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Course Outline

Introduction to Salesforce in Insurance and Leasing

  • Overview of Salesforce Financial Services Cloud
  • Core concepts: Accounts, Contacts, Opportunities, Policies
  • Industry-specific data models and extensions

Insurance Sales Quotations (Quote Rate Application)

  • Product portfolios and quoting frameworks
  • Rate structures, discount rules, and approval workflows
  • Identifying client requirements and pre-sales setup

Requirement Analysis and System Setup

  • Defining business needs and translating them into system logic
  • Utilising custom objects, flows, and automation
  • Security and access settings for insurance-related roles

Claims Administration and Post-Sales Support

  • Claims workflows and automated processes
  • Event logging and validation logic
  • Automated payments and settlement procedures

Insurance Policy Administration (IPA)

  • Policy lifecycle modelling across industries
  • Policy version control, renewals, and lapses
  • Tailoring for regional regulatory compliance

Integration and Reporting

  • Data integration with external systems (e.g., actuarial, finance)
  • Dashboards and KPIs for insurance operations
  • Creating reports for underwriting, claims, and compliance

Conclusion and Further Steps

Requirements

  • Fundamental understanding of CRM principles
  • Knowledge of insurance and/or leasing workflows
  • Practical experience with the Salesforce platform or comparable tools is beneficial

Target Audience

  • Salesforce developers operating within the insurance or leasing industries
  • Product managers overseeing insurance product portfolios
  • IT specialists supporting policy administration and post-sales services
 21 Hours

Number of participants


Price per participant

Open Training Courses require 5+ participants.

Testimonials (2)

practical part

irina filip - True Lens Services Ltd
Course - Salesforce for End Users

The way of interaction with students

izabela - BCA Polska Sp. z.o.o.
Course - Salesforce for Sales and Administration

Provisional Upcoming Courses (Require 5+ participants)

Salesforce for Insurance and Leasing: Full Lifecycle Management

2026-10-19 09:30
21 hours
Wellington, Plimmer Towers
8220 NZD (Online)
19470 NZD (Classroom)

Salesforce for Insurance and Leasing: Full Lifecycle Management

2026-11-02 09:30
21 hours
Te Pou Toetoe Linwood
8220 NZD (Online)
19470 NZD (Classroom)

Salesforce for Insurance and Leasing: Full Lifecycle Management

2026-11-16 09:30
21 hours
Auckland, ANZ Centre
8220 NZD (Online)
21420 NZD (Classroom)

Salesforce for Insurance and Leasing: Full Lifecycle Management

2026-11-30 09:30
21 hours
Wellington, Plimmer Towers
8220 NZD (Online)
19470 NZD (Classroom)

Salesforce for Insurance and Leasing: Full Lifecycle Management

2026-12-14 09:30
21 hours
Te Pou Toetoe Linwood
8220 NZD (Online)
19470 NZD (Classroom)

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