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Course Outline

Introduction to Salesforce in Insurance and Leasing

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

Insurance Sales Quoting (Quote Rate Apply)

  • Product structures and quoting frameworks
  • Rate tables, discount mechanisms, and approval hierarchies
  • Identifying client requirements and pre-sales configuration

Requirements Analysis and System Setup

  • Translating business requirements into system logic
  • Implementation of custom objects, flows, and automation rules
  • Configuring security and access controls for insurance roles

Claims Handling and Post-Sales Support

  • Automating claims workflows
  • Event registration and validation protocols
  • Automated payment and settlement procedures

Insurance Policy Administration (IPA)

  • Modeling policy lifecycles across different industries
  • Managing policy versions, renewals, and lapse scenarios
  • Customizing for regional regulatory compliance

Integration and Reporting

  • Data integration with external systems (such as actuarial and finance departments)
  • Dashboards and KPIs for insurance operational monitoring
  • Creating reports for underwriting, claims analysis, and compliance

Conclusion and Future Steps

Requirements

  • Fundamental knowledge of CRM principles
  • Comprehension of insurance and/or leasing business processes
  • Prior experience with the Salesforce platform or comparable tools is advantageous

Target Audience

  • Salesforce developers operating within the insurance or leasing sectors
  • Product managers overseeing insurance product portfolios
  • IT specialists involved in policy administration and post-sales service 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

2026-10-12 09:30
21 hours
Istanbul, Taksim
29025 TRY (Online)
29625 TRY (Classroom)

Salesforce for Insurance and Leasing: Full Lifecycle Management

2026-10-26 09:30
21 hours
Ankara
29025 TRY (Online)
29625 TRY (Classroom)

Salesforce for Insurance and Leasing: Full Lifecycle Management

2026-11-09 09:30
21 hours
Antalya
29025 TRY (Online)
29625 TRY (Classroom)

Salesforce for Insurance and Leasing: Full Lifecycle Management

2026-11-23 09:30
21 hours
Istanbul, Taksim
29025 TRY (Online)
29625 TRY (Classroom)

Salesforce for Insurance and Leasing: Full Lifecycle Management

2026-12-07 09:30
21 hours
Ankara
29025 TRY (Online)
29625 TRY (Classroom)

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