Course Outline
Introduction to Salesforce for Insurance and Leasing
- Overview of the Salesforce Financial Services Cloud
- Key concepts: Accounts, Contacts, Opportunities, Policies
- Industry-specific data models and extensions
Insurance Sales Quotation (Quote Rate Apply)
- Product offerings and quoting structures
- Rate tables, discount rules, and approval processes
- Capturing client needs and pre-sales configurations
Requirements Gathering and System Configuration
- Capturing business needs and translating them into system logic
- Utilization of custom objects, flows, and automations for government operations
- Security and access configurations tailored to insurance roles
Claims Management and Post-Sales Services
- Workflows and automation for claims processing
- Event registration and validation logic
- Automated payment and settlement processes
Insurance Policy Administration (IPA)
- Cross-industry policy lifecycle modeling for government applications
- Policy versioning, renewals, and lapses
- Customizations to meet regional regulatory compliance requirements
Integration and Reporting
- Data integration with external systems (e.g., actuarial, finance) for government use
- Dashboards and KPIs for insurance operations management
- Report generation for underwriting, claims, and compliance purposes
Summary and Next Steps
Requirements
- Basic understanding of customer relationship management (CRM) concepts
- Familiarity with insurance and/or leasing processes
- Experience with the Salesforce platform or similar tools is beneficial
Audience
- Salesforce developers working in the insurance or leasing sectors for government
- Product managers overseeing insurance offerings
- IT professionals supporting policy administration and post-sales services
Testimonials (5)
The way of interaction with students
izabela - BCA Polska Sp. z.o.o.
Course - Salesforce for Sales and Administration
The trainer was flexible and was always looking for our feedback. Prior to going to the next topic he wanted to make sure everybody understood what was explained in the previous one.
Valentin - PTC EASTERN EUROPE S.R.L
Course - Salesforce for Administrators
Fortunately I was 1 on 1 with my trainer. This was very good. Victor worked at my pace, he explained things clearly and I was very happy with the outcome.
Craig - Superior Minerlas
Course - Salesforce for End Users
application scenarios introduction
Rachel - ge ren
Course - Salesforce CPQ for Administrators
The style and method of Training, it was more interacting than just listening in through the whole training, She gave me chance to practically apply her teachings while she was doing the training. So i really enjoyed that, gave me all the attention and asked where and what needed her to show me and i learned so many new features and have more knowledge now than before, i also gained some confidence in doing my work and using Salesforce.
