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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 structures and quoting frameworks
- Rate tables, discount rules, and approval hierarchies
- Identifying client requirements and pre-sales setup
Requirements Gathering and System Configuration
- Translating business requirements into system logic
- Leveraging custom objects, flows, and automation
- 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 modelling
- Policy versioning, renewals, and lapse management
- Tailoring configurations for local regulatory compliance
Integration and Reporting
- Data integration with external systems (e.g., actuarial and finance platforms)
- Dashboards and KPIs for insurance operations
- Generating reports for underwriting, claims, and compliance monitoring
Summary and Next Steps
Requirements
- Foundational knowledge of CRM principles
- Familiarity with insurance and/or leasing operational workflows
- Prior exposure to the Salesforce platform or equivalent tools is advantageous
Target Audience
- Salesforce developers operating within the insurance or leasing sectors
- Product managers overseeing insurance product portfolios
- IT specialists supporting policy administration and post-sales service delivery
21 Hours
Testimonials (2)
practical part
irina filip - True Lens Services Ltd
Course - Salesforce for End Users
The way of interaction with students
