Deliver Personalized Insurance Service with Financial Services Cloud
Offered By: Salesforce via Trailhead
Course Description
Overview
Manage, track, and automate customer interactions with Financial Services Cloud
- Learn how the insurance platform can help deliver connected customer experiences.
- Deliver connected customer experiences with the insurance platform.
- Optimize your Insurance for Financial Services Cloud setup with advanced configurations.
- Use the insurance data model to plan, manage, and track your insurance business.
Syllabus
- Insurance Agent Console for Sales and Service
- Get Started with Insurance Agent Console
- Give Sales Agents a 360-Degree View of Policyholders
- Create a New Life Event
- Review the Policies Tab
- Give Service Reps a 360-Degree View of Policyholders
- Automate Repetitive Business Processes with Salesforce Flow
- Insurance for Financial Services Cloud Admin Essentials
- Say Hello to Insurance for Financial Services Cloud
- Get Started with Admin Essentials
- Set Up Advanced Access to Insurance Features
- Enable Distributor Performance Management
- Set Up Producers
- Set Up a Portal for Independent Insurance Agents
- Insurance for Financial Services Cloud Admin Advanced Features
- Set Up Life Events and Business Milestones
- Set Up Essential Features of Insurance Policies and Claims
- Set Up Advanced Features of Insurance Policies and Claims
- Finalize Your Insurance Setup
- Insurance for Financial Services Cloud Data Model Basics
- Get to Know the Insurance Data Model
- Explore Insurance Policy Coverage, Assets, and Transactions
- Relate Producers, Policies, and Legal Entities
- Say Hello to Insurance Claims
- Understand Your Clients to Serve Them Better
Tags
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