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Course Outline
Introduction to Salesforce for Insurance and Leasing
- Overview of Salesforce Financial Services Cloud
- Core concepts: Accounts, Contacts, Opportunities, Policies
- Industry-specific data models and extensions
Insurance Sales Quotation (Quote Rate Apply)
- Product structures and quoting frameworks
- Rate tables, discount policies, and approval mechanisms
- Identifying client requirements and pre-sales setup
Requirements Analysis and System Configuration
- Translating business needs into system logic
- Leveraging custom objects, flows, and automations
- Security and access settings for insurance roles
Claims Management and Post-Sales Services
- Claims workflows and automation strategies
- Event registration and validation rules
- Automated payments and settlement procedures
Insurance Policy Administration (IPA)
- Modelling policy lifecycles across industries
- Policy versioning, renewals, and lapse management
- Customisations for regional regulatory compliance
Integration and Reporting
- Data integration with external systems (e.g., actuarial, finance)
- Dashboards and KPIs for insurance operations
- Generating reports for underwriting, claims, and compliance
Summary and Next Steps
Requirements
- Fundamental knowledge of CRM concepts
- Insight into insurance and/or leasing workflows
- Prior experience with the Salesforce platform or comparable tools is beneficial
Target Audience
- Salesforce developers active in the insurance or leasing industry
- Product managers overseeing insurance offerings
- IT specialists supporting policy administration and post-sales services
21 Hours
Custom Corporate Training
Training solutions designed exclusively for businesses.
- Customized Content: We adapt the syllabus and practical exercises to the real goals and needs of your project.
- Flexible Schedule: Dates and times adapted to your team's agenda.
- Format: Online (live), In-company (at your offices), or Hybrid.
Price per private group, online live training, starting from 3900 € + VAT*
Contact us for an exact quote and to hear our latest promotions
Testimonials (2)
practical part
irina filip - True Lens Services Ltd
Course - Salesforce for End Users
I had already worked with Salesforce before, but I was able to learn much more in the course, especially about reports.
Antonio Tropia - Molycop Chile S.A.
Course - Salesforce for Sales
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