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Duration 21 hours
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 Sales Quoting (Quote Rate Apply)
- Product portfolios and quoting frameworks
- Rate structures, discount rules, and approval hierarchies
- Identifying client needs and configuring pre-sales parameters
Gathering Requirements and Configuring the System
- Translating business requirements into system logic
- Implementing custom objects, flows, and automation
- Setting security and access controls for insurance-specific roles
Claims Management and Post-Sales Support
- Workflow and automation for claims processing
- Event registration and validation mechanisms
- Automated payment and settlement procedures
Insurance Policy Administration (IPA)
- Modeling policy lifecycles across industries
- Managing policy versions, renewals, and lapses
- Implementing adjustments for regional regulatory adherence
Integration and Reporting
- Connecting with external systems (e.g., actuarial, financial)
- Creating dashboards and KPIs for insurance operations
- Generating reports for underwriting, claims, and compliance
Conclusion and Future Directions
Requirements
- Fundamental knowledge of CRM principles
- Familiarity with insurance and/or leasing processes
- Prior exposure to Salesforce or comparable platforms is advantageous
Target Audience
- Salesforce developers active in the insurance or leasing sectors
- Product managers overseeing insurance product lines
- IT specialists supporting policy administration and post-sales service delivery
Testimonials (2)
practical part
irina filip - True Lens Services Ltd
Course - Salesforce for End Users
The way of interaction with students
