Get to Know the Digital Insurance Platform
Offered By: Salesforce via Trailhead
Course Description
Overview
Learn about the insurance industry and how companies can meet business challenges through digital transformation.
- Discover insurance industry processes, market models, and the challenges driving change.
- Discover how the platform transforms insurers and partners into modern digital businesses.
- Discover how companies transform quoting experiences for their employees and customers.
- Discover how to transform policy administration for insurance companies and customers.
- Transform group insurance with automated contracts, promoted enrollment, and more.
- Learn how Claims Management transforms the claims lifecycle for insurance companies.
- Use the insurance data model to plan, manage, and track your insurance business.
Syllabus
- The Insurance Industry
- Get to Know the Commercial Insurance Industry
- Understand the Types of Insurance Companies
- Explore Insurance Products, Processes, and Practices
- Meet the Industry Challenges Driving Digital Transformation
- Digital Insurance Platform Foundations
- Meet the Digital Insurance Platform
- Dive into Platform Capabilities
- Work with the Platform
- Transform Your Insurance Business
- Insurance Quoting Foundations
- Get Started with Quoting
- Work with Quote, Rate, and Apply
- Dive into Product Modeling
- Calculate Quotes with Rating
- Explore Quoting Processes
- Transform Quoting for the Business
- Individual Insurance Policy Administration Foundations
- Meet Individual Policy Administration
- Get to Know Individual Policy Administration
- Dive Into Issuing Policies
- Learn About Modifying Policies
- Explore Policy Renewal and Cancellation
- Transform Insurance with Individual Policy Administration
- Group Insurance Contracts and Enrollments Foundations
- Get to Know Group Insurance Contracts and Enrollments
- Discover the Solution with Contract and Enroll
- Work with Contracts and Enrollments
- Dive Into Contracts and Enrollments
- Transform with Contract and Enroll
- Insurance Claims Foundations
- Meet Claims Management
- Get to Know Claims Management
- Explore Claims Product Modeling
- Dig Into the First Notice of Loss
- Learn How to Manage a Claim
- Transform Insurance with Claims Management
- Insurance Data Model
- Get to Know the Insurance Data Model
- Explore Insurance Policy Coverage, Assets, and Transactions
- Work with Quotes and Group Contracts
- Relate Producers, Policies, and Legal Entities
- Say Hello to Insurance Claims
Tags
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