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Course Outline

Getting Started with Salesforce in Insurance and Leasing

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

Insurance Quoting (Quote Rate Apply)

  • Structuring product offerings and quote frameworks
  • Implementing rate tables, discount policies, and approval chains
  • Identifying client requirements and pre-sales setup

Requirements Analysis and System Setup

  • Translating business objectives into technical system logic
  • Leveraging custom objects, flows, and automation features
  • Setting security and access permissions for specific insurance roles

Claims Handling and Post-Sales Support

  • Designing claim workflows and automation strategies
  • Registering events and defining validation rules
  • Implementing automatic payments and settlement mechanisms

Insurance Policy Administration (IPA)

  • Modeling policy lifecycles across different sectors
  • Managing policy versions, renewals, and cancellations
  • Adjusting configurations for local regulatory adherence

System Integration and Reporting

  • Connecting data with external platforms (e.g., actuarial, finance systems)
  • Creating dashboards and tracking KPIs for insurance operations
  • Producing reports for underwriting, claims, and compliance monitoring

Conclusion and Future Pathways

Requirements

  • Fundamental grasp of CRM principles
  • Familiarity with insurance and/or leasing business processes
  • Previous exposure to the Salesforce platform or comparable tools is beneficial

Target Audience

  • Salesforce developers operating in the insurance or leasing sectors
  • Product managers overseeing insurance product lines
  • IT specialists involved in policy management and post-sales support
 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

Upcoming Courses

Salesforce for Insurance and Leasing: Full Lifecycle Management

2026-10-09 09:30
21 hours
Örebro, City Center
3000 EUR (Online)
3600 EUR (Classroom)

Salesforce for Insurance and Leasing: Full Lifecycle Management

2026-10-23 09:30
21 hours
Linköping
3000 EUR (Online)
3600 EUR (Classroom)

Salesforce for Insurance and Leasing: Full Lifecycle Management

2026-11-06 09:30
21 hours
Stockholm, Hötorget
3000 EUR (Online)
3600 EUR (Classroom)

Salesforce for Insurance and Leasing: Full Lifecycle Management

2026-11-20 09:30
21 hours
Uppsala
3000 EUR (Online)
3900 EUR (Classroom)

Salesforce for Insurance and Leasing: Full Lifecycle Management

2026-12-04 09:30
21 hours
Malmö, Stadskärna
3000 EUR (Online)
3600 EUR (Classroom)

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