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Deliver Personalized Insurance Service with Financial Services Cloud

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Free Online Course: Deliver Personalized Insurance Service with Financial Services Cloud provided by Trailhead is a comprehensive online course, which lasts for 5-6 hours worth of material. The course is taught in English and is free of charge.

Salesforce via Trailhead
5-6 hours worth of material
Self Paced
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

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