Integration and Analytics
- Data exchange with external platforms (such as actuarial and finance systems)
- Dashboards and KPIs for insurance business operations
- Creating reports for underwriting, claims, and compliance monitoring
Conclusion and Future Actions
Requirements
- Fundamental knowledge of CRM principles
- Familiarity with insurance and/or leasing business processes
- Prior exposure to the Salesforce platform or comparable tools is advantageous
Target Audience
- Salesforce developers specializing in the insurance or leasing field
- Product managers overseeing insurance product portfolios
- IT specialists supporting policy administration and post-sales service operations
21 Hours
Testimonials (2)
practical part
irina filip - True Lens Services Ltd
Course - Salesforce for End Users
The way of interaction with students
