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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, and Policies
- Industry-specific data models and extensions
Insurance Sales Quotation (Quote Rate Application)
- Product offerings and quoting frameworks
- Rate tables, discount policies, and approval mechanisms
- Identifying client requirements and pre-sales setup
Requirements Analysis and System Configuration
- Translating business requirements into system logic
- Leveraging custom objects, flows, and automations
- Configuring security and access controls for insurance roles
Claims Management and Post-Sales Services
- Claims workflows and automation strategies
- Event registration and validation logic
- Automated payment and settlement procedures
Insurance Policy Administration (IPA)
- Cross-industry policy lifecycle modeling
- Handling policy versioning, renewals, and lapses
- Adapting configurations for regional regulatory compliance
Integration and Reporting
- Connecting 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
- Familiarity with fundamental CRM principles
- Knowledge of insurance and/or leasing workflows
- Prior experience with the Salesforce platform or comparable tools is advantageous
Target Audience
- Salesforce developers specializing in the insurance or leasing sector
- Product managers overseeing insurance product portfolios
- IT specialists supporting policy administration and post-sales services
Testimonials (2)
practical part
irina filip - True Lens Services Ltd
Course - Salesforce for End Users
The way of interaction with students
