Salesforce for Insurance and Leasing: Full Lifecycle Management

• Basic familiarity with CRM concepts
• Understanding of insurance and/or leasing workflows
• Some experience with Salesforce platform or similar tools is helpful

Audience

• Salesforce developers working in the insurance or leasing industry
• Product managers responsible for insurance offerings
• IT professionals supporting policy administration and post-sales services

Salesforce is a powerful cloud platform that supports the entire insurance lifecycle—from quoting and sales to claims management and policy administration.

This instructor-led, live training (online or onsite) is aimed at intermediate-level professionals in the insurance and leasing sector who wish to configure, extend, and optimize Salesforce to manage offerings, automate claims, and handle full policy lifecycles.

By the end of this training, participants will be able to:

• Configure Salesforce for quoting and pricing insurance products.
• Manage post-sales activities including claims, event registration, and payment automation.
• Model insurance products and administer policies across their full lifecycle.
• Adapt Salesforce to meet regulatory and operational needs in insurance and leasing.

Format of the Course

• Interactive lecture and discussion.
• Hands-on use of Salesforce Insurance tools and configurations.
• Guided exercises focused on product creation, claims workflows, and policy automation.

Course Customization Options

• To request a customized training for this course based on your insurance or leasing products, please contact us to arrange.

Introduction to Salesforce for Insurance and Leasing

• Salesforce Financial Services Cloud overview
• Key concepts: Accounts, Contacts, Opportunities, Policies
• Industry-specific data models and extensions

Insurance Sales Quotation (Quote Rate Apply)

• Product offerings and quoting structures
• Rate tables, discount rules, and approval processes
• Capturing client needs and pre-sales configurations

Requirements Gathering and System Configuration

• Capturing business needs and translating into system logic
• Use of custom objects, flows, and automations
• Security and access configurations for insurance roles

Claims Management and Post-Sales Services

• Claims workflows and automation
• Event registration and validation logic
• Auto-payment and settlement processes

Insurance Policy Administration (IPA)

• Cross-industry policy lifecycle modeling
• Policy versioning, renewals, and lapses
• Customizations for regional regulatory compliance

Integration and Reporting

• Data integration with external systems (e.g., actuarial, finance)
• Dashboards and KPIs for insurance operations
• Generating reports for underwriting, claims, and compliance

Summary and Next Steps