Design and Build Experiences for the Digital Insurance Platform
Offered By: Salesforce via Trailhead
Course Description
Overview
Learn how to model, create, and manage quotes and claims.
- Discover the main components that power quotes and policies.
- Configure rating to calculate premiums accurately.
- Build OmniScripts to help users find and rate products for quoting.
- Discover best practices to model claims for insurance policies.
- Explore the objects, tools, and services for issuing insurance claims.
- Digitally manage and automate your claims handling and resolution.
Syllabus
- Product Modeling for Insurance Quoting
- Explore the Product Model
- Discover Attributes
- Explore Specs
- Get to Know the Root Product
- Rating Procedures for Insurance Quoting
- Rate a Product
- Prepare Rating Information
- Create Decision Matrices for Rating
- Build Expression Sets for Rating
- Integrate Expression Sets for Rating
- Business Processes for Insurance Quoting
- Create OmniScripts for Quoting
- Collect the Data
- Get Product Details
- Show Product Details
- Create the Quote
- Claims Modeling for Insurance
- Set Up the Product Model
- Get to Know Power Attributes
- Define the Scope of Power Attributes
- Configure the Claim Model
- Claims Creation for Insurance
- Prepare the Policy
- Configure the Claim Data
- Create the Claim
- Claims Management and Automation for Insurance
- Open Claim Coverages
- Create Loss and Expense Payments
- Issue Claim Payments
- Set Claim Product Rules
- Create Actions for Claim Coverages
- Evaluate Claim Rules
Tags
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